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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 %
AA
526
Apriem Advisors
California
$57K 520 +120 +30%
FWM
527
Focused Wealth Management
New York
$56K 513 +449 +702%
BC
528
Bartlett & Co
Ohio
$50K 459 – –
BCM
529
Brookstone Capital Management
Illinois
$50K 464 +464 New
Bessemer Group
530
Bessemer Group
New Jersey
$49K 446 – –
HW
531
Hedeker Wealth
Illinois
$48K 449 +449 New
WRM
532
Westport Resources Management
Connecticut
$47K 435 – –
BRWM
533
B. Riley Wealth Management
Tennessee
$45K 417 +1 +0.2%
HCM
534
Horrell Capital Management
Arkansas
$44K 400 – –
VNA
535
Valley National Advisers
Pennsylvania
$44K 400 – –
CCS
536
Crosspoint Capital Strategies
California
$43K 391 – –
GI
537
Gradient Investments
Minnesota
$41K 377 +117 +45%
P
538
Palladiem
Pennsylvania
$37K 337 +2 +0.6%
HF
539
Hoxton Financial
West Virginia
$37K 343 +343 New
WAS
540
Winch Advisory Services
Wisconsin
$32K 298 -207 -41%
WTB
541
Washington Trust Bank
Washington
$30K 272 – –
LNB
542
Ledyard National Bank
$27K 246 – –
SNT
543
Security National Trust
West Virginia
$27K 250 – –
SA
544
SRH Advisors
Kansas
$27K 250 – –
TIM
545
Thornburg Investment Management
New Mexico
$25K 230 +230 New
GWS
546
Glassman Wealth Services
Virginia
$23K 209 – –
BAM
547
Barrett Asset Management
New York
$22K 205 – –
CMO
548
Covenant Multifamily Offices
Texas
$20K 186 +156 +520%
ST
549
Smithfield Trust
Pennsylvania
$19K 174 – –
MAS
550
Madden Advisory Services
Florida
$17K 159 +159 New
20 21
22
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