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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 %
WI
476
Wedgewood Investors
Pennsylvania
$258K 2,315 – –
FC
477
FCA Corp
Texas
$257K 2,307 +2,307 New
SFA
478
Sequoia Financial Advisors
Ohio
$255K 2,285 -837 -27%
SBH
479
Segall Bryant & Hamill
Illinois
$251K 2,253 +2,253 New
PL
480
Parthenon LLC
Kentucky
$250K 2,245 +134 +6%
PCM
481
Parsons Capital Management
Rhode Island
$249K 2,236 +2,236 New
W
482
Wealthquest
Ohio
$242K 2,170 – –
ACM
483
Alpha Capital Management
Texas
$239K 2,173 – –
JGUA
484
John G. Ullman & Associates
New York
$226K 2,025 +2,025 New
JWS
485
Juncture Wealth Strategies
Arizona
$223K 2,000 -1,700 -46%
HR
486
Howe & Rusling
New York
$222K 1,994 +1,397 +234%
PMG
487
ProVise Management Group
Florida
$220K 1,974 -150 -7%
WPC
488
Waters Parkerson & Co
Louisiana
$218K 1,955 +1,955 New
LW
489
Linscomb Wealth
Texas
$215K 1,933 -1,904 -50%
AC
490
Alexandria Capital
Virginia
$212K 1,900 +203 +12%
SC
491
Scotia Capital
Ontario, Canada
$212K 1,901 +1,901 New
CD
492
Carl Domino
Florida
$210K 1,881 +1,881 New
FNT
493
First National Trust
Pennsylvania
$205K 1,836 -120 -6%
SCG
494
Sonata Capital Group
Washington
$204K 1,829 – –
NEPPG
495
New England Professional Planning Group
Rhode Island
$204K 1,850 – –
SHA
496
Smith Hayes Advisers
Nebraska
$203K 1,821 +1 +0.1%
PAI
497
Pittenger & Anderson Inc
Nebraska
$197K 1,765 +790 +81%
IAS
498
INR Advisory Services
Pennsylvania
$193K 1,736 -8,015 -82%
APCM
499
Alaska Permanent Capital Management
Alaska
$191K 1,715 – –
BFEC
500
Benjamin F. Edwards & Company
Missouri
$175K 1,568 +500 +47%
18 19
20
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