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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 %
NEPWA
351
New England Private Wealth Advisors
Massachusetts
$1.44M +$13.4K +124 +0.9%
AAM
352
Autus Asset Management
Arizona
$1.42M +$953K +8,825 +203%
FTIOP
353
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.4M -$2.38K -22 -0.2%
Luther King Capital Management (LKCM)
354
Luther King Capital Management (LKCM)
Texas
$1.36M +$136K +1,256 +11%
PMFA
355
Plante Moran Financial Advisors
Michigan
$1.33M +$27.7K +256 +2%
HS
356
Huntington Steele
Pennsylvania
$1.32M +$3.89K +36 +0.3%
FWM
357
Frontier Wealth Management
Missouri
$1.32M +$1.11M +10,246 +530%
PAM
358
Peak Asset Management
Colorado
$1.31M +$68K +629 +5%
PCA
359
Peddock Capital Advisors
Massachusetts
$1.28M -$6.81K -63 -0.5%
BOTW
360
Bank of the West
California
$1.28M +$529K +4,894 +71%
GW
361
GW & Wade
Massachusetts
$1.28M +$1.84K +17 +0.1%
RIM
362
Rampart Investment Management
Connecticut
$1.27M +$119K +1,099 +10%
BBA
363
BLB&B Advisors
Pennsylvania
$1.26M +$644K +5,960 +105%
SFPM
364
Sensible Financial Planning & Management
Massachusetts
$1.26M -$930K -8,610 -42%
NDSI
365
Newman Dignan & Sheerar Inc
Rhode Island
$1.25M +$374K +3,463 +43%
WA
366
WFG Advisors
Texas
$1.24M +$26.5K +245 +2%
BPB
367
Badgley, Phelps & Bell
Washington
$1.24M -$46.5K -430 -4%
ICAS
368
Investors Capital Advisory Services
Massachusetts
$1.24M +$222K +2,054 +22%
TSW
369
Thompson Siegel & Walmsley
Virginia
$1.22M +$140K +1,295 +13%
PP
370
Palladium Partners
Virginia
$1.22M +$1.22M +11,305 New
Principal Financial Group
371
Principal Financial Group
Iowa
$1.2M +$1.2M +11,085 New
Northern Trust
372
Northern Trust
Illinois
$1.19M -$16.2K -14,964 -1%
EDRH
373
Edmond de Rothschild Holding
Switzerland
$1.18M -$680K -6,293 -37%
FIM
374
Freedom Investment Management
Connecticut
$1.18M -$152M -1,412,144 -99%
TF
375
Tompkins Financial
New York
$1.17M -$1.17M -10,843 -50%
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15
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