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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 %
ATC
376
Adirondack Trust Company
New York
$1.16M – – –
CWM
377
Cranbrook Wealth Management
Michigan
$1.16M -$32K -296 -3%
KA
378
Kovack Advisors
Florida
$1.11M +$108K +995 +11%
OC
379
Oarsman Capital
Wisconsin
$1.09M -$13.9K -129 -1%
AP
380
Advisors Preferred
Maryland
$1.08M -$668K -6,189 -38%
1832 Asset Management
381
1832 Asset Management
Ontario, Canada
$1.08M – – –
TA
382
Tiedemann Advisors
New York
$1.08M +$1.08M +9,987 New
FT
383
Fiduciary Trust
Massachusetts
$1.07M +$21.7K +201 +2%
FF
384
Friedenthal Financial
New Jersey
$1.05M -$64.3K -595 -6%
CG
385
Colony Group
Massachusetts
$1.05M +$302K +2,798 +40%
AFP
386
Ausdal Financial Partners
Iowa
$1.01M +$1.01M +9,370 New
F
387
Filament
Washington
$1.01M – – –
WTC
388
WhitTier Trust Company
Nevada
$1M -$199K -1,840 -17%
JIP
389
Jaffetilchin Investment Partners
Florida
$966K +$96.9K +897 +11%
1SB
390
1ST Source Bank
Indiana
$961K -$7.13K -66 -0.7%
IA
391
Icon Advisers
Colorado
$940K +$940K +8,700 New
CA
392
Cambridge Advisors
Nebraska
$938K – – –
BWAM
393
Boyd Watterson Asset Management
Ohio
$936K +$27.9K +258 +3%
MGIA
394
Moneta Group Investment Advisors
Missouri
$935K +$935K +8,660 New
SIA
395
Starfire Investment Advisers
Michigan
$929K +$121K +1,121 +15%
PCM
396
Pointe Capital Management
Michigan
$924K -$1.19M -10,995 -56%
HCA
397
Harbour Capital Advisors
Virginia
$918K +$5.29K +49 +0.6%
BC
398
Brinker Capital
Pennsylvania
$916K +$916K +8,478 New
TC
399
Trust Company
Kansas
$904K +$878K +8,125 +3,357%
HTC
400
Haverford Trust Company
Pennsylvania
$888K – – –
14 15
16
17 18