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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 %
SL
76
Summitry LLC
California
$32.8M 294,634 +14,753 +5%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$32.6M 292,158 +68,771 +31%
AI
78
Atria Investments
North Carolina
$32.2M 289,350 -4,515 -2%
State Street
79
State Street
Massachusetts
$31.8M 285,701 +195 +0.1%
LA
80
Leonetti & Associates
Illinois
$29.5M 264,436 +3,390 +1%
FAAM
81
First Allied Asset Management
California
$29.3M 263,555 +168,600 +178%
PAMU
82
Pictet Asset Management (UK)
United Kingdom
$28.9M 261,100 +43,300 +20%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$28.9M 259,730 -59,384 -19%
F
84
FutureAdvisor
California
$28.7M 258,216 +83,550 +48%
CTB
85
Country Trust Bank
Illinois
$28.5M 255,737 -7,295 -3%
NYLIM
86
New York Life Investment Management
New York
$28M 251,633 +1,400 +0.6%
TAM
87
Todd Asset Management
Kentucky
$27.8M 249,600 -16,300 -6%
ASN
88
Advisory Services Network
Georgia
$27.6M 247,086 +17,550 +8%
EFM
89
Equinox Fund Management
Colorado
$27.4M 246,230 -6,500 -3%
PAG
90
Private Advisor Group
New Jersey
$27.1M 243,408 +164,872 +210%
SIM
91
Sigma Investment Management
Oregon
$26.3M 236,248 +771 +0.3%
PWAG
92
Polaris Wealth Advisory Group
California
$26.2M 235,239 +21,915 +10%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$26M 233,142 +15,155 +7%
SF
94
Synovus Financial
Georgia
$24.2M 217,530 +206,477 +1,868%
NC
95
NewSquare Capital
Pennsylvania
$23.9M 214,253 +33,768 +19%
FEG
96
Fund Evaluation Group
Ohio
$23.2M 208,455 +208,455 New
TCM
97
Twele Capital Management
Minnesota
$23.1M 207,066 – –
SMA
98
Simply Money Advisors
Ohio
$22.7M 203,957 +1,066 +0.5%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$21.2M 190,308 +40,963 +27%
PFM
100
Phillips Financial Management
Indiana
$21.1M 188,642 +23,953 +15%
2 3
4
5 6