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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
3
Bank of America
North Carolina
$1.47B
4
SMM
4
Stadion Money Management
Georgia
$209M
5
Fidelity International
5
Fidelity International
Bermuda
$110M

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
Lazard Asset Management
4
Lazard Asset Management
New York
$47M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGF
276
Compass Financial Group (Florida)
Florida
$2.99M +$2.99M +27,632 New
NAM
277
North American Management
Massachusetts
$2.98M +$1.52M +14,097 +104%
FHC
278
First Heartland Consultants
Missouri
$2.86M +$2.1M +19,476 +278%
WB
279
WesBanco Bank
West Virginia
$2.83M +$728K +6,743 +35%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$2.82M -$540K -5,003 -16%
SIAM
281
Sterling Investment Advisors (Missouri)
Missouri
$2.81M +$202K +1,870 +8%
FFA
282
First Foundation Advisors
California
$2.81M +$2.25M +20,840 +405%
BAM
283
Brave Asset Management
New Jersey
$2.77M +$108K +1,000 +4%
CFA
284
CT Financial Advisors
Pennsylvania
$2.71M +$11.6K +107 +0.4%
BJL
285
Brighton Jones LLC
Washington
$2.61M -$107K -989 -4%
SCA
286
STALEY CAPITAL ADVISERS
Pennsylvania
$2.61M – – –
NL
287
NWAM LLC
Washington
$2.61M +$2.61M +30,779 New
GBT
288
Grove Bank & Trust
Florida
$2.55M +$2.55M +23,626 New
AIA
289
Affinity Investment Advisors
California
$2.51M – – –
ACM
290
Argentus Capital Management
Texas
$2.5M +$555K +5,137 +28%
HP
291
HT Partners
Connecticut
$2.49M +$28.8K +266 +1%
ACM
292
Arlington Capital Management
Illinois
$2.47M +$2.47M +22,894 New
AII
293
AGF Investments Inc
Ontario, Canada
$2.42M +$1.33M +12,325 +122%
EC
294
Estate Counselors
Wisconsin
$2.4M +$594K +5,500 +33%
YP
295
Yellowstone Partners
Idaho
$2.39M +$69.1K +640 +3%
CFG
296
Citizens Financial Group
Rhode Island
$2.36M +$2.36M +18,375 New
Calamos Advisors
297
Calamos Advisors
Illinois
$2.35M +$2.35M +21,795 New
SWA
298
SFMG Wealth Advisors
Texas
$2.33M +$2.33M +21,580 New
PWM
299
Perigon Wealth Management
California
$2.28M -$12.1K -112 -0.5%
EK
300
Evensky & Katz
Florida
$2.26M -$59.9K -555 -3%
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