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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 %
TCOT
501
Trust Company of Toledo
Ohio
$385K 3,563 -1,000 -22%
SDWMA
502
Schneider Downs Wealth Management Advisors
Pennsylvania
$385K 3,567 +3,567 New
SC
503
SouthState Corp
Florida
$384K 3,555 -29,910 -89%
EDRE
504
Edmond de Rothschild (Europe)
Luxembourg
$383K 3,550 -6,000 -63%
AFIA
505
America First Investment Advisors
Nebraska
$381K 3,531 -639 -15%
CFS
506
Commonwealth Financial Services
West Virginia
$379K 3,510 +193 +6%
FA
507
Fagan Associates
New York
$378K 3,500 +135 +4%
CAM
508
Cubic Asset Management
Massachusetts
$376K 3,480 – –
JWS
509
Juncture Wealth Strategies
Arizona
$362K 3,350 +810 +32%
VIA
510
Vantage Investment Advisors
Pennsylvania
$360K 3,330 +15 +0.5%
FIG
511
Fusion Investment Group
Pennsylvania
$356K 3,292 -2,205 -40%
RFS
512
Rockefeller Financial Services
New York
$349K 3,227 – –
DIA
513
Denver Investment Advisors
Colorado
$349K 3,230 +230 +8%
GJIC
514
Gamble Jones Investment Counsel
California
$348K 3,221 +14 +0.4%
First Trust Advisors
515
First Trust Advisors
Illinois
$347K 3,213 +3,213 New
Kayne Anderson Rudnick Investment Management
516
Kayne Anderson Rudnick Investment Management
California
$343K 3,176 -286 -8%
EAM
517
Evanson Asset Management
California
$339K 3,135 -1,165 -27%
BA
518
Bristlecone Advisors
Washington
$338K 3,130 +3,130 New
ATC
519
Argent Trust Co
Tennessee
$335K 3,100 -6,120 -66%
NFG
520
Next Financial Group
Texas
$334K 3,099 +715 +30%
WCA
521
Westover Capital Advisors
Delaware
$328K 3,037 -6 -0.2%
BOS
522
Bingham Osborn & Scarborough
California
$324K 2,999 +7 +0.2%
PAIM
523
Punch & Associates Investment Management
Minnesota
$323K 2,995 +2,995 New
GWM
524
Gupta Wealth Management
California
$323K 2,992 +496 +20%
ACM
525
Alpha Capital Management
Texas
$323K 2,992 +683 +30%
19 20
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