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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 %
WCBA
551
Weaver C. Barksdale & Associates
Tennessee
$16K 148 -144 -49%
LOT
552
Lombard Odier Transatlantic
Quebec, Canada
$16K 150 – –
CLOS
553
Compagnie Lombard Odier SCmA
Switzerland
$16K 150 – –
RAM
554
Riggs Asset Management
Pennsylvania
$16K 150 – –
IWM
555
Integrated Wealth Management
California
$15K 135 – –
TCCM
556
Timber Creek Capital Management
Massachusetts
$13K 125 – –
BKA
557
Brick & Kyle Associates
Pennsylvania
$13K 117 – –
IWC
558
Integrated Wealth Counsel
California
$11K 100 +100 New
TIM
559
Tortoise Investment Management
New York
$9K 80 -350 -81%
MWP
560
MYCIO Wealth Partners
Pennsylvania
$8K 76 – –
UFA
561
US Financial Advisors
Massachusetts
$7K 65 – –
IF
562
Ironwood Financial
Arizona
$4K 35 +34 +3,400%
TDC
563
Thompson Davis & Co
Virginia
$3K 23 +10 +77%
Nuveen Asset Management
564
Nuveen Asset Management
Illinois
$2.77K 25,469 – –
FNBOO
565
First National Bank of Omaha
Nebraska
$2.49K 22,413 – –
W
566
Wealthfront
California
$2K 18 -37 -67%
SCP
567
Syntal Capital Partners
Texas
$2K 18,376 -22 -0.1%
Manulife (Manufacturers Life Insurance)
568
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.84K 16,886 +166 +1%
FHC
569
First Heartland Consultants
Missouri
$604 5,551 -7,944 -59%
WEC
570
Winslow Evans & Crocker
Massachusetts
$328 4 +4 New
ACM
571
Aviance Capital Management
Florida
– – -1,646,517 Closed
FAAM
572
First Allied Asset Management
California
– – -263,555 Closed
PC
573
Peavine Capital
Nevada
– – -183,501 Closed
MAM
574
Meeder Asset Management
Ohio
– – -160,615 Closed
Betterment LLC
575
Betterment LLC
New York
– – -78,261 Closed
21 22
23
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