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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 %
LOT
551
Lombard Odier Transatlantic
Quebec, Canada
$17K 150 +150 New
IWM
552
Integrated Wealth Management
California
$15K 135 +135 New
TCCM
553
Timber Creek Capital Management
Massachusetts
$13K 125 – –
BKA
554
Brick & Kyle Associates
Pennsylvania
$13K 117 – –
MWP
555
MYCIO Wealth Partners
Pennsylvania
$8K 76 – –
UFA
556
US Financial Advisors
Massachusetts
$7K 65 – –
FWM
557
Focused Wealth Management
New York
$7K 64 – –
PFO
558
Pathstone Family Office
New Jersey
$6K 53 +53 New
W
559
Wealthfront
California
$6K 55 +55 New
VC
560
Vicus Capital
Pennsylvania
$4.03K 36,181 +6,477 +22%
RCG
561
Ruggie Capital Group
Florida
$3K 31 – –
CMO
562
Covenant Multifamily Offices
Texas
$3K 30 – –
FNBOO
563
First National Bank of Omaha
Nebraska
$2.49K 22,413 +1,204 +6%
TCM
564
Tradewinds Capital Management
Washington
$2K 20 – –
Manulife (Manufacturers Life Insurance)
565
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.86K 16,720 +317 +2%
CIM
566
Cambria Investment Management
California
$1.59K 14,277 – –
TDC
567
Thompson Davis & Co
Virginia
$1K 13 +13 New
BFA
568
BlackRock Fund Advisors
California
– – -2,823,877 Closed
Deutsche Bank
569
Deutsche Bank
Germany
– – -422,350 Closed
AP
570
AHL Partners
United Kingdom
– – -226,319 Closed
RA
571
RFG Advisory
Alabama
– – -186,483 Closed
TCM
572
Tuttle Capital Management
Connecticut
– – -111,111 Closed
RIG
573
RiverFront Investment Group
Virginia
– – -51,450 Closed
VOYA Investment Management
574
VOYA Investment Management
Georgia
– – -29,797 Closed
SCA
575
Samson Capital Advisors
New York
– – -23,650 Closed
21 22
23
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