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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 %
PO
376
Private Ocean
California
$687K -$85.8K -770 -11%
SIA
377
Starfire Investment Advisers
Michigan
$686K +$686K +6,159 New
WCM
378
Wealthcare Capital Management
Virginia
$686K +$515K +4,624 +301%
Janney Montgomery Scott
379
Janney Montgomery Scott
Pennsylvania
$683K +$4.68K +42 +0.7%
JIR
380
James Investment Research
Ohio
$681K -$695K – –
CNB
381
City National Bank
California
$675K +$229K +2,053 +51%
GIP
382
Greatmark Investment Partners
Georgia
$672K -$264K -2,370 -28%
CG
383
Colony Group
Massachusetts
$663K +$59.9K +538 +10%
TCM
384
Traynor Capital Management
Pennsylvania
$660K +$1.34K +12 +0.2%
KT
385
Kanaly Trust
Texas
$655K – – –
EAM
386
Evanson Asset Management
California
$644K +$251K +2,249 +64%
FFA
387
First Foundation Advisors
California
$632K -$8.89M -79,789 -93%
ZB
388
Zions Bancorporation
Utah
$629K +$629K +5,645 New
PG
389
Patten Group
Tennessee
$627K -$2.79K -25 -0.4%
STMM
390
South Texas Money Management
Texas
$627K +$216K +1,939 +53%
DAC
391
Dividend Assets Capital
South Carolina
$617K -$10K -90 -2%
IT
392
Independence Trust
Tennessee
$613K – – –
NB
393
NBT Bank
New York
$610K – – –
WF
394
Welch & Forbes
Massachusetts
$595K -$85.8K -770 -13%
TNB
395
Thomasville National Bank
Georgia
$595K -$25K -224 -4%
CM
396
Cornerstone Management
Georgia
$594K -$15.9K -143 -3%
WWM
397
Willingdon Wealth Management
North Carolina
$582K -$478K -3,359 -45%
BFC
398
Blue Fin Capital
Rhode Island
$582K +$3.9K +35 +0.7%
HB
399
Homrich & Berg
Georgia
$573K -$190K -1,704 -25%
SFS
400
Summit Financial Strategies
Ohio
$571K +$56.8K +510 +11%
14 15
16
17 18