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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 %
NA
101
Nottingham Advisors
New York
$20.5M 184,153 +81,545 +79%
PC
102
Peavine Capital
Nevada
$20.4M 183,501 -286,157 -61%
DADC
103
D.A. Davidson & Co
Montana
$19.9M 179,010 +18,368 +11%
BG
104
BlackRock Group
United Kingdom
$19.7M 176,962 +176,962 New
IFA
105
Interactive Financial Advisors
Illinois
$19.6M 175,675 -17,332 -9%
TFA
106
Transamerica Financial Advisors
Florida
$19.4M 174,195 +169,621 +3,708%
EPP
107
ETF Portfolio Partners
Kansas
$18.8M 169,014 +169,014 New
GAG
108
GM Advisory Group
New York
$18.5M 166,262 +166,262 New
MA
109
MUFG Americas
New York
$18.1M 162,311 +41,600 +34%
AIM
110
Acropolis Investment Management
Missouri
$17.9M 160,931 -2,018 -1%
MAM
111
Meeder Asset Management
Ohio
$17.9M 160,615 +108,135 +206%
IH
112
IFC Holdings
Florida
$17.7M 159,630 +23,543 +17%
VFA
113
Virtus Fund Advisers
Connecticut
$17.7M 159,103 -601 -0.4%
FA
114
FC Advisory
Pennsylvania
$17.1M 153,284 +153,284 New
Citigroup
115
Citigroup
New York
$17M 152,748 -40,462 -21%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$16.6M 149,371 +13,369 +10%
BHWM
117
Bar Harbor Wealth Management
New Hampshire
$16.4M 147,133 +1,648 +1%
SBWM
118
Sunflower Bank Wealth Management
Arizona
$16.2M 145,173 +2,255 +2%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$16.1M 144,928 +34,015 +31%
BWM
120
Braver Wealth Management
Massachusetts
$15.7M 141,071 -251,022 -64%
SPC
121
Sigma Planning Corp
Michigan
$15.6M 140,023 +24,587 +21%
JIC
122
Johnson Investment Counsel
Ohio
$15.1M 135,213 +9,057 +7%
TCM
123
Towercrest Capital Management
Pennsylvania
$14.7M 132,457 +25,030 +23%
OCM
124
One Capital Management
California
$14.4M 129,537 +15,823 +14%
TAT
125
TD Ameritrade Trust
Colorado
$14.4M 129,160 -3,409 -3%
3 4
5
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