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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.

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
HighTower Advisors
4
HighTower Advisors
Illinois
$45.8M
5
B
5
Bailard
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
426
Arete Wealth Advisors
Illinois
$742K 6,869 +902 +15%
LWA
427
Lenox Wealth Advisors
New York
$735K 6,803 +50 +0.7%
TAM
428
Taurus Asset Management
New York
$734K 6,800 – –
CAM
429
Cidel Asset Management
Ontario, Canada
$724K 6,700 -2,078 -24%
BL
430
Balentine LLC
Georgia
$723K 6,693 -8,991 -57%
AGA
431
Accuvest Global Advisors
Utah
$721K 6,675 +15 +0.2%
DAS
432
Dynamic Advisor Solutions
Arizona
$720K 6,665 +1,323 +25%
BWP
433
BSW Wealth Partners
Colorado
$710K 6,574 -49 -0.7%
SMC
434
Smith, Moore & Co
Missouri
$701K 6,490 +725 +13%
HIIFS
435
Harel Insurance Investments & Financial Services
Israel
$683K 6,322 +6,322 New
MFW
436
Mosaic Family Wealth
Missouri
$674K 6,245 +6,245 New
JIR
437
James Investment Research
Ohio
$660K 6,110 – –
GP
438
Girard Partners
Pennsylvania
$660K 6,115 +3,700 +153%
FC
439
Financial Consulate
Maryland
$649K 6,012 +256 +4%
PV
440
Private Vista
Illinois
$643K 5,897 +5,897 New
KT
441
Kanaly Trust
Texas
$635K 5,875 – –
IT
442
Independence Trust
Tennessee
$635K 5,875 – –
LWM
443
Lenox Wealth Management
Ohio
$635K 5,878 +5,878 New
SCA
444
Salient Capital Advisors
Texas
$627K 5,806 -2,770 -32%
BFC
445
Blue Fin Capital
Rhode Island
$622K 5,757 -250 -4%
William Blair & Company
446
William Blair & Company
Illinois
$622K 5,755 – –
LWA
447
Lowe Wealth Advisors
Maryland
$616K 5,703 +5,703 New
WA
448
Wealth Architects
California
$615K 5,690 -410 -7%
ZB
449
Zions Bancorporation
Utah
$610K 5,645 – –
AEPG
450
American Economic Planning Group
New Jersey
$608K 5,631 +5,631 New
16 17
18
19 20