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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 %
FFC
301
First Financial Corp
Indiana
$1.29M -$151K -1,385 -10%
GW
302
GW & Wade
Massachusetts
$1.28M +$1.09K +10 +0.1%
SWM
303
SVA Wealth Management
Wisconsin
$1.26M +$82.2K +756 +7%
Northern Trust
304
Northern Trust
Illinois
$1.26M +$142K +130,332 +13%
ATC
305
Argent Trust Co
Tennessee
$1.26M – – –
PMFA
306
Plante Moran Financial Advisors
Michigan
$1.26M +$13.8K +127 +1%
PAM
307
Peak Asset Management
Colorado
$1.26M +$550K +5,056 +78%
BJ
308
Brouwer & Janachowski
California
$1.25M -$422K -3,881 -25%
OC
309
Oarsman Capital
Wisconsin
$1.22M -$11.1K -102 -0.9%
SIM
310
SSI Investment Management
California
$1.22M +$340K +3,121 +39%
CWM
311
Cranbrook Wealth Management
Michigan
$1.21M -$15.5K -142 -1%
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
$1.19M +$923K +8,481 +350%
WA
313
WFG Advisors
Texas
$1.15M +$258K +2,367 +29%
EFS
314
Essex Financial Services
Connecticut
$1.14M -$186K -1,706 -14%
FF
315
Friedenthal Financial
New Jersey
$1.13M +$16.2K +149 +1%
SWP
316
Stratos Wealth Partners
Ohio
$1.12M -$8.23M -75,728 -88%
1832 Asset Management
317
1832 Asset Management
Ontario, Canada
$1.1M -$276M -2,545,344 -100%
CIBC World Market
318
CIBC World Market
Ontario, Canada
$1.07M -$947K -8,703 -47%
EDRE
319
Edmond de Rothschild (Europe)
Luxembourg
$1.04M +$1.04M +9,550 New
ONB
320
Old National Bancorp
Indiana
$1.01M -$1.3M -11,926 -56%
F
321
Filament
Washington
$1.01M – – –
VFS
322
VSR Financial Services
Kansas
$1.01M -$2.54M -23,337 -71%
AAM
323
Aureus Asset Management
Massachusetts
$987K -$675K -6,200 -41%
MCM
324
Maryland Capital Management
Maryland
$969K -$111K -1,019 -10%
SSWM
325
Sheets Smith Wealth Management
North Carolina
$959K +$96.9K +891 +11%
11 12
13
14 15