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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 %
AL
476
Aspiriant LLC
California
$218K 2,003 +2,003 New
HR
477
Howe & Rusling
New York
$217K 1,994 – –
SHA
478
Smith Hayes Advisers
Nebraska
$212K 1,952 +131 +7%
PL
479
Parthenon LLC
Kentucky
$210K 1,931 -314 -14%
BC
480
Burney Company
Virginia
$210K 1,928 +1,928 New
DWM
481
Dakota Wealth Management
Florida
$208K 1,915 -812 -30%
MCM
482
Manchester Capital Management
Vermont
$206K 1,891 -2,115 -53%
WPC
483
Waters Parkerson & Co
Louisiana
$204K 1,872 -83 -4%
AC
484
Alexandria Capital
Virginia
$204K 1,875 -25 -1%
SC
485
Scotia Capital
Ontario, Canada
$202K 1,856 -45 -2%
CCT
486
Country Club Trust
Missouri
$201K 1,848 -620 -25%
PFO
487
Pathstone Family Office
New Jersey
$194K 1,779 +1,726 +3,257%
PAI
488
Pittenger & Anderson Inc
Nebraska
$192K 1,765 – –
APCM
489
Alaska Permanent Capital Management
Alaska
$186K 1,715 – –
DSC
490
Duncker Streett & Co
Missouri
$185K 1,705 -1,091 -39%
PSUF
491
People's United Financial
Connecticut
$180K 1,651 +949 +135%
APSP
492
Asset Planning Services (Pennsylvania)
Pennsylvania
$179K 1,642 +1,642 New
BFEC
493
Benjamin F. Edwards & Company
Missouri
$171K 1,568 – –
CPIG
494
Chicago Partners Investment Group
Illinois
$168K 1,541 -10 -0.6%
BWA
495
Burt Wealth Advisors
Maryland
$163K 1,502 – –
CAL
496
Capital Advisors Ltd
Ohio
$162K 1,489 – –
IAS
497
INR Advisory Services
Pennsylvania
$155K 1,421 -315 -18%
BCA
498
Bray Capital Advisors
Florida
$152K 1,400 +200 +17%
CAL
499
Capital Analysts LLC
Pennsylvania
$141K 1,293 -23,642 -95%
JIC
500
Joel Isaacson & Co
New York
$139K 1,274 +1,274 New
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