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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 %
CC
526
Cadinha & Co
Hawaii
$319K 2,949 – –
NIC
527
Northwest Investment Counselors
Oregon
$316K 2,921 +784 +37%
AIA
528
Arbor Investment Advisors
North Carolina
$310K 2,872 +2,872 New
CB
529
Chemical Bank
Michigan
$308K 2,851 +2,851 New
TT
530
Tiedemann Trust
Delaware
$305K 2,820 +750 +36%
GMA
531
Goldstein Munger & Associates
California
$303K 2,805 – –
KM
532
Kalos Management
Georgia
$301K 2,783 +2,783 New
CCMG
533
Clark Capital Management Group
Pennsylvania
$300K 2,780 -222 -7%
CONA
534
Capital One National Association
New York
$298K 2,757 +2,757 New
APSP
535
Asset Planning Services (Pennsylvania)
Pennsylvania
$297K 2,750 – –
FNT
536
First National Trust
Pennsylvania
$296K 2,743 +2,743 New
LIM
537
Leavell Investment Management
Alabama
$289K 2,678 – –
JCM
538
Janney Capital Management
Pennsylvania
$289K 2,679 +2,679 New
SYBT
539
Stock Yards Bank & Trust
Kentucky
$288K 2,668 +2,668 New
DJSG
540
D.J. St. Germain
Massachusetts
$286K 2,646 -81 -3%
FIM
541
Fernwood Investment Management
Massachusetts
$283K 2,622 +2,622 New
IPC
542
Independent Portfolio Consultants
Florida
$282K 2,610 – –
NSIM
543
North Star Investment Management
Illinois
$281K 2,598 -25 -1%
GF
544
Gerstein Fisher
New York
$276K 2,554 +2,554 New
BIM
545
Baldwin Investment Management
Pennsylvania
$265K 2,458 +20 +0.8%
PFG
546
Pacific Financial Group
Washington
$261K 2,414 -5 -0.2%
WAM
547
Wealthspire Advisors (Maryland)
Maryland
$261K 2,414 +2,414 New
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$260K 2,405 – –
BAAM
549
Baker Avenue Asset Management
California
$256K 2,369 +2,369 New
WI
550
Wedgewood Investors
Pennsylvania
$250K 2,315 – –
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