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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 %
Stifel Financial
51
Stifel Financial
Missouri
$52.2M 476,437 +20,765 +5%
Lazard Asset Management
52
Lazard Asset Management
New York
– – – –
MBT
53
Monroe Bank & Trust
Michigan
$49.4M 450,891 +552 +0.1%
ZIM
54
Zacks Investment Management
Illinois
$48.8M 445,490 -8,385 -2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$47.1M 429,484 +156,554 +57%
DIP
56
DT Investment Partners
Pennsylvania
$45.4M 414,334 -11,976 -3%
FHB
57
First Hawaiian Bank
Hawaii
$45.3M 413,807 +8,553 +2%
MA
58
MCF Advisors
Kentucky
$43.2M 393,929 +1,779 +0.5%
F
59
FutureAdvisor
California
$41.2M 375,613 +38,410 +11%
B
60
Bailard
California
$39.7M 362,328 +31,780 +10%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.2M 357,314 +227,864 +176%
FFA
62
Fragasso Financial Advisors
Pennsylvania
$39M 356,032 -148,543 -29%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$39M 355,586 +295,585 +493%
SF
64
Synovus Financial
Georgia
$37.8M 345,472 +113,045 +49%
RFC
65
Regions Financial Corp
Alabama
$37M 337,648 +1,207 +0.4%
CPO
66
Cerity Partners OCIO
New York
$35M 319,682 +2,272 +0.7%
AIM
67
Astor Investment Management
Illinois
$34.7M 316,751 +56,284 +22%
SMA
68
Simply Money Advisors
Ohio
$34.4M 314,249 -1,026 -0.3%
AI
69
Atria Investments
North Carolina
$34M 309,877 +97,182 +46%
SL
70
Summitry LLC
California
$32.8M 299,616 +2,402 +0.8%
GI
71
Glovista Investments
New Jersey
$32.7M 298,375 +298,375 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$32.6M 297,149 +115,480 +64%
BFA
73
Beaumont Financial Advisors
Massachusetts
$32.4M 294,478 – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$32.2M 293,698 -18,697 -6%
LA
75
Leonetti & Associates
Illinois
$32.1M 293,342 -1,792 -0.6%
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