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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 %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$16.9M 156,201 +79,638 +104%
IFA
127
Interactive Financial Advisors
Illinois
$16.2M 149,765 -3,570 -2%
LMIM
128
Lockheed Martin Investment Management
Maryland
$16.1M 149,000 +74,000 +99%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$16M 148,445 +18,145 +14%
SWP
130
Stratos Wealth Partners
Ohio
$15.9M 147,033 +27,558 +23%
PFM
131
Peak Financial Management
Massachusetts
$15.7M 145,499 +145,499 New
WT
132
Whittier Trust
California
$15.2M 141,056 +32,980 +31%
PSI
133
Pinnacle Summer Investments
Virginia
$15.1M 140,204 +66,556 +90%
EPP
134
ETF Portfolio Partners
Kansas
$14.9M 137,812 -29,108 -17%
AIM
135
Acropolis Investment Management
Missouri
$14.6M 134,779 -5,795 -4%
SI
136
SII Investments
Wisconsin
$14.4M 133,508 +27,594 +26%
SBWM
137
Sunflower Bank Wealth Management
Arizona
$14.4M 133,473 -510 -0.4%
CB
138
Commerce Bank
Missouri
$14.4M 133,441 -1,977 -1%
SPC
139
Sigma Planning Corp
Michigan
$14.4M 133,155 +52,395 +65%
TAT
140
TD Ameritrade Trust
Colorado
$14M 130,064 +11,592 +10%
AllianceBernstein
141
AllianceBernstein
Tennessee
$13.9M 128,711 +2,415 +2%
HNB
142
Huntington National Bank
Ohio
– – – –
PFS
143
Prospera Financial Services
Texas
$13.5M 124,592 +13,688 +12%
BCI
144
Brinker Capital Investments
Pennsylvania
$13.5M 124,572 -7,748 -6%
CCT
145
Capital City Trust
Florida
$13.3M 122,742 -1,380 -1%
CIR
146
Clear Investment Research
Georgia
$13M 120,694 +9,190 +8%
VFA
147
Voya Financial Advisors
Connecticut
$12.9M 119,858 +99,181 +480%
NA
148
Nottingham Advisors
New York
$12.8M 118,229 -535 -0.5%
AMG
149
Asset Management Group
Connecticut
$12.8M 118,117 -1,994 -2%
PAMG
150
Patton Albertson Miller Group
Tennessee
$12.6M 116,355 -3,947 -3%
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