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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 %
PAG
76
Private Advisor Group
New Jersey
$29.4M 270,614 +27,206 +11%
AIM
77
Astor Investment Management
Illinois
$28.3M 260,467 +217,454 +506%
NYLIM
78
New York Life Investment Management
New York
$27.7M 254,433 +2,800 +1%
TAM
79
Todd Asset Management
Kentucky
$27.5M 252,500 +2,900 +1%
EFM
80
Equinox Fund Management
Colorado
$26.8M 246,230 – –
HMC
81
Higher Moment Capital
Massachusetts
$26.8M 246,096 -70,866 -22%
FAAS
82
First Allied Advisory Services
California
$26.7M 245,548 +206,879 +535%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$26.5M 243,255 +10,113 +4%
ASN
84
Advisory Services Network
Georgia
$26.3M 242,465 -4,621 -2%
SIM
85
Sigma Investment Management
Oregon
$26.2M 240,837 +4,589 +2%
SF
86
Synovus Financial
Georgia
$25.3M 232,427 +14,897 +7%
PWAG
87
Polaris Wealth Advisory Group
California
$24.1M 221,767 -13,472 -6%
ARCT
88
Anne Ray Charitable Trust
Minnesota
$23.8M 218,798 +218,798 New
TCM
89
Twele Capital Management
Minnesota
$23.5M 216,084 +9,018 +4%
DWM
90
Destination Wealth Management
California
$23.5M 215,964 +194,221 +893%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$23.5M 215,556 -134,145 -38%
AI
92
Atria Investments
North Carolina
$23.1M 212,695 -76,655 -26%
FEG
93
Fund Evaluation Group
Ohio
$22.7M 208,453 -2 -0%
NC
94
NewSquare Capital
Pennsylvania
$22.4M 206,063 -8,190 -4%
GAG
95
GM Advisory Group
New York
$22.3M 204,732 +38,470 +23%
SCM
96
Saba Capital Management
New York
$22M 202,619 -230,132 -53%
DADC
97
D.A. Davidson & Co
Montana
$21.7M 199,453 +20,443 +11%
DRS
98
Deane Retirement Strategies
Louisiana
– – -170 Closed
WCM
99
Windham Capital Management
Massachusetts
$21.5M 197,348 -260,380 -57%
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$21.2M 194,872 +4,564 +2%
2 3
4
5 6