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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 %
WRM
576
Westport Resources Management
Connecticut
$181K 1,675 +1,240 +285%
EWM
577
Evercore Wealth Management
New York
$169K 1,567 -13,458 -90%
BWA
578
Burt Wealth Advisors
Maryland
$162K 1,502 – –
SIG
579
Stanford Investment Group
California
$162K 1,498 +1,203 +408%
VHAM
580
Van Hulzen Asset Management
California
$154K 1,425 +1,425 New
IAS
581
INR Advisory Services
Pennsylvania
$148K 1,371 – –
BCA
582
Bray Capital Advisors
Florida
$130K 1,200 -200 -14%
JIC
583
Joel Isaacson & Co
New York
$130K 1,200 – –
WIC
584
Woodmont Investment Counsel
Tennessee
$120K 1,113 – –
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$118K 1,092 -30 -3%
WP
586
WealthPLAN Partners
Nebraska
$110K 1,018 +1,018 New
BCP
587
Blue Chip Partners
Michigan
$103K 954 +9 +1%
RFWA
588
RPg Family Wealth Advisory
Massachusetts
$102K 945 +945 New
CS
589
Credential Securities
$99.4K 920 – –
RBC
590
Roble Belko & Company
Pennsylvania
$99K 921 – –
RWA
591
Ropes Wealth Advisors
Massachusetts
$96K 890 – –
GBBWRPM
592
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$94K 871 +871 New
CFA
593
Carroll Financial Associates
North Carolina
$90K 840 +375 +81%
TIM
594
Tortoise Investment Management
New York
$84K 775 +750 +3,000%
UFA
595
US Financial Advisors
Massachusetts
$82K 762 +374 +96%
CPIG
596
Chicago Partners Investment Group
Illinois
$78K 721 -830 -54%
SNT
597
Security National Trust
West Virginia
$78K 725 – –
TWA
598
TCI Wealth Advisors
Arizona
$68K 633 +1 +0.2%
AA
599
AlphaMark Advisors
Kentucky
$65K 600 – –
EMA
600
Efficient Market Advisors
California
$63K 587 -41 -7%
22 23
24
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