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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

565 hedge funds and large institutions have $16.3B invested in iShares Core US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 269 increasing their positions, 143 reducing their positions, and 40 closing their positions.

Holders
565
Holders Change
+29
Holders Change %
+5.41%
% of All Funds
15.07%
Holding in Top 10
114
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.76%
% of All Funds
3.04%
New
74
Increased
269
Reduced
143
Closed
40
Calls
$14.2M
Puts
–
Net Calls
+$14.2M
Net Calls Change
+$14.2M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$285M
2
Bank of America
2
Bank of America
North Carolina
$881M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$359M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.09B
5
ACM
5
Aviance Capital Management
Florida
$183M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$502M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
SCM
3
SCS Capital Management
Massachusetts
$83.9M
4
QI
4
QS Investors
New York
$152M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
251
Smith Salley Wealth Management
North Carolina
$2.53M 22,668 +4,104 +22%
NG
252
NatWest Group
United Kingdom
$2.53M 22,664 – –
PFG
253
Pacific Financial Group
Washington
$2.47M 22,189 -23,291 -51%
VKH
254
Virtu KCG Holdings
New York
$2.44M 21,849 -31,643 -59%
DWM
255
Destination Wealth Management
California
$2.42M 21,743 +1,831 +9%
SCM
256
Summit Capital Management
Washington
$2.42M 21,734 +21,734 New
BHBT
257
Burke & Herbert Bank & Trust
Virginia
$2.4M 21,499 +249 +1%
NEIRG
258
New England Investment & Retirement Group
Massachusetts
$2.38M 21,390 +21,390 New
CFA
259
CT Financial Advisors
Pennsylvania
$2.38M 21,334 +202 +1%
ONB
260
Old National Bancorp
Indiana
$2.37M 21,245 +17,500 +467%
FNBT
261
FineMark National Bank & Trust
Florida
$2.35M 21,121 +132 +0.6%
BTNA
262
Bremer Trust National Association
Minnesota
$2.32M 20,816 +3,264 +19%
PA
263
Planning Alternatives
Michigan
$2.25M 20,161 +829 +4%
MBT
264
Montecito Bank & Trust
California
$2.18M 19,544 +13,496 +223%
S
265
SignatureFD
Georgia
$2.16M 19,350 +2,153 +13%
PCM
266
Pointe Capital Management
Michigan
$2.16M 19,347 +19,347 New
FFS
267
Founders Financial Securities
Maryland
$2.13M 19,078 +3,919 +26%
FMW
268
Farr Miller & Washington
District of Columbia
$2.13M 19,080 +8,636 +83%
MHS
269
M Holdings Securities
Oregon
$2.11M 18,959 +14,529 +328%
GC
270
Garde Capital
Washington
$2.1M 18,815 -521 -3%
Mariner
271
Mariner
Kansas
$2.08M 18,668 +9,799 +110%
CIBC World Market
272
CIBC World Market
Ontario, Canada
$2.07M 18,568 +2,170 +13%
AIM
273
Advantage Investment Management
Iowa
$2.07M 18,546 -19,627 -51%
AWS
274
Aris Wealth Services
Pennsylvania
$2.05M 18,420 +568 +3%
SCP
275
Syntal Capital Partners
Texas
$2.05M 18,398 -842 -4%
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