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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 %
BT
76
Beacon Trust
New Jersey
$30.4M 277,446 -2,735 -1%
HMC
77
Higher Moment Capital
Massachusetts
$30.3M 276,799 +30,703 +12%
FCH
78
Freestone Capital Holdings
Washington
$29.5M 269,042 +269,042 New
CTB
79
Country Trust Bank
Illinois
$29.3M 267,429 -7,838 -3%
NC
80
NewSquare Capital
Pennsylvania
$28.9M 263,406 +57,343 +28%
ANB
81
Amarillo National Bank
Texas
$28.2M 257,402 +209,539 +438%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$27.6M 251,572 +8,317 +3%
WCM
83
Windham Capital Management
Massachusetts
$27.4M 250,416 +53,068 +27%
NYLIM
84
New York Life Investment Management
New York
$27.2M 248,033 -6,400 -3%
ASN
85
Advisory Services Network
Georgia
$27.1M 247,161 +4,696 +2%
EFM
86
Equinox Fund Management
Colorado
$27M 246,230 – –
TAM
87
Todd Asset Management
Kentucky
$26.8M 244,940 -7,560 -3%
BA
88
BlackRock Advisors
Delaware
$26.4M 240,620 -68,875 -22%
SIM
89
Sigma Investment Management
Oregon
$25.8M 235,479 -5,358 -2%
PWAG
90
Polaris Wealth Advisory Group
California
$24.9M 227,159 +5,392 +2%
DADC
91
D.A. Davidson & Co
Montana
$24.1M 219,627 +20,174 +10%
TCM
92
Twele Capital Management
Minnesota
$23.9M 217,723 +1,639 +0.8%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$23.6M 215,556 – –
BTS
94
BB&T Securities
Virginia
$21.6M 196,691 +57,639 +41%
BWM
95
Braver Wealth Management
Massachusetts
$21.5M 196,439 +59,480 +43%
FAAS
96
First Allied Advisory Services
California
$21.3M 194,634 -50,914 -21%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$20.9M 191,097 +5,477 +3%
PFM
98
Phillips Financial Management
Indiana
$20.9M 190,893 -2,595 -1%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$20.5M 187,195 -7,677 -4%
AF
100
Allworth Financial
California
$19.8M 180,906 +65,719 +57%
2 3
4
5 6