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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 %
EIAM
101
Equinox Institutional Asset Management
New Jersey
$25.4M 235,030 +235,030 New
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$25.2M 233,208 -18,364 -7%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$24M 221,735 +34,540 +18%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$23.3M 215,556 – –
TPWA
105
TRUE Private Wealth Advisors
Oregon
$22.5M 208,479 +208,479 New
HMC
106
Higher Moment Capital
Massachusetts
$22.1M 204,188 -72,611 -26%
IH
107
IFC Holdings
Florida
$22M 203,509 +31,812 +19%
WCM
108
Windham Capital Management
Massachusetts
$21.4M 198,334 -52,082 -21%
PFM
109
Phillips Financial Management
Indiana
$21.3M 196,099 +5,206 +3%
MFS
110
MSI Financial Services
Massachusetts
$19.6M 181,595 +77,848 +75%
VFA
111
Virtus Fund Advisers
Connecticut
$19.3M 179,005 +10,674 +6%
HFS
112
HL Financial Services
Kentucky
$19.3M 178,837 +40,558 +29%
WA
113
Waverly Advisors
Alabama
$19.2M 177,908 +172,644 +3,280%
PAG
114
Private Advisor Group
New Jersey
$19.1M 176,918 +45,072 +34%
KP
115
Keel Point
Alabama
$18.7M 173,001 +79,252 +85%
TFA
116
Transamerica Financial Advisors
Florida
$18.5M 171,724 -9,124 -5%
JWA
117
JFS Wealth Advisors
Pennsylvania
$18.4M 170,719 +170,719 New
HFA
118
High Falls Advisors
New York
$18.4M 169,921 +169,921 New
State Street
119
State Street
Massachusetts
$18.1M 167,954 +3,090 +2%
MA
120
MUFG Americas
New York
$18M 166,960 -9,712 -5%
FA
121
FC Advisory
Pennsylvania
$18M 166,314 +4,880 +3%
Canada Pension Plan Investment Board
122
Canada Pension Plan Investment Board
Ontario, Canada
$17.8M 165,172 – –
BTS
123
BB&T Securities
Virginia
$17.8M 165,024 -31,667 -16%
BHWM
124
Bar Harbor Wealth Management
New Hampshire
$17.5M 161,864 +1,640 +1%
VAM
125
Visionary Asset Management
Texas
$17.4M 161,518 +42,872 +36%
3 4
5
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