AGG icon

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.

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
1
1832 Asset Management
Ontario, Canada
$285M
2
Bank of America
2
Bank of America
North Carolina
$881M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$359M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.09B
5
ACM
5
Aviance Capital Management
Florida
$183M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$502M
2
BFA
2
BlackRock Fund Advisors
California
$0
3
SCM
3
SCS Capital Management
Massachusetts
$83.9M
4
QI
4
QS Investors
New York
$152M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
426
NewFocus Financial Group
Washington
$467K 4,189 +1,564 +60%
JFGIW
427
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$466K 4,185 +1,580 +61%
AFIA
428
America First Investment Advisors
Nebraska
$465K 4,170 – –
SSB
429
Sandy Spring Bank
Maryland
$464K 4,161 +836 +25%
PL
430
Plancorp LLC
Missouri
$462K 4,146 +4,146 New
OCG
431
Opus Capital Group
Ohio
$459K 4,117 – –
FC
432
Forte Capital
New York
$456K 4,096 – –
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$448K 4,024 +673 +20%
RTS
434
Round Table Services
New Jersey
$447K 4,012 +1,220 +44%
MCM
435
Manchester Capital Management
Vermont
$446K 4,006 +4,006 New
Kayne Anderson Rudnick Investment Management
436
Kayne Anderson Rudnick Investment Management
California
$430K 3,861 -1,134 -23%
FWP
437
FAS Wealth Partners
Kansas
$430K 3,856 +1,751 +83%
BSW
438
Buckingham Strategic Wealth
Missouri
$425K 3,817 +2 +0.1%
RFS
439
Rockefeller Financial Services
New York
$421K 3,779 – –
ACP
440
Aviance Capital Partners
Florida
$417K 3,739 +492 +15%
PCMC
441
Paragon Capital Management (Colorado)
Colorado
$417K 3,742 +30 +0.8%
AAM
442
Autus Asset Management
Arizona
$408K 3,668 -75 -2%
PWMAG
443
Pinnacle Wealth Management Advisory Group
New Jersey
$407K 3,650 +807 +28%
BOS
444
Bingham Osborn & Scarborough
California
$386K 3,468 -126 -4%
RFA
445
Reilly Financial Advisors
California
$385K 3,453 +880 +34%
BBA
446
BLB&B Advisors
Pennsylvania
$384K 3,447 -290 -8%
NAM
447
NTV Asset Management
West Virginia
$377K 3,387 +1 +0%
GJIC
448
Gamble Jones Investment Counsel
California
$377K 3,384 +14 +0.4%
RIM
449
Rampart Investment Management
Connecticut
$359K 3,222 -1,962 -38%
FA
450
Fagan Associates
New York
$357K 3,200 +350 +12%
16 17
18
19 20