AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

574 hedge funds and large institutions have $18B invested in iShares Core US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 253 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
16.04%
Holding in Top 10
118
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.84%
% of All Funds
3.3%
New
55
Increased
253
Reduced
185
Closed
42
Calls
$2.05M
Puts
$701K
Net Calls
+$1.35M
Net Calls Change
+$3.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.28B
2
SCM
SCS Capital Management
Massachusetts
$493M
3
QI
QS Investors
New York
$436M
4
ACM
Aviance Capital Management
Florida
$188M
5
FIM
Freedom Investment Management
Connecticut
$177M

Top Sellers

1
BlackRock
BlackRock
New York
$542M
2
FA
FDx Advisors
Illinois
$5.44M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$215M
4
Lazard Asset Management
Lazard Asset Management
New York
$51M
5
CA
Cambridge Associates
Massachusetts
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
276
Summit Capital Management
Washington
$1.86M -$666K -6,074 -26%
WSFS
277
Wilmington Savings Fund Society
Delaware
$1.86M – – –
T
278
Thomaspartners
Massachusetts
$1.86M -$87.2K -796 -4%
CFA
279
Capstone Financial Advisors
Illinois
$1.85M +$1.48M +13,548 +409%
VKH
280
Virtu KCG Holdings
New York
$1.84M +$1.45M +13,243 +374%
CIA
281
Capital Investment Advisors
Georgia
$1.83M +$152K +1,387 +9%
EC
282
Estate Counselors
Wisconsin
$1.83M +$1.83M +16,730 New
AWS
283
Aris Wealth Services
Pennsylvania
$1.8M -$330K -3,013 -15%
HH
284
Hilltop Holdings
Texas
$1.78M +$1.78M +16,266 New
AP
285
Advisors Preferred
Maryland
$1.78M +$474K +4,325 +36%
KFC
286
Klingenstein Fields & Co
New York
$1.74M – – –
BL
287
Balentine LLC
Georgia
$1.72M +$1.23M +11,251 +254%
AWM
288
Altavista Wealth Management
North Carolina
$1.68M +$175K +1,598 +12%
EWM
289
Empirical Wealth Management
Washington
$1.66M -$1.97K -18 -0.1%
EWM
290
Evercore Wealth Management
New York
$1.65M +$19.2K +175 +1%
NEIRG
291
New England Investment & Retirement Group
Massachusetts
$1.59M +$130K +1,185 +9%
ClearBridge Investments
292
ClearBridge Investments
New York
$1.57M -$57.4K -524 -4%
CIM
293
Cambria Investment Management
California
$1.56M – – –
ARF
294
Akaloa Resource Foundation
Minnesota
$1.53M +$8.99K +82 +0.6%
TCM
295
Telos Capital Management
California
$1.49M +$11.5K +105 +0.8%
NAM
296
North American Management
Massachusetts
$1.48M +$1.01M +9,215 +215%
NEPWA
297
New England Private Wealth Advisors
Massachusetts
$1.45M -$2.29M -20,885 -61%
PA
298
Pinnacle Associates
New York
$1.44M +$88.8K +810 +7%
FTIOP
299
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.43M -$1.38M -12,607 -49%
SWM
300
SVA Wealth Management
Wisconsin
$1.43M +$154K +1,406 +12%
10 11
12
13 14