AGG icon

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 Market Value Shares Shares
Change 		Shares
Change %
ACP
401
Aviance Capital Partners
Florida
$486K 4,465 +726 +19%
AAM
402
Autus Asset Management
Arizona
$485K 4,453 +785 +21%
BL
403
Balentine LLC
Georgia
$482K 4,433 -45 -1%
Parallax Volatility Advisers
404
Parallax Volatility Advisers
California
$476K 4,374 +4,373 +437,300%
WB
405
Webster Bank
Connecticut
$472K 4,340 – –
BRWA
406
B. Riley Wealth Advisors
Florida
$467K 4,277 -611 -13%
NAM
407
North American Management
Massachusetts
$467K 4,293 – –
AWM
408
Affinity Wealth Management
Delaware
$461K 4,238 +4,238 New
Franklin Resources
409
Franklin Resources
California
$460K 4,225 -550 -12%
CAM
410
Cubic Asset Management
Massachusetts
$459K 4,217 -50 -1%
PG
411
Patten Group
Tennessee
$457K 4,203 -1,425 -25%
PP
412
Prudential plc
United Kingdom
$457K 4,200 -4,500 -52%
AFIA
413
America First Investment Advisors
Nebraska
$454K 4,170 – –
PWMAG
414
Pinnacle Wealth Management Advisory Group
New Jersey
$454K 4,175 +525 +14%
FC
415
Forte Capital
New York
$446K 4,096 – –
BBA
416
BLB&B Advisors
Pennsylvania
$446K 4,098 +651 +19%
PAG
417
Pinnacle Advisory Group
Maryland
$439K 4,036 -288 -7%
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$438K 4,024 – –
VIA
419
Vantage Investment Advisors
Pennsylvania
$432K 3,967 -3,905 -50%
BAAM
420
Baker Avenue Asset Management
California
$428K 3,939 -999 -20%
Kayne Anderson Rudnick Investment Management
421
Kayne Anderson Rudnick Investment Management
California
$421K 3,872 +11 +0.3%
SSB
422
Sandy Spring Bank
Maryland
$420K 3,861 -300 -7%
ACM
423
Ashford Capital Management
Delaware
$420K 3,859 +3,859 New
NFG
424
NewFocus Financial Group
Washington
$418K 3,839 -350 -8%
BSW
425
Buckingham Strategic Wealth
Missouri
$412K 3,784 -33 -0.9%
15 16
17
18 19