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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 %
PVH
526
Psagot Value Holdings
Israel
$68K 621 – –
AA
527
AlphaMark Advisors
Kentucky
$66K 600 – –
KCM
528
Karp Capital Management
California
$57K 522 – –
BCM
529
Brookstone Capital Management
Illinois
$55K 503 +39 +8%
FCCM
530
First City Capital Management
Georgia
$54.9K 501 +501 New
MACF
531
Margaret A Cargill Foundation
Minnesota
$54K 497 -145,368 -100%
CFA
532
Carroll Financial Associates
North Carolina
$51K 465 +465 New
WRM
533
Westport Resources Management
Connecticut
$48K 435 – –
AA
534
Apriem Advisors
California
$44K 400 -120 -23%
VNA
535
Valley National Advisers
Pennsylvania
$44K 400 – –
HCM
536
Horrell Capital Management
Arkansas
$44K 400 – –
UFA
537
US Financial Advisors
Massachusetts
$43K 388 +323 +497%
CAL
538
Capital Analysts LLC
Pennsylvania
$42.4K 387 -906 -70%
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$42K 383 +383 New
P
540
Palladiem
Pennsylvania
$37K 339 +2 +0.6%
WAS
541
Winch Advisory Services
Wisconsin
$33K 298 – –
IWM
542
Integrated Wealth Management
California
$33K 301 +166 +123%
SIG
543
Stanford Investment Group
California
$32K 295 +295 New
WTB
544
Washington Trust Bank
Washington
$30K 272 – –
CHC
545
City Holding Co
West Virginia
$29K 267 +267 New
TC
546
Trust Company
Kansas
$27K 242 -281 -54%
LNB
547
Ledyard National Bank
$27K 246 – –
SA
548
SRH Advisors
Kansas
$27K 250 – –
Simplex Trading
549
Simplex Trading
Illinois
$25K 230 -666 -74%
MAS
550
Madden Advisory Services
Florida
$25K 229 +70 +44%
20 21
22
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