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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 %
CG
576
Carlyle Group
District of Columbia
– – -48,639 Closed
Millennium Management
577
Millennium Management
New York
– – -26,089 Closed
PFG
578
Pacific Financial Group
Washington
– – -22,189 Closed
HH
579
Hilltop Holdings
Texas
– – -17,886 Closed
ACM
580
Argentus Capital Management
Texas
– – -14,059 Closed
AFG
581
Albion Financial Group
Utah
– – -13,349 Closed
SAS
582
Sage Advisory Services
Texas
– – -12,388 Closed
HCM
583
Horan Capital Management
Maryland
– – -11,580 Closed
ATC
584
Argent Trust Company
Louisiana
– – -9,475 Closed
HJA
585
Hugh Johnson Advisors
New York
– – -7,461 Closed
PC
586
Palo Capital
California
– – -6,600 Closed
FFA
587
First Foundation Advisors
California
– – -5,670 Closed
BCM
588
Brookmont Capital Management
Texas
– – -5,088 Closed
FIMS
589
FBL Investment Management Services
Iowa
– – -4,925 Closed
Wellington Management Group
590
Wellington Management Group
Massachusetts
– – -4,626 Closed
GAM
591
Gould Asset Management
California
– – -4,305 Closed
DAS
592
Dynamic Advisor Solutions
Arizona
– – -4,228 Closed
PL
593
Plancorp LLC
Missouri
– – -4,146 Closed
WWM
594
Willingdon Wealth Management
North Carolina
– – -4,089 Closed
LS
595
Lattice Strategies
Pennsylvania
– – -2,580 Closed
JGUA
596
John G. Ullman & Associates
New York
– – -2,025 Closed
PMG
597
ProVise Management Group
Florida
– – -1,974 Closed
LW
598
Linscomb Wealth
Texas
– – -1,933 Closed
CD
599
Carl Domino
Florida
– – -1,881 Closed
FNT
600
First National Trust
Pennsylvania
– – -1,836 Closed
21 22 23
24
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