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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 %
TPWA
151
TRUE Private Wealth Advisors
Oregon
$17.7M 157,350 -53,874 -26%
SPC
152
Sigma Planning Corp
Michigan
$17.7M 157,079 -12,341 -7%
WT
153
Whittier Trust
California
$17.6M 156,196 -5,438 -3%
MBT
154
Montecito Bank & Trust
California
$17M 150,619 -14,648 -9%
WT
155
Washington Trust
Rhode Island
$16.8M 149,156 +11,213 +8%
MSU
156
Mizuho Securities USA
New York
$16.6M 147,800 +16,900 +13%
IFA
157
Interactive Financial Advisors
Illinois
$16.4M 145,996 +273 +0.2%
CA
158
Cambridge Associates
Massachusetts
$15.6M 138,815 +84,251 +154%
SBWM
159
Sunflower Bank Wealth Management
Arizona
$15.6M 138,662 +8,259 +6%
PFM
160
Peak Financial Management
Massachusetts
$15.6M 138,404 +138,404 New
FNBT
161
FineMark National Bank & Trust
Florida
$15.6M 138,291 +9,841 +8%
AllianceBernstein
162
AllianceBernstein
Tennessee
$15.4M 137,071 +5,435 +4%
CCT
163
Capital City Trust
Florida
$15.3M 135,924 +6,087 +5%
CFS
164
Commonwealth Financial Services
West Virginia
$15.2M 135,058 -154,161 -53%
CGI
165
Cougar Global Investments
Ontario, Canada
$15.1M 134,676 +56,184 +72%
SIM
166
SSI Investment Management
California
$14.9M 132,661 +22,046 +20%
WCM
167
Windham Capital Management
Massachusetts
$14.9M 132,596 -106,060 -44%
State Street
168
State Street
Massachusetts
$14.9M 132,015 -20,300 -13%
RJT
169
Raymond James Trust
Florida
$14.5M 129,188 +24,361 +23%
CB
170
Commerce Bank
Missouri
$14.5M 129,097 -3,587 -3%
CWM
171
Confluence Wealth Management
Oregon
$14.4M 128,241 +9,516 +8%
RhumbLine Advisers
172
RhumbLine Advisers
Massachusetts
$14.2M 126,509 +82,022 +184%
SAC
173
Smith Affiliated Capital
New York
– – – –
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$14.1M 125,133 +125,133 New
BCI
175
Brinker Capital Investments
Pennsylvania
$13.7M 121,625 -6,404 -5%
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