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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
CA
4
Cambridge Associates
Massachusetts
$3.54M
5
FI
5
FormulaFolio Investments
Michigan
$448K
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
401
Dynamic Advisor Solutions
Arizona
$585K 5,342 +5,342 New
WA
402
Waverly Advisors
Alabama
$577K 5,264 -8,736 -62%
WF
403
Welch & Forbes
Massachusetts
$574K 5,240 – –
STMM
404
South Texas Money Management
Texas
$573K 5,228 -769 -13%
IGIM
405
I.G. Investment Management
Manitoba, Canada
$571K 5,215 +5,215 New
NB
406
NBT Bank
New York
$566K 5,162 – –
ACP
407
Aviance Capital Partners
Florida
$565K 4,651 +186 +4%
FFA
408
First Foundation Advisors
California
$564K 5,144 +5,144 New
PL
409
Plancorp LLC
Missouri
$553K 5,046 +5,046 New
BCM
410
Brookmont Capital Management
Texas
$534K 4,875 +4,875 New
SSWM
411
Sheets Smith Wealth Management
North Carolina
$525K 4,790 -4,024 -46%
CS
412
Cannell & Spears
New York
$519K 4,732 -133 -3%
RTS
413
Round Table Services
New Jersey
$511K 4,664 -300 -6%
PWMAG
414
Pinnacle Wealth Management Advisory Group
New Jersey
$510K 4,655 +480 +11%
CCFCSB
415
Cape Cod Five Cents Savings Bank
Massachusetts
$500K 4,567 -768 -14%
TCOT
416
Trust Company of Toledo
Ohio
$500K 4,563 +70 +2%
OCG
417
Opus Capital Group
Ohio
$495K 4,520 +41 +0.9%
HWA
418
Heritage Wealth Advisors
Virginia
$493K 4,496 -40 -0.9%
SFS
419
Summit Financial Strategies
Ohio
$484K 4,416 -909 -17%
AIM
420
Advantage Investment Management
Iowa
$479K 4,372 -13,742 -76%
LSA
421
Liberty Street Advisors
New York
$478K 4,362 +1,373 +46%
AAM
422
Autus Asset Management
Arizona
$477K 4,353 -100 -2%
EAM
423
Evanson Asset Management
California
$471K 4,300 +752 +21%
Franklin Resources
424
Franklin Resources
California
$463K 4,225 – –
AFIA
425
America First Investment Advisors
Nebraska
$457K 4,170 – –
15 16
17
18 19