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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 %
NAM
451
NTV Asset Management
West Virginia
$352K 3,214 – –
GJIC
452
Gamble Jones Investment Counsel
California
$351K 3,207 +12 +0.4%
WCA
453
Westover Capital Advisors
Delaware
$333K 3,043 -28 -0.9%
DIA
454
Denver Investment Advisors
Colorado
$329K 3,000 – –
CCMG
455
Clark Capital Management Group
Pennsylvania
$329K 3,002 +539 +22%
BOS
456
Bingham Osborn & Scarborough
California
$328K 2,992 +299 +11%
CC
457
Cadinha & Co
Hawaii
$323K 2,949 – –
GMA
458
Goldstein Munger & Associates
California
$307K 2,805 – –
APSP
459
Asset Planning Services (Pennsylvania)
Pennsylvania
$301K 2,750 +1,108 +67%
DJSG
460
D.J. St. Germain
Massachusetts
$299K 2,727 – –
LW
461
Linscomb Wealth
Texas
$298K 2,717 +2,717 New
JGUA
462
John G. Ullman & Associates
New York
$296K 2,703 +2,703 New
SHA
463
Smith Hayes Advisers
Nebraska
$295K 2,692 +740 +38%
LIM
464
Leavell Investment Management
Alabama
$294K 2,678 – –
NSIM
465
North Star Investment Management
Illinois
$287K 2,623 -41 -2%
IPC
466
Independent Portfolio Consultants
Florida
$286K 2,610 – –
RFA
467
Reilly Financial Advisors
California
$285K 2,602 -441 -14%
SFA
468
Sequoia Financial Advisors
Ohio
$285K 2,599 +461 +22%
JWS
469
Juncture Wealth Strategies
Arizona
$278K 2,540 +140 +6%
Koshinski Asset Management
470
Koshinski Asset Management
Illinois
$275K 2,526 +27 +1%
GWM
471
Gupta Wealth Management
California
$274K 2,496 +1,336 +115%
BIM
472
Baldwin Investment Management
Pennsylvania
$267K 2,438 – –
GP
473
Girard Partners
Pennsylvania
$265K 2,415 +2,415 New
PFG
474
Pacific Financial Group
Washington
$265K 2,419 +2,419 New
PGFC
475
Peapack-Gladstone Financial Corp
New Jersey
$264K 2,405 +2,405 New
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19
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