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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 %
Sumitomo Mitsui Trust Group
576
Sumitomo Mitsui Trust Group
Japan
– – -19,822 Closed
FT
577
Fiduciary Trust
Massachusetts
– – -17,750 Closed
AT
578
Arden Trust
Delaware
– – -16,837 Closed
BPC
579
Banque Pictet & Cie
Switzerland
– – -12,195 Closed
EAMA
580
EFG Asset Management (Americas)
Florida
– – -7,130 Closed
HCMT
581
Highland Capital Management (Tennessee)
Tennessee
– – -6,195 Closed
Principal Financial Group
582
Principal Financial Group
Iowa
– – -5,905 Closed
JA
583
JOYN Advisors
Georgia
– – -4,618 Closed
CAM
584
Congress Asset Management
Massachusetts
– – -4,525 Closed
RCM
585
Rotella Capital Management
Washington
– – -4,200 Closed
WIM
586
Windhaven Investment Management
Massachusetts
– – -4,077 Closed
MIAN
587
Mariner Independent Advisor Network
Kansas
– – -3,468 Closed
AEPG
588
American Economic Planning Group
New Jersey
– – -2,805 Closed
Rafferty Asset Management
589
Rafferty Asset Management
New York
– – -2,767 Closed
HF
590
HRT Financial
New York
– – -2,670 Closed
CWM
591
Calamos Wealth Management
Illinois
– – -2,461 Closed
Loomis, Sayles & Company
592
Loomis, Sayles & Company
Massachusetts
– – -2,230 Closed
CL
593
Choreo LLC
Illinois
– – -2,112 Closed
EC
594
Estate Counselors
Wisconsin
– – -2,060 Closed
AIM
595
AMI Investment Management
Indiana
– – -1,890 Closed
Victory Capital Management
596
Victory Capital Management
Texas
– – -1,382 Closed
PTCG
597
Pring Turner Capital Group
California
– – -962 Closed
RMAM
598
Raab & Moskowitz Asset Management
New Jersey
– – -774 Closed
HW
599
Hedeker Wealth
Illinois
– – -449 Closed
MAS
600
Madden Advisory Services
Florida
– – -159 Closed
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