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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 %
CFA
326
Capstone Financial Advisors
Illinois
$1.08M -$4.39M -39,358 -80%
ATC
327
Argent Trust Company
Louisiana
$1.06M -$50.2K -450 -5%
SCA
328
Salient Capital Advisors
Texas
$1.04M -$158K -1,418 -13%
F
329
Filament
Washington
$1.04M – – –
SIA
330
Stancorp Investment Advisers
Oregon
$1M +$55.5K +498 +6%
ATC
331
Adirondack Trust Company
New York
$977K – – –
1SB
332
1ST Source Bank
Indiana
$975K +$240K +2,156 +33%
PP
333
Prudential plc
United Kingdom
$969K – – –
CA
334
Cambridge Advisors
Nebraska
$968K – – –
CCM
335
Canal Capital Management
Virginia
$962K +$400K +3,590 +71%
BWAM
336
Boyd Watterson Asset Management
Ohio
$945K -$150K -1,350 -14%
CS
337
Comerica Securities
Michigan
$945K +$945K +8,481 New
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$937K -$165K -1,479 -15%
KA
339
Kovack Advisors
Florida
$919K +$250K +2,242 +37%
WTC
340
WhitTier Trust Company
Nevada
$909K -$164K -1,467 -15%
WA
341
WFG Advisors
Texas
$909K -$36.1K -324 -4%
RBC
342
Ronald Blue & Co
Georgia
$905K -$3.32M -29,786 -79%
FAM
343
Foothills Asset Management
Arizona
$905K -$32.3K -290 -3%
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
$903K -$10.3M -92,632 -92%
SIM
345
SSI Investment Management
California
$902K -$234K -2,098 -21%
SSWM
346
Sheets Smith Wealth Management
North Carolina
$883K +$194K +1,740 +28%
SMDAM
347
Sumitomo Mitsui DS Asset Management
Japan
$877K -$76.8K -689 -8%
VIA
348
Vantage Investment Advisors
Pennsylvania
$877K +$448K +4,025 +105%
CANC
349
Culbertson A N & Co
Virginia
$868K +$183K +1,640 +27%
CWM
350
Concert Wealth Management
California
$861K +$333K +4,336 +63%
12 13
14
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