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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 %
EWA
151
EP Wealth Advisors
California
$12.5M 115,525 +89,100 +337%
Mariner
152
Mariner
Kansas
$12.4M 114,795 +43,417 +61%
MCM
153
MV Capital Management
Maryland
$12.2M 112,489 +3,009 +3%
CL
154
CPWM LLC
Washington
$12.1M 112,318 +2,851 +3%
FCIM
155
Fairview Capital Investment Management
California
$12M 110,989 +13,889 +14%
AIG
156
American International Group
New York
$12M 110,643 -68,625 -38%
SIM
157
SSI Investment Management
California
$11.9M 110,562 +31,509 +40%
TCM
158
Towercrest Capital Management
Pennsylvania
$11.7M 107,894 -1,650 -2%
PA
159
Parkside Advisors
California
$11.2M 102,563 -218 -0.2%
RJT
160
Raymond James Trust
Florida
$11.1M 102,879 +12,132 +13%
MP
161
Manifold Partners
California
$11.1M 102,851 +102,851 New
UR
162
USCA RIA
Texas
$10.9M 101,039 +83,694 +483%
William Blair Investment Management
163
William Blair Investment Management
Illinois
$10.9M 101,000 +1,000 +1%
CA
164
Cetera Advisors
Colorado
$10.9M 100,628 -4,191 -4%
VCM
165
Verger Capital Management
North Carolina
$10.9M 100,644 +100,644 New
CWM
166
Confluence Wealth Management
Oregon
$10.8M 100,132 +13,148 +15%
RDM
167
Retirement Design & Management
Connecticut
$10.7M 99,479 +99,479 New
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$10.6M 97,683 +1,904 +2%
CCG
169
Cypress Capital Group
Florida
$10.4M 96,194 +1,825 +2%
ICOA
170
Investment Centers of America
North Dakota
$10.3M 95,231 +30,755 +48%
WT
171
Washington Trust
Rhode Island
$10.2M 94,735 +1,551 +2%
MBT
172
Montecito Bank & Trust
California
$10.1M 93,812 +31,242 +50%
Truist Financial
173
Truist Financial
North Carolina
$9.37M 86,766 -12,173 -12%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$9.36M 86,622 +43,311 +100%
RBC
175
Ronald Blue & Co
Georgia
$9.22M 85,383 +41,064 +93%
5 6
7
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