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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 %
BC
326
Bartlett & Co
Ohio
$1.87M +$1.77M +16,339 +1,666%
HH
327
Hilltop Holdings
Texas
$1.84M +$82.1K +760 +5%
NEIRG
328
New England Investment & Retirement Group
Massachusetts
$1.83M +$257K +2,383 +16%
KL
329
KWMG LLC
Kansas
$1.81M -$115K -1,067 -6%
SCM
330
Summit Capital Management
Washington
$1.79M -$38.7K -358 -2%
FWP
331
FAS Wealth Partners
Kansas
$1.79M +$761K +7,049 +74%
IIC
332
Integrated Investment Consultants
Michigan
$1.78M +$1.78M +16,389 New
T
333
Thomaspartners
Massachusetts
$1.78M -$49.7K -460 -3%
TFCP
334
Twin Focus Capital Partners
Massachusetts
$1.76M +$818K +7,577 +87%
IGIM
335
I.G. Investment Management
Manitoba, Canada
$1.74M +$1.18M +10,925 +209%
SEI Investments
336
SEI Investments
Pennsylvania
$1.69M +$455K +4,214 +37%
KFC
337
Klingenstein Fields & Co
New York
$1.68M -$32.4K -300 -2%
MCM
338
Maryland Capital Management
Maryland
$1.58M +$442K +4,093 +39%
RPG
339
Risk Paradigm Group
Texas
$1.58M +$386K +3,574 +32%
CDIA
340
Capital Directions Investment Advisors
Georgia
$1.55M +$206K +1,910 +15%
CIM
341
Cambria Investment Management
California
$1.54M – – –
AWM
342
Altavista Wealth Management
North Carolina
$1.52M -$133K -1,233 -8%
TCM
343
Telos Capital Management
California
$1.52M +$50.2K +465 +3%
EWM
344
Empirical Wealth Management
Washington
$1.51M -$126K -1,163 -8%
FHA
345
First Horizon Advisors
Tennessee
$1.5M -$6.15M -56,979 -80%
PA
346
Pinnacle Associates
New York
$1.49M +$71.4K +661 +5%
CCM
347
Colorado Capital Management
Colorado
$1.47M +$1.47M +13,627 New
AIA
348
Allegis Investment Advisors
Idaho
$1.47M +$1.47M +13,560 New
BB
349
Bell Bank
North Dakota
$1.45M -$1.6M -14,810 -52%
SWM
350
SVA Wealth Management
Wisconsin
$1.44M +$36K +333 +3%
12 13
14
15 16