AGG icon

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
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 Market Value Shares Shares
Change 		Shares
Change %
CANC
401
Culbertson A N & Co
Virginia
$879K 8,135 -20 -0.2%
SG
402
Strid Group
Pennsylvania
$878K 8,128 +8,128 New
SCM
403
Shelton Capital Management
Colorado
$874K 8,089 +1,265 +19%
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$870K 8,058 -85 -1%
PO
405
Private Ocean
California
$856K 7,929 +547 +7%
CGL
406
Clarius Group LLC
Washington
$856K 7,934 +7,934 New
OC
407
Oakworth Capital
Alabama
$853K 7,894 -667 -8%
ClearBridge Investments
408
ClearBridge Investments
New York
$841K 7,784 -6,495 -45%
WCM
409
Wealthcare Capital Management
Virginia
$838K 7,759 -1,890 -20%
MVIP
410
Mar Vista Investment Partners
California
$826K 7,649 – –
PHS
411
Pekin Hardy Strauss
Illinois
$820K 7,594 +5,424 +250%
SMDAM
412
Sumitomo Mitsui DS Asset Management
Japan
$808K 7,481 -1,493 -17%
ASN
413
Advisory Services Network
Georgia
$803K 7,435 -239,726 -97%
FAM
414
Foothills Asset Management
Arizona
$803K 7,430 -800 -10%
WPC
415
White Pine Capital
Minnesota
$803K 7,430 – –
BWFA
416
Baltimore-Washington Financial Advisors
Maryland
$800K 7,406 -718 -9%
GIP
417
Greatmark Investment Partners
Georgia
$797K 7,380 – –
BJ
418
Brouwer & Janachowski
California
$788K 7,297 -1,568 -18%
WF
419
Welch & Forbes
Massachusetts
$784K 7,252 +2,012 +38%
CLOS
420
Compagnie Lombard Odier SCmA
Switzerland
$783K 7,250 +7,100 +4,733%
LOT
421
Lombard Odier Transatlantic
Quebec, Canada
$783K 7,250 +7,100 +4,733%
DAM
422
Delta Asset Management
Tennessee
$782K 7,243 +77 +1%
EAMA
423
EFG Asset Management (Americas)
Florida
$770K 7,130 – –
COI
424
Connable Office Inc
Michigan
$754K 6,983 -16,831 -71%
MAM
425
Meeder Asset Management
Ohio
$751K 6,949 +6,949 New
15 16
17
18 19