AGG icon

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 %
TCM
576
Tradewinds Capital Management
Washington
$2K 20 -852 -98%
WEC
577
Winslow Evans & Crocker
Massachusetts
$548 6 +2 +50%
FEG
578
Fund Evaluation Group
Ohio
– – -208,453 Closed
OCM
579
One Capital Management
California
– – -145,872 Closed
AIM
580
Allen Investment Management
New York
– – -95,300 Closed
BCM
581
Bluefin Capital Management
New York
– – -84,763 Closed
RWM
582
Rezny Wealth Management
Florida
– – -44,470 Closed
NL
583
NWAM LLC
Washington
– – -28,000 Closed
PP
584
Palladium Partners
Virginia
– – -26,358 Closed
Nuveen Asset Management
585
Nuveen Asset Management
Illinois
– – -25,469 Closed
HW
586
Hancock Whitney
Mississippi
– – -23,457 Closed
SG Americas Securities
587
SG Americas Securities
New York
– – -19,434 Closed
AEPG
588
American Economic Planning Group
New Jersey
– – -13,903 Closed
EFS
589
Essex Financial Services
Connecticut
– – -10,515 Closed
CS
590
Comerica Securities
Michigan
– – -8,805 Closed
NEPPG
591
New England Professional Planning Group
Rhode Island
– – -6,902 Closed
Nomura Holdings
592
Nomura Holdings
Japan
– – -5,000 Closed
PCA
593
Personal Capital Advisors
California
– – -4,576 Closed
Parallax Volatility Advisers
594
Parallax Volatility Advisers
California
$0 1 -4,373 -100%
AWM
595
Affinity Wealth Management
Delaware
– – -4,238 Closed
BAAM
596
Baker Avenue Asset Management
California
– – -3,939 Closed
NA
597
Navellier & Associates
Nevada
– – -3,512 Closed
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
– – -2,568 Closed
SYBT
599
Stock Yards Bank & Trust
Kentucky
– – -2,480 Closed
MWM
600
Modera Wealth Management
New Jersey
– – -2,425 Closed
21 22 23
24
25