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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.

New
Increased
Maintained
Reduced
Closed
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 %
CCM
276
Canal Capital Management
Virginia
$1.85M +$913K +8,391 +97%
WSFS
277
Wilmington Savings Fund Society
Delaware
$1.85M +$113K +1,043 +7%
KFC
278
Klingenstein Fields & Co
New York
$1.73M – – –
RPG
279
Risk Paradigm Group
Texas
$1.68M +$221K +2,035 +15%
CIA
280
Capital Investment Advisors
Georgia
$1.67M +$480K +4,414 +40%
EWM
281
Empirical Wealth Management
Washington
$1.65M -$79.9K -735 -5%
OC
282
Oppenheimer & Co
New York
$1.64M -$10.1M -92,586 -86%
EWM
283
Evercore Wealth Management
New York
$1.62M +$32.6K +300 +2%
ClearBridge Investments
284
ClearBridge Investments
New York
$1.61M +$8.05K +74 +0.5%
CIM
285
Cambria Investment Management
California
$1.55M – – –
WA
286
Waverly Advisors
Alabama
$1.52M -$368K -3,387 -19%
AEPG
287
American Economic Planning Group
New Jersey
$1.51M +$1.51M +13,903 New
ARF
288
Akaloa Resource Foundation
Minnesota
$1.51M +$1.51M +13,853 New
AWM
289
Altavista Wealth Management
North Carolina
$1.49M -$168K -1,540 -10%
TCM
290
Telos Capital Management
California
$1.47M +$113K +1,040 +8%
LI
291
LVZ Inc
Michigan
$1.47M -$84.5K -778 -5%
EWA
292
EP Wealth Advisors
California
$1.46M -$1.22M -11,217 -45%
NEIRG
293
New England Investment & Retirement Group
Massachusetts
$1.44M -$872K -8,058 -38%
PTC
294
Private Trust Company
Ohio
$1.41M +$80.8K +743 +6%
PCA
295
Peddock Capital Advisors
Massachusetts
$1.36M +$194K +1,787 +17%
PA
296
Pinnacle Associates
New York
$1.34M +$70.3K +646 +6%
HS
297
Huntington Steele
Pennsylvania
$1.33M +$102K +937 +8%
FIM
298
Freedom Investment Management
Connecticut
$1.31M -$261K -2,400 -17%
BPB
299
Badgley, Phelps & Bell
Washington
$1.31M +$52.1K +479 +4%
AP
300
Advisors Preferred
Maryland
$1.29M -$2.93M -26,907 -69%
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