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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.

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

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$502M
2
BFA
BlackRock Fund Advisors
California
$0
3
SCM
SCS Capital Management
Massachusetts
$83.9M
4
QI
QS Investors
New York
$152M
5
Lazard Asset Management
Lazard Asset Management
New York
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TT
276
Tiedemann Trust
Delaware
$2.04M -$2.57M -23,088 -56%
BJL
277
Brighton Jones LLC
Washington
$2.04M +$37.2K +334 +2%
T
278
Thomaspartners
Massachusetts
$2M -$4.01K -36 -0.2%
HH
279
Hilltop Holdings
Texas
$1.99M +$1.99M +17,886 New
CCWA
280
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.98M +$1.98M +17,785 New
YP
281
Yellowstone Partners
Idaho
$1.98M +$150K +1,345 +8%
EK
282
Evensky & Katz
Florida
$1.95M -$382K -3,431 -16%
WA
283
Waverly Advisors
Alabama
$1.94M +$156K +1,396 +9%
Comerica Bank
284
Comerica Bank
Texas
$1.89M -$8.92M -80,068 -83%
NFG
285
Next Financial Group
Texas
$1.79M -$8.91K -80 -0.5%
WSFS
286
Wilmington Savings Fund Society
Delaware
$1.77M -$14.2K -127 -0.8%
EWM
287
Empirical Wealth Management
Washington
$1.77M -$67.2K -603 -4%
KFC
288
Klingenstein Fields & Co
New York
$1.77M – – –
BJ
289
Brouwer & Janachowski
California
$1.72M -$49.1K -441 -3%
AWM
290
Altavista Wealth Management
North Carolina
$1.7M +$63.5K +570 +4%
AAM
291
Aureus Asset Management
Massachusetts
$1.7M +$1.7M +15,269 New
ClearBridge Investments
292
ClearBridge Investments
New York
$1.64M -$28K -251 -2%
EWM
293
Evercore Wealth Management
New York
$1.62M +$411K +3,690 +34%
FIM
294
Freedom Investment Management
Connecticut
$1.61M +$424K +3,801 +36%
LI
295
LVZ Inc
Michigan
$1.59M +$136K +1,224 +9%
ACM
296
Argentus Capital Management
Texas
$1.57M +$1.57M +14,059 New
BWFA
297
Baltimore-Washington Financial Advisors
Maryland
$1.56M -$624K -5,600 -29%
FHC
298
First Heartland Consultants
Missouri
$1.5M -$16.5K -148 -1%
UR
299
USCA RIA
Texas
$1.5M +$1.09M +9,787 +268%
RPG
300
Risk Paradigm Group
Texas
$1.5M +$1.5M +13,417 New
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