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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 %
OC
326
Oakworth Capital
Alabama
$958K -$156K -1,421 -14%
CS
327
Comerica Securities
Michigan
$958K +$35.3K +324 +4%
KA
328
Kovack Advisors
Florida
$953K +$56.2K +517 +6%
CA
329
Cambridge Advisors
Nebraska
$945K – – –
SCA
330
Salient Capital Advisors
Texas
$933K -$80.7K -742 -8%
BWAM
331
Boyd Watterson Asset Management
Ohio
$915K -$8.16K -75 -0.9%
ATC
332
Adirondack Trust Company
New York
$908K -$45.1K -415 -5%
FWP
333
FAS Wealth Partners
Kansas
$908K +$488K +4,489 +116%
1SB
334
1ST Source Bank
Indiana
$906K -$46.1K -424 -5%
WTC
335
WhitTier Trust Company
Nevada
$904K +$17.2K +158 +2%
FAM
336
Foothills Asset Management
Arizona
$895K +$12K +110 +1%
BWFA
337
Baltimore-Washington Financial Advisors
Maryland
$889K -$629K -5,790 -41%
CANC
338
Culbertson A N & Co
Virginia
$887K +$39.5K +363 +5%
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$886K -$29.2K -268 -3%
RBC
340
Ronald Blue & Co
Georgia
$875K -$8.38K -77 -0.9%
JIP
341
Jaffetilchin Investment Partners
Florida
$862K +$27.7K +255 +3%
BAS
342
Brown Advisory Securities
Maryland
$862K +$41.2K +380 +5%
SMDAM
343
Sumitomo Mitsui DS Asset Management
Japan
$854K -$2.18K -20 -0.3%
TSW
344
Thompson Siegel & Walmsley
Virginia
$854K +$133K +1,225 +18%
SFSG
345
Stearns Financial Services Group
North Carolina
$840K +$4.46K +41 +0.5%
HCA
346
Harbour Capital Advisors
Virginia
$834K +$84.3K +775 +11%
MVIP
347
Mar Vista Investment Partners
California
$832K – – –
ACM
348
Argent Capital Management
Missouri
$826K +$826K +7,595 New
ICAS
349
Investors Capital Advisory Services
Massachusetts
$825K +$26K +239 +3%
SIA
350
Starfire Investment Advisers
Michigan
$813K +$143K +1,313 +21%
12 13
14
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