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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 %
MBT
51
Monroe Bank & Trust
Michigan
$49M 450,339 +69,135 +18%
Lazard Asset Management
52
Lazard Asset Management
New York
– – – –
FBFS
53
First Business Financial Services
Wisconsin
$46.7M 428,879 +29,539 +7%
CA
54
Cambridge Associates
Massachusetts
$46.7M 428,857 -31,013 -7%
DIP
55
DT Investment Partners
Pennsylvania
$46.4M 426,310 -2,695 -0.6%
FHB
56
First Hawaiian Bank
Hawaii
$44.1M 405,254 +34,136 +9%
HI
57
Horizon Investments
North Carolina
$42.7M 392,516 +19,620 +5%
MA
58
MCF Advisors
Kentucky
$42.7M 392,150 -581 -0.1%
TF
59
Tompkins Financial
New York
$38.6M 355,180 -100,423 -22%
FI
60
FormulaFolio Investments
Michigan
$37.5M 344,929 +3,097 +0.9%
RFC
61
Regions Financial Corp
Alabama
$36.6M 336,441 +34,830 +12%
F
62
FutureAdvisor
California
$36.5M 337,203 +78,987 +31%
B
63
Bailard
California
$36M 330,548 +17,212 +5%
CPO
64
Cerity Partners OCIO
New York
$34.5M 317,410 +21,160 +7%
SMA
65
Simply Money Advisors
Ohio
$34.3M 315,275 +111,318 +55%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$34M 312,395 +20,237 +7%
BA
67
BlackRock Advisors
Delaware
$33.7M 309,495 +284,884 +1,158%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$33M 303,017 +294,916 +3,640%
BFA
69
Beaumont Financial Advisors
Massachusetts
$32.4M 294,478 -794,747 -73%
SL
70
Summitry LLC
California
$32.3M 297,214 +2,580 +0.9%
LA
71
Leonetti & Associates
Illinois
$32.1M 295,134 +30,698 +12%
BT
72
Beacon Trust
New Jersey
$30.5M 280,181 -22,707 -7%
CTB
73
Country Trust Bank
Illinois
$29.9M 275,267 +19,530 +8%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$29.7M 272,930 -107,608 -28%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$29.6M 272,001 -47,947 -15%
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