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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 %
CC
426
Courier Capital
New York
$453K 4,136 +1,100 +36%
FPCP
427
Fort Point Capital Partners
California
$453K 4,138 +1,260 +44%
FC
428
Forte Capital
New York
$451K 4,118 +22 +0.5%
FI
429
FormulaFolio Investments
Michigan
$448K 4,086 -340,843 -99%
PG
430
Patten Group
Tennessee
$444K 4,053 -150 -4%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$441K 4,024 – –
NFG
432
NewFocus Financial Group
Washington
$439K 4,002 +163 +4%
CBB
433
Citizens Business Bank
California
$435K 3,975 -1,426 -26%
FC
434
FCA Corp
Texas
$435K 3,968 +271 +7%
CI
435
Cambiar Investors
Colorado
$431K 3,930 +1,107 +39%
PCMC
436
Paragon Capital Management (Colorado)
Colorado
$426K 3,890 +148 +4%
HB
437
Homrich & Berg
Georgia
$418K 3,815 -1,091 -22%
SSB
438
Sandy Spring Bank
Maryland
$407K 3,721 -140 -4%
KWMG
439
King Wealth Management Group
Florida
$393K 3,583 +1,239 +53%
CAM
440
Concorde Asset Management
Michigan
$383K 3,497 +1,232 +54%
CAM
441
Cubic Asset Management
Massachusetts
$381K 3,480 -737 -17%
Kayne Anderson Rudnick Investment Management
442
Kayne Anderson Rudnick Investment Management
California
$379K 3,462 -410 -11%
BSW
443
Buckingham Strategic Wealth
Missouri
$379K 3,456 -328 -9%
Jane Street
444
Jane Street
New York
$373K 3,400 -114,594 -97%
FA
445
Fagan Associates
New York
$369K 3,365 +240 +8%
AI
446
Accredited Investors
Minnesota
$366K 3,332 +3,332 New
VIA
447
Vantage Investment Advisors
Pennsylvania
$363K 3,315 -652 -16%
CFS
448
Commonwealth Financial Services
West Virginia
$363K 3,317 +562 +20%
RFS
449
Rockefeller Financial Services
New York
$354K 3,227 -552 -15%
Neuberger Berman Group
450
Neuberger Berman Group
New York
$353K 3,224 +146 +5%
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