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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

638 hedge funds and large institutions have $22.3B invested in iShares Core US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 277 increasing their positions, 177 reducing their positions, and 43 closing their positions.

Holders
638
Holders Change
+64
Holders Change %
+11.15%
% of All Funds
16.75%
Holding in Top 10
135
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.41%
% of All Funds
3.55%
New
115
Increased
277
Reduced
177
Closed
43
Calls
$4.21M
Puts
$321K
Net Calls
+$3.89M
Net Calls Change
+$2.54M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.06B
2
LPL Financial
2
LPL Financial
California
$779M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$228M
4
Bank of America
4
Bank of America
North Carolina
$1.47B
5
SMM
5
Stadion Money Management
Georgia
$209M

Top Sellers

1
IG
1
ING Group
Netherlands
$99.3M
2
FIM
2
Freedom Investment Management
Connecticut
$1.18M
3
CC
3
Curian Capital
Colorado
$33M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$45.8M
5
B
5
Bailard
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
226
Jackson Wealth Management
Florida
$4.78M 43,978 +1,356 +3%
MAM
227
Marquette Asset Management
Minnesota
$4.77M 44,141 -851 -2%
PIA
228
Peachtree Investment Advisors
Georgia
$4.74M 43,837 -1,640 -4%
PP
229
Prudential plc
United Kingdom
$4.66M 43,100 +36,700 +573%
LFG
230
LifePlan Financial Group
Ohio
$4.6M 42,594 -112 -0.3%
MCM
231
Makena Capital Management
California
$4.51M 41,725 – –
CFB
232
Cullen/Frost Bankers
Texas
$4.49M 41,554 +366 +0.9%
WB
233
Webster Bank
Connecticut
$4.47M 41,370 +34,782 +528%
LWM
234
LBA Wealth Management
Florida
$4.47M 41,344 -3,517 -8%
WIP
235
Wellesley Investment Partners
Massachusetts
$4.45M 41,224 +41,224 New
CS
236
Credit Suisse
Switzerland
$4.4M 40,699 -5,321 -12%
SP
237
Sarasin & Partners
United Kingdom
$4.32M 39,968 -490 -1%
CIM
238
Cetera Investment Management
California
$4.3M 39,807 +39,807 New
AAS
239
Annex Advisory Services
Wisconsin
$4.26M 39,471 +39,471 New
STMM
240
South Texas Money Management
Texas
$4.19M 38,769 +33,541 +642%
LP
241
LGL Partners
Pennsylvania
$4.15M 38,406 +38,406 New
LNC
242
Lincoln National Corp
Pennsylvania
$4.12M 37,888 -23,994 -39%
JIC
243
Johnson Investment Counsel
Ohio
$4.09M 37,876 +1,385 +4%
VFS
244
VSR Financial Services
Kansas
$4.04M 37,400 -92,660 -71%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$4.04M 37,381 +36,998 +9,660%
GLA
246
Great Lakes Advisors
Illinois
$4.03M 37,332 -2,245 -6%
SS
247
Simplicity Solutions
Minnesota
$4.02M 37,232 +19,657 +112%
TIA
248
Tiemann Investment Advisors
California
$4M 37,037 +1,881 +5%
Comerica Bank
249
Comerica Bank
Texas
$3.86M 35,547 +13,117 +58%
PAS
250
Partnervest Advisory Services
California
$3.85M 35,663 -33,470 -48%
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