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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 %
RFS
426
Rockefeller Financial Services
New York
$411K 3,779 – –
PCMC
427
Paragon Capital Management (Colorado)
Colorado
$407K 3,742 – –
FC
428
FCA Corp
Texas
$402K 3,697 +1,390 +60%
EAM
429
Evanson Asset Management
California
$386K 3,548 -2,230 -39%
VKH
430
Virtu KCG Holdings
New York
$385K 3,543 -18,306 -84%
NA
431
Navellier & Associates
Nevada
$382K 3,512 +3,512 New
CFA
432
Capstone Financial Advisors
Illinois
$360K 3,309 -6,356 -66%
RIM
433
Rampart Investment Management
Connecticut
$350K 3,221 -1 -0%
NAM
434
NTV Asset Management
West Virginia
$349K 3,214 -173 -5%
GJIC
435
Gamble Jones Investment Counsel
California
$348K 3,195 -189 -6%
FA
436
Fagan Associates
New York
$340K 3,125 -75 -2%
Neuberger Berman Group
437
Neuberger Berman Group
New York
$335K 3,078 +112 +4%
WCA
438
Westover Capital Advisors
Delaware
$334K 3,071 -1,667 -35%
RFA
439
Reilly Financial Advisors
California
$331K 3,043 -410 -12%
CC
440
Courier Capital
New York
$330K 3,036 – –
DIA
441
Denver Investment Advisors
Colorado
$326K 3,000 – –
LSA
442
Liberty Street Advisors
New York
$325K 2,989 +2,989 New
CC
443
Cadinha & Co
Hawaii
$321K 2,949 +2,949 New
FPCP
444
Fort Point Capital Partners
California
$313K 2,878 – –
CI
445
Cambiar Investors
Colorado
$307K 2,823 +123 +5%
GMA
446
Goldstein Munger & Associates
California
$305K 2,805 – –
CFS
447
Commonwealth Financial Services
West Virginia
$300K 2,755 +197 +8%
DJSG
448
D.J. St. Germain
Massachusetts
$297K 2,727 +374 +16%
BOS
449
Bingham Osborn & Scarborough
California
$293K 2,693 -775 -22%
LIM
450
Leavell Investment Management
Alabama
$291K 2,678 -1,540 -37%
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18
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