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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

686 hedge funds and large institutions have $27.8B invested in iShares Core US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 335 increasing their positions, 197 reducing their positions, and 28 closing their positions.

Holders
686
Holders Change
+38
Holders Change %
+5.86%
% of All Funds
18.33%
Holding in Top 10
170
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.58%
% of All Funds
4.54%
New
71
Increased
335
Reduced
197
Closed
28
Calls
$3.67M
Puts
$1.35M
Net Calls
+$2.32M
Net Calls Change
+$4.22M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.13B
2
Members Trust
2
Members Trust
Florida
$348M
3
Goldman Sachs
3
Goldman Sachs
New York
$331M
4
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$190M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$730M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.18M
2
SCM
2
SCS Capital Management
Massachusetts
$537M
3
SMM
3
Stadion Money Management
Georgia
$48.6M
4
AssetMark Inc
4
AssetMark Inc
California
$65.6M
5
FIM
5
Freedom Investment Management
Connecticut
$987K
Name Market Value Shares Shares
Change 		Shares
Change %
HMC
101
Higher Moment Capital
Massachusetts
$32.3M 287,139 +3,695 +1%
IAM
102
ITS Asset Management
Pennsylvania
$32.2M 285,606 +285,606 New
LA
103
Leonetti & Associates
Illinois
$31.6M 280,851 +363 +0.1%
FFA
104
Fragasso Financial Advisors
Pennsylvania
$31.1M 276,430 +7,308 +3%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$30.8M 273,196 +7,712 +3%
IA
106
IFP Advisors
Florida
$30.7M 272,355 +195,906 +256%
MA
107
MCF Advisors
Kentucky
$30.5M 270,998 -6,502 -2%
MFS
108
MSI Financial Services
Massachusetts
$30.4M 269,802 +45,935 +21%
CTB
109
Country Trust Bank
Illinois
$30.2M 268,461 +30,868 +13%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$30M 265,978 +35,273 +15%
BWM
111
Braver Wealth Management
Massachusetts
$30M 265,966 -146,099 -35%
UR
112
USCA RIA
Texas
$29.7M 263,783 -7,129 -3%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$29.6M 262,953 -87,502 -25%
NYLIM
114
New York Life Investment Management
New York
$29M 257,633 +6,900 +3%
BT
115
Beacon Trust
New Jersey
$28.3M 251,487 +8,679 +4%
PAG
116
Private Advisor Group
New Jersey
$28.1M 241,360 +98,212 +69%
FI
117
FormulaFolio Investments
Michigan
$27.1M 240,573 +240,573 New
HFS
118
HL Financial Services
Kentucky
$26.9M 238,916 +9,813 +4%
BFA
119
Beaumont Financial Advisors
Massachusetts
$26.8M 237,730 -27,959 -11%
IH
120
IFC Holdings
Florida
$26.6M 236,172 +20,672 +10%
SG Americas Securities
121
SG Americas Securities
New York
$26.4M 234,348 +33,999 +17%
SG
122
Societe Generale
$26.4M 234,348 +234,348 New
SF
123
Synovus Financial
Georgia
$26.2M 232,259 -1,648 -0.7%
KP
124
Keel Point
Alabama
$25.8M 229,346 +47,850 +26%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$25.5M 226,116 -4,646 -2%
3 4
5
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