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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 %
CDIA
301
Capital Directions Investment Advisors
Georgia
$1.36M -$1.74M -15,878 -56%
LI
302
LVZ Inc
Michigan
$1.35M -$130K -1,183 -9%
HS
303
Huntington Steele
Pennsylvania
$1.33M -$4.6K -42 -0.3%
PMFA
304
Plante Moran Financial Advisors
Michigan
$1.32M +$53.7K +490 +4%
BPB
305
Badgley, Phelps & Bell
Washington
$1.31M -$17.2K -157 -1%
PCA
306
Peddock Capital Advisors
Massachusetts
$1.3M -$66.7K -609 -5%
GW
307
GW & Wade
Massachusetts
$1.29M +$7.01K +64 +0.5%
PAM
308
Peak Asset Management
Colorado
$1.26M -$5.26K -48 -0.4%
SEI Investments
309
SEI Investments
Pennsylvania
$1.25M +$1.19M +10,857 +1,898%
Luther King Capital Management (LKCM)
310
Luther King Capital Management (LKCM)
Texas
$1.25M +$50.4K +460 +4%
WA
311
WFG Advisors
Texas
$1.23M +$79K +721 +7%
Northern Trust
312
Northern Trust
Illinois
$1.23M -$46K -42,001 -4%
ACM
313
Ashford Capital Management
Delaware
$1.22M +$794K +7,246 +188%
WTC
314
WhitTier Trust Company
Nevada
$1.22M +$305K +2,784 +33%
RPG
315
Risk Paradigm Group
Texas
$1.21M -$483K -4,406 -29%
CWM
316
Cranbrook Wealth Management
Michigan
$1.2M -$13.4K -122 -1%
PTC
317
Private Trust Company
Ohio
$1.19M -$236K -2,153 -17%
RIM
318
Rampart Investment Management
Connecticut
$1.17M +$812K +7,415 +230%
ATC
319
Adirondack Trust Company
New York
$1.16M +$248K +2,260 +27%
MCM
320
Maryland Capital Management
Maryland
$1.16M +$179K +1,636 +18%
DBT
321
Dubuque Bank & Trust
Iowa
$1.14M -$945K -8,617 -45%
FF
322
Friedenthal Financial
New Jersey
$1.13M – – –
OC
323
Oarsman Capital
Wisconsin
$1.12M -$111K -1,009 -9%
AII
324
AGF Investments Inc
Ontario, Canada
$1.11M +$1.11M +10,080 New
CGI
325
CI Global Investments
California
$1.1M +$1.1M +10,070 New
11 12
13
14 15