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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.

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 %
IT
376
Independence Trust
Tennessee
$618K +$20.1K +185 +3%
BFC
377
Blue Fin Capital
Rhode Island
$615K +$47.6K +438 +8%
ZB
378
Zions Bancorporation
Utah
$614K – – –
DAC
379
Dividend Assets Capital
South Carolina
$607K +$4.9K +45 +0.8%
DS
380
DRW Securities
Illinois
$594K -$2.01M -18,514 -77%
CBB
381
Citizens Business Bank
California
$588K -$99.4K -913 -14%
JFGIW
382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$588K +$133K +1,220 +29%
CCFCSB
383
Cape Cod Five Cents Savings Bank
Massachusetts
$580K -$180K -1,654 -24%
CM
384
Cornerstone Management
Georgia
$580K – – –
SFS
385
Summit Financial Strategies
Ohio
$579K +$21.4K +197 +4%
WF
386
Welch & Forbes
Massachusetts
$570K -$10.9K -100 -2%
NB
387
NBT Bank
New York
$562K -$33.5K -308 -6%
SMC
388
Smith, Moore & Co
Missouri
$555K +$68.2K +627 +14%
AWA
389
Arete Wealth Advisors
Illinois
$553K -$154K -1,413 -22%
Nomura Holdings
390
Nomura Holdings
Japan
$544K +$544K +5,000 New
RTS
391
Round Table Services
New Jersey
$540K +$104K +952 +24%
HB
392
Homrich & Berg
Georgia
$534K -$25.6K -235 -5%
LWA
393
Lenox Wealth Advisors
New York
$531K -$644K -5,920 -55%
CS
394
Cannell & Spears
New York
$529K – – –
WCM
395
Wealthcare Capital Management
Virginia
$498K -$172K -1,583 -26%
FC
396
Financial Consulate
Maryland
$498K -$1.52K -14 -0.3%
PCA
397
Personal Capital Advisors
California
$498K +$498K +4,576 New
HWA
398
Heritage Wealth Advisors
Virginia
$496K +$6.56K +60 +1%
TCOT
399
Trust Company of Toledo
Ohio
$489K +$9.25K +85 +2%
OCG
400
Opus Capital Group
Ohio
$487K +$39.4K +362 +9%
14 15
16
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