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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

564 hedge funds and large institutions have $16.4B invested in iShares Core US Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 242 increasing their positions, 204 reducing their positions, and 38 closing their positions.

Holders
564
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
15.21%
Holding in Top 10
119
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.39%
% of All Funds
3.21%
New
45
Increased
242
Reduced
204
Closed
38
Calls
$979K
Puts
$3.13M
Net Calls
-$2.15M
Net Calls Change
-$16.3M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$269M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.16B
3
Creative Planning
3
Creative Planning
Kansas
$651M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$109M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$622M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$1.1M
2
ACM
2
Aviance Capital Management
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$335M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$32.4M
5
Jane Street
5
Jane Street
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
251
SignatureFD
Georgia
$2.52M +$418K +3,843 +20%
SCM
252
Summit Capital Management
Washington
$2.51M +$142K +1,305 +6%
CFA
253
CT Financial Advisors
Pennsylvania
$2.46M +$137K +1,259 +6%
NG
254
NatWest Group
United Kingdom
$2.45M -$14.4K -132 -0.6%
EK
255
Evensky & Katz
Florida
$2.38M +$478K +4,392 +25%
YP
256
Yellowstone Partners
Idaho
$2.36M +$428K +3,933 +22%
Allianz Asset Management
257
Allianz Asset Management
Germany
$2.33M -$7.46M -68,553 -76%
QA
258
Quantitative Advantage
Minnesota
$2.32M -$7.73M -71,022 -77%
KL
259
KWMG LLC
Kansas
$2.2M -$563K -5,174 -20%
PA
260
Planning Alternatives
Michigan
$2.19M -$326 -3 -0%
FFS
261
Founders Financial Securities
Maryland
$2.18M +$104K +956 +5%
MBT
262
Montecito Bank & Trust
California
$2.18M – – –
PWM
263
Perigon Wealth Management
California
$2.18M +$1.12M +10,296 +106%
PCM
264
Pointe Capital Management
Michigan
$2.13M +$21.8K +200 +1%
GC
265
Garde Capital
Washington
$2.12M +$77.2K +710 +4%
AWS
266
Aris Wealth Services
Pennsylvania
$2.12M +$113K +1,041 +6%
SG Americas Securities
267
SG Americas Securities
New York
$2.11M -$5.72M -52,578 -73%
CWM
268
Concert Wealth Management
California
$2.08M +$856K +7,870 +70%
DBT
269
Dubuque Bank & Trust
Iowa
$2.07M +$2.07M +18,998 New
MHS
270
M Holdings Securities
Oregon
$2.01M -$51.3K -472 -2%
AIM
271
Advantage Investment Management
Iowa
$1.97M -$47K -432 -2%
BJL
272
Brighton Jones LLC
Washington
$1.97M -$21.2K -195 -1%
T
273
Thomaspartners
Massachusetts
$1.93M -$22.8K -210 -1%
EDRH
274
Edmond de Rothschild Holding
Switzerland
$1.91M +$1.91M +17,549 New
UR
275
USCA RIA
Texas
$1.9M +$438K +4,029 +30%
9 10
11
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