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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
MFRM
3
Milliman Financial Risk Management
Illinois
$228M
4
Bank of America
4
Bank of America
North Carolina
$1.47B
5
SMM
5
Stadion Money Management
Georgia
$209M

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 %
HWA
476
Heritage Wealth Advisors
Virginia
$477K 4,391 -105 -2%
CS
477
Cannell & Spears
New York
$475K 4,399 -333 -7%
BRWA
478
B. Riley Wealth Advisors
Florida
$454K 4,200 +2,140 +104%
SFS
479
Summit Financial Strategies
Ohio
$448K 4,144 -272 -6%
FC
480
FCA Corp
Texas
$445K 4,121 +153 +4%
FC
481
Forte Capital
New York
$442K 4,096 -22 -0.5%
SHA
482
Smith Hayes Advisers
Nebraska
$440K 4,071 +1,379 +51%
CC
483
Courier Capital
New York
$434K 4,021 -115 -3%
NFG
484
NewFocus Financial Group
Washington
$433K 4,011 +9 +0.2%
MFT
485
Moisand Fitzgerald Tamayo
Florida
$422K 3,911 +3,911 New
PCMC
486
Paragon Capital Management (Colorado)
Colorado
$420K 3,890 – –
AI
487
Accredited Investors
Minnesota
$420K 3,881 +549 +16%
TSS
488
Two Sigma Securities
New York
$413K 3,827 +3,827 New
WS
489
Wedbush Securities
California
$408K 3,774 +1,555 +70%
FPCP
490
Fort Point Capital Partners
California
$406K 3,757 -381 -9%
KWMG
491
King Wealth Management Group
Florida
$401K 3,711 +128 +4%
RT
492
Rockland Trust
Massachusetts
$401K 3,715 +3,715 New
SFA
493
Sequoia Financial Advisors
Ohio
$399K 3,696 +1,097 +42%
TI
494
Truepoint Inc
Ohio
$398K 3,689 +3,689 New
Neuberger Berman Group
495
Neuberger Berman Group
New York
$395K 3,659 +435 +13%
SSB
496
Sandy Spring Bank
Maryland
$394K 3,651 -70 -2%
LSA
497
Liberty Street Advisors
New York
$393K 3,635 -727 -17%
SCG
498
Sonata Capital Group
Washington
$392K 3,629 +1,800 +98%
PG
499
Patten Group
Tennessee
$387K 3,585 -468 -12%
ACP
500
Aviance Capital Partners
Florida
$387K 3,583 -1,068 -23%
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