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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 %
NSIM
451
North Star Investment Management
Illinois
$290K 2,664 -9 -0.3%
IPC
452
Independent Portfolio Consultants
Florida
$284K 2,610 – –
FMWA
453
Forvis Mazars Wealth Advisors
Missouri
$279K 2,568 -2,419 -49%
Koshinski Asset Management
454
Koshinski Asset Management
Illinois
$272K 2,499 +31 +1%
SYBT
455
Stock Yards Bank & Trust
Kentucky
$270K 2,480 -498 -17%
CCMG
456
Clark Capital Management Group
Pennsylvania
$268K 2,463 +45 +2%
BIM
457
Baldwin Investment Management
Pennsylvania
$265K 2,438 -125 -5%
MWM
458
Modera Wealth Management
New Jersey
$264K 2,425 -102 -4%
JWS
459
Juncture Wealth Strategies
Arizona
$261K 2,400 +400 +20%
KWMG
460
King Wealth Management Group
Florida
$255K 2,344 +2,344 New
TT
461
Tiedemann Trust
Delaware
$252K 2,070 -16,268 -89%
WI
462
Wedgewood Investors
Pennsylvania
$252K 2,315 – –
NFG
463
Next Financial Group
Texas
$250K 2,304 -13,725 -86%
CAM
464
Concorde Asset Management
Michigan
$246K 2,265 +2,265 New
AW
465
ACG Wealth
Georgia
$245K 2,250 -203 -8%
PCM
466
Parsons Capital Management
Rhode Island
$243K 2,236 – –
SBH
467
Segall Bryant & Hamill
Illinois
$241K 2,219 -34 -2%
ACM
468
Alpha Capital Management
Texas
$241K 2,213 +40 +2%
WS
469
Wedbush Securities
California
$239K 2,198 +2,198 New
W
470
Wealthquest
Ohio
$236K 2,170 – –
SFA
471
Sequoia Financial Advisors
Ohio
$233K 2,138 -147 -6%
NIC
472
Northwest Investment Counselors
Oregon
$232K 2,131 -528 -20%
VHAM
473
Van Hulzen Asset Management
California
$228K 2,100 -675 -24%
CW
474
Cabot-Wellington
Massachusetts
$226K 2,077 +2,077 New
BHB
475
Bank Hapoalim BM
Israel
– – – –
17 18
19
20 21