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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 %
PFO
501
Pathstone Family Office
New Jersey
$195K 1,779 – –
DSC
502
Duncker Streett & Co
Missouri
$187K 1,708 +3 +0.2%
CPIG
503
Chicago Partners Investment Group
Illinois
$170K 1,551 +10 +0.6%
BWA
504
Burt Wealth Advisors
Maryland
$164K 1,502 – –
S
505
SignatureFD
Georgia
$154K 1,409 -21,784 -94%
BCA
506
Bray Capital Advisors
Florida
$153K 1,400 – –
IAS
507
INR Advisory Services
Pennsylvania
$150K 1,371 -50 -4%
Bessemer Group
508
Bessemer Group
New Jersey
$138K 1,259 +813 +182%
CAL
509
Capital Advisors Ltd
Ohio
$133K 1,215 -274 -18%
JIC
510
Joel Isaacson & Co
New York
$131K 1,200 -74 -6%
SAM
511
Shamrock Asset Management
Texas
$131K 1,193 +1,193 New
SEIA
512
Signature Estate & Investment Advisors
California
$130K 1,183 +1,183 New
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$123K 1,122 – –
WIC
514
Woodmont Investment Counsel
Tennessee
$122K 1,113 – –
BC
515
Bartlett & Co
Ohio
$107K 981 +522 +114%
PTCG
516
Pring Turner Capital Group
California
$105K 962 +962 New
BCP
517
Blue Chip Partners
Michigan
$104K 945 +5 +0.5%
RBC
518
Roble Belko & Company
Pennsylvania
$101K 921 -53 -5%
CS
519
Credential Securities
$101K 920 – –
RWA
520
Ropes Wealth Advisors
Massachusetts
$98K 890 -65 -7%
CCS
521
Crosspoint Capital Strategies
California
$96K 874 +483 +124%
SNT
522
Security National Trust
West Virginia
$79K 725 +475 +190%
SAC
523
Smith Affiliated Capital
New York
– – – –
TWA
524
TCI Wealth Advisors
Arizona
$69K 632 – –
EMA
525
Efficient Market Advisors
California
$69K 628 +41 +7%
19 20
21
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