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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
1
1832 Asset Management
Ontario, Canada
$285M
2
Bank of America
2
Bank of America
North Carolina
$881M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$359M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.09B
5
ACM
5
Aviance Capital Management
Florida
$183M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$502M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
SCM
3
SCS Capital Management
Massachusetts
$83.9M
4
QI
4
QS Investors
New York
$152M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
351
Stearns Financial Services Group
North Carolina
$856K +$60.2K +540 +8%
JIP
352
Jaffetilchin Investment Partners
Florida
$854K -$42.9K -385 -5%
BWP
353
BSW Wealth Partners
Colorado
$853K -$9.14K -82 -1%
MVIP
354
Mar Vista Investment Partners
California
$852K – – –
BAS
355
Brown Advisory Securities
Maryland
$842K +$66.8K +600 +9%
HJA
356
Hugh Johnson Advisors
New York
$831K -$29.5K -265 -3%
WPC
357
White Pine Capital
Minnesota
$828K – – –
ICAS
358
Investors Capital Advisory Services
Massachusetts
$818K +$152K +1,366 +23%
DAM
359
Delta Asset Management
Tennessee
$802K – – –
SCM
360
Shelton Capital Management
Colorado
$792K -$26.8K -241 -3%
CCFCSB
361
Cape Cod Five Cents Savings Bank
Massachusetts
$779K -$437K -3,920 -36%
WA
362
Wealth Architects
California
$774K -$48.4K -434 -6%
HCA
363
Harbour Capital Advisors
Virginia
$768K +$165K +1,480 +27%
TAM
364
Taurus Asset Management
New York
$758K – – –
HTC
365
Haverford Trust Company
Pennsylvania
$754K – – –
CAM
366
Cidel Asset Management
Ontario, Canada
$747K +$747K +6,700 New
TSW
367
Thompson Siegel & Walmsley
Virginia
$738K +$178K +1,600 +32%
PC
368
Palo Capital
California
$735K – – –
FWIA
369
Fort Washington Investment Advisors
Ohio
$724K – – –
AWA
370
Arete Wealth Advisors
Illinois
$724K +$260K +2,338 +56%
PAM
371
Peak Asset Management
Colorado
$723K +$276K +2,475 +62%
CBB
372
Citizens Business Bank
California
$704K -$46.2K -414 -6%
CCM
373
Coldstream Capital Management
Washington
$704K +$704K +6,314 New
AGA
374
Accuvest Global Advisors
Utah
$702K -$276K -2,480 -28%
BOK
375
Bank of Kentucky
Kentucky
$694K +$11.6K +104 +2%
13 14
15
16 17