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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 %
GWM
501
Gupta Wealth Management
California
$126K 1,160 +272 +31%
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$122K 1,122 +372 +50%
WIC
503
Woodmont Investment Counsel
Tennessee
$121K 1,113 +1,113 New
RBC
504
Roble Belko & Company
Pennsylvania
$106K 974 – –
RWA
505
Ropes Wealth Advisors
Massachusetts
$104K 955 -34 -3%
AIM
506
AMI Investment Management
Indiana
$103K 945 +945 New
BBHC
507
Brown Brothers Harriman & Co
New York
$102K 935 – –
BCP
508
Blue Chip Partners
Michigan
$102K 940 +6 +0.6%
CS
509
Credential Securities
$100K 920 +120 +15%
Simplex Trading
510
Simplex Trading
Illinois
$97K 896 +896 New
TCM
511
Tradewinds Capital Management
Washington
$95K 872 +852 +4,260%
CFG
512
CKW Financial Group
Hawaii
$82K 754 +754 New
FANJ
513
Financial Architects (New Jersey)
New Jersey
$79K 724 -323 -31%
RCG
514
Ruggie Capital Group
Florida
$78K 716 +685 +2,210%
SAC
515
Smith Affiliated Capital
New York
– – – –
1GA
516
1st Global Advisors
Texas
$75.2K 691,095 +33,131 +5%
CFSG
517
Community Financial Services Group
Vermont
$75K 690 +690 New
TWA
518
TCI Wealth Advisors
Arizona
$69K 632 +1 +0.2%
PVH
519
Psagot Value Holdings
Israel
$68K 621 -3,667 -86%
Thrivent Financial for Lutherans
520
Thrivent Financial for Lutherans
Minnesota
$68K 620 -60 -9%
AA
521
AlphaMark Advisors
Kentucky
$65K 600 – –
EMA
522
Efficient Market Advisors
California
$64K 587 – –
SEI Investments
523
SEI Investments
Pennsylvania
$62K 572 -174 -23%
TC
524
Trust Company
Kansas
$57K 523 -206 -28%
KCM
525
Karp Capital Management
California
$57K 522 +1 +0.2%
19 20
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