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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 %
DBT
551
Dubuque Bank & Trust
Iowa
$249K 2,309 -8,072 -78%
SC
552
Scotia Capital
Ontario, Canada
$246K 2,241 – –
PCM
553
Parsons Capital Management
Rhode Island
$242K 2,236 – –
DSC
554
Duncker Streett & Co
Missouri
$233K 2,161 +453 +27%
BO
555
Bank OZK
Arkansas
$231K 2,141 +2,141 New
CG
556
Cutler Group
California
$228K 2,115 +2,115 New
PSUF
557
People's United Financial
Connecticut
$226K 2,097 +158 +8%
GA
558
Gateway Advisory
New Jersey
$226K 2,092 +2,092 New
CW
559
Cabot-Wellington
Massachusetts
$224K 2,077 – –
BFEC
560
Benjamin F. Edwards & Company
Missouri
$223K 2,061 – –
AFWA
561
Ancora Family Wealth Advisors
Ohio
$218K 2,017 -49 -2%
AW
562
ACG Wealth
Georgia
$216K 2,000 -250 -11%
HR
563
Howe & Rusling
New York
$215K 1,994 – –
HW
564
Hancock Whitney
Mississippi
$214K 1,984 +1,984 New
BRF
565
B. Riley Financial
California
$212K 1,967 +1,967 New
AC
566
Alexandria Capital
Virginia
$211K 1,953 -176 -8%
Koshinski Asset Management
567
Koshinski Asset Management
Illinois
$210K 1,943 -583 -23%
PL
568
Parthenon LLC
Kentucky
$209K 1,931 – –
MWAC
569
Mariner Wealth Advisors (Cincinnati)
Ohio
$208K 1,926 +1,926 New
GS
570
Girard Securities
California
$203K 1,882 +1,882 New
DWM
571
Dakota Wealth Management
Florida
$202K 1,868 – –
JRP
572
Jasper Ridge Partners
California
$195K 1,803 +1,803 New
CAL
573
Capital Advisors Ltd
Ohio
$187K 1,727 +512 +42%
PFO
574
Pathstone Family Office
New Jersey
$186K 1,726 -53 -3%
S
575
SignatureFD
Georgia
$186K 1,719 +310 +22%
21 22
23
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