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

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$502M
2
BFA
BlackRock Fund Advisors
California
$0
3
SCM
SCS Capital Management
Massachusetts
$83.9M
4
QI
QS Investors
New York
$152M
5
Lazard Asset Management
Lazard Asset Management
New York
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
401
Brookmont Capital Management
Texas
$567K +$230K +2,060 +68%
BPBT
402
Boston Private Bank & Trust
Massachusetts
$566K -$62.5K -560 -10%
FMWA
403
Forvis Mazars Wealth Advisors
Missouri
$556K +$556K +4,987 New
BAAM
404
Baker Avenue Asset Management
California
$550K -$53.5K -480 -9%
FIMS
405
FBL Investment Management Services
Iowa
$549K +$120K +1,075 +28%
BRWA
406
B. Riley Wealth Advisors
Florida
$545K +$358K +3,208 +191%
CS
407
Cannell & Spears
New York
$542K – – –
Franklin Resources
408
Franklin Resources
California
$532K – – –
WCA
409
Westover Capital Advisors
Delaware
$528K – – –
Wellington Management Group
410
Wellington Management Group
Massachusetts
$515K – – –
FC
411
Financial Consulate
Maryland
$511K -$832K -7,469 -62%
HWA
412
Heritage Wealth Advisors
Virginia
$499K -$55.6K -499 -10%
SMC
413
Smith, Moore & Co
Missouri
$499K +$74.5K +668 +18%
BL
414
Balentine LLC
Georgia
$499K +$499K +4,478 New
ICM
415
ICC Capital Management
Florida
$494K +$406K +3,645 +464%
TCOT
416
Trust Company of Toledo
Ohio
$491K – – –
WB
417
Webster Bank
Connecticut
$484K +$19K +170 +4%
PAG
418
Pinnacle Advisory Group
Maryland
$481K +$481K +4,324 New
GAM
419
Gould Asset Management
California
$480K +$480K +4,305 New
PVH
420
Psagot Value Holdings
Israel
$478K -$636K -5,701 -57%
NAM
421
North American Management
Massachusetts
$478K – – –
CAM
422
Cubic Asset Management
Massachusetts
$475K +$3.23K +29 +0.7%
WB
423
WesBanco Bank
West Virginia
$475K +$199K +1,785 +72%
DAS
424
Dynamic Advisor Solutions
Arizona
$471K +$41.4K +372 +10%
LIM
425
Leavell Investment Management
Alabama
$470K – – –
15 16
17
18 19