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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.

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 %
AGA
376
Accuvest Global Advisors
Utah
$730K – – –
BWP
377
BSW Wealth Partners
Colorado
$726K -$51.6K -471 -7%
WB
378
Webster Bank
Connecticut
$722K +$246K +2,248 +52%
FWIA
379
Fort Washington Investment Advisors
Ohio
$712K – – –
TCM
380
Traynor Capital Management
Pennsylvania
$702K +$25.6K +234 +4%
PP
381
Prudential plc
United Kingdom
$701K +$241K +2,200 +52%
PAG
382
Pinnacle Advisory Group
Maryland
$695K +$253K +2,314 +57%
JIR
383
James Investment Research
Ohio
$670K – – –
WA
384
Wealth Architects
California
$668K -$46.4K -424 -6%
AAM
385
Aureus Asset Management
Massachusetts
$663K -$331K -3,019 -33%
BFC
386
Blue Fin Capital
Rhode Island
$658K +$38.2K +349 +6%
AWA
387
Arete Wealth Advisors
Illinois
$654K +$96.7K +882 +17%
KT
388
Kanaly Trust
Texas
$644K – – –
IT
389
Independence Trust
Tennessee
$644K +$20.8K +190 +3%
DAC
390
Dividend Assets Capital
South Carolina
$638K +$26.3K +240 +4%
SMC
391
Smith, Moore & Co
Missouri
$632K +$72.9K +665 +13%
William Blair & Company
392
William Blair & Company
Illinois
$631K -$6.44M -58,700 -91%
FC
393
Financial Consulate
Maryland
$631K +$129K +1,180 +26%
BBA
394
BLB&B Advisors
Pennsylvania
$624K +$175K +1,598 +39%
ZB
395
Zions Bancorporation
Utah
$619K – – –
TNB
396
Thomasville National Bank
Georgia
$608K -$34.1K -311 -5%
FIG
397
Fusion Investment Group
Pennsylvania
$602K -$7.36M -67,218 -92%
CCM
398
Coldstream Capital Management
Washington
$597K -$31.9K -291 -5%
CM
399
Cornerstone Management
Georgia
$595K +$11K +100 +2%
FFC
400
First Financial Corp
Indiana
$592K -$711K -6,483 -55%
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16
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