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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
1
Bank of America
North Carolina
$1.28B
2
SCM
2
SCS Capital Management
Massachusetts
$493M
3
QI
3
QS Investors
New York
$436M
4
ACM
4
Aviance Capital Management
Florida
$188M
5
FIM
5
Freedom Investment Management
Connecticut
$177M

Top Sellers

1
BlackRock
1
BlackRock
New York
$542M
2
FA
2
FDx Advisors
Illinois
$5.44M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$215M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$51M
5
CA
5
Cambridge Associates
Massachusetts
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
351
Brown Advisory Securities
Maryland
$897K +$26.1K +238 +3%
CANC
352
Culbertson A N & Co
Virginia
$894K – – –
EFSCE
353
Enterprise Financial Services Corp (EFSC)
Missouri
$892K – – –
BWFA
354
Baltimore-Washington Financial Advisors
Maryland
$890K -$6.03K -55 -0.7%
SFSG
355
Stearns Financial Services Group
North Carolina
$884K +$37.3K +340 +4%
NDSI
356
Newman Dignan & Sheerar Inc
Rhode Island
$883K +$883K +8,060 New
JIP
357
Jaffetilchin Investment Partners
Florida
$882K +$13.6K +124 +2%
ONB
358
Old National Bancorp
Indiana
$857K -$164K -1,500 -16%
CPA
359
Capital Planning Advisors
California
$842K +$842K +7,682 New
MVIP
360
Mar Vista Investment Partners
California
$838K – – –
ACM
361
Argent Capital Management
Missouri
$832K – – –
CNB
362
City National Bank
California
$825K +$180K +1,643 +28%
SIA
363
Starfire Investment Advisers
Michigan
$819K +$438 +4 +0.1%
WPC
364
White Pine Capital
Minnesota
$814K – – –
GIP
365
Greatmark Investment Partners
Georgia
$809K – – –
PO
366
Private Ocean
California
$809K +$94.8K +865 +13%
JFGIW
367
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$806K +$213K +1,945 +36%
DAM
368
Delta Asset Management
Tennessee
$785K -$2.74K -25 -0.3%
EAMA
369
EFG Asset Management (Americas)
Florida
$781K – – –
FHC
370
First Heartland Consultants
Missouri
$767K +$159K +1,447 +26%
BOTW
371
Bank of the West
California
$759K -$38.3K -350 -5%
CG
372
Colony Group
Massachusetts
$758K +$101K +921 +15%
SCM
373
Shelton Capital Management
Colorado
$748K +$14.3K +130 +2%
TAM
374
Taurus Asset Management
New York
$745K – – –
LWA
375
Lenox Wealth Advisors
New York
$740K +$205K +1,871 +38%
13 14
15
16 17