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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 %
WAS
526
Winch Advisory Services
Wisconsin
$56K 505 +505 New
BC
527
Bartlett & Co
Ohio
$51K 459 – –
Bessemer Group
528
Bessemer Group
New Jersey
$50K 446 +446 New
KA
529
Klingman & Associates
New York
$50K 446 +446 New
TIM
530
Tortoise Investment Management
New York
$48K 430 -435 -50%
WRM
531
Westport Resources Management
Connecticut
$48K 435 – –
BRWM
532
B. Riley Wealth Management
Tennessee
$46K 416 +416 New
AA
533
Apriem Advisors
California
$45K 400 – –
HCM
534
Horrell Capital Management
Arkansas
$45K 400 – –
VNA
535
Valley National Advisers
Pennsylvania
$45K 400 +180 +82%
CCS
536
Crosspoint Capital Strategies
California
$44K 391 +391 New
P
537
Palladiem
Pennsylvania
$37K 335 -1,549 -82%
KTC
538
Kistler-Tiffany Companies
Pennsylvania
$37K 330 – –
WCBA
539
Weaver C. Barksdale & Associates
Tennessee
$33K 292 +147 +101%
WTB
540
Washington Trust Bank
Washington
$30K 272 +272 New
GI
541
Gradient Investments
Minnesota
$29K 260 -51 -16%
SNT
542
Security National Trust
West Virginia
$28K 250 – –
SA
543
SRH Advisors
Kansas
$28K 250 – –
LNB
544
Ledyard National Bank
$27K 246 – –
GWS
545
Glassman Wealth Services
Virginia
$23K 209 – –
BAM
546
Barrett Asset Management
New York
$23K 205 – –
DRS
547
Deane Retirement Strategies
Louisiana
$19K 170 -52,219 -100%
ST
548
Smithfield Trust
Pennsylvania
$19K 174 – –
RAM
549
Riggs Asset Management
Pennsylvania
$17K 150 – –
LOT
550
Lombard Odier Transatlantic
Quebec, Canada
$17K 150 +150 New
20 21
22
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