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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 %
PFM
101
Phillips Financial Management
Indiana
$21M 193,488 +4,846 +3%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$20.2M 185,620 +36,249 +24%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$19.8M 181,669 -143,074 -44%
BG
104
BlackRock Group
United Kingdom
$19.3M 176,962 – –
EPP
105
ETF Portfolio Partners
Kansas
$19.1M 175,234 +6,220 +4%
MA
106
MUFG Americas
New York
$18.5M 170,408 +8,097 +5%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$18M 165,172 -409,828 -71%
IFA
108
Interactive Financial Advisors
Illinois
$17.5M 161,019 -14,656 -8%
FA
109
FC Advisory
Pennsylvania
$17.5M 160,689 +7,405 +5%
State Street
110
State Street
Massachusetts
$17.4M 160,163 -125,538 -44%
IH
111
IFC Holdings
Florida
$17.3M 159,716 +86 +0.1%
VFA
112
Virtus Fund Advisers
Connecticut
$17.1M 157,569 -1,534 -1%
AIM
113
Acropolis Investment Management
Missouri
$16.9M 154,934 -5,997 -4%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$16.6M 152,224 +5,091 +3%
OCM
115
One Capital Management
California
$15.9M 145,872 +16,335 +13%
MACF
116
Margaret A Cargill Foundation
Minnesota
$15.9M 145,865 +145,865 New
GC
117
Guggenheim Capital
Illinois
$15.9M 145,781 +59,008 +68%
TFA
118
Transamerica Financial Advisors
Florida
$15.6M 143,530 -30,665 -18%
SBWM
119
Sunflower Bank Wealth Management
Arizona
$15.5M 142,623 -2,550 -2%
BTS
120
BB&T Securities
Virginia
$15.1M 139,052 -5,278 -4%
JIC
121
Johnson Investment Counsel
Ohio
$15.1M 138,871 +3,658 +3%
CB
122
Commerce Bank
Missouri
$15M 138,179 +25,789 +23%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$14.9M 137,204 -7,724 -5%
BWM
124
Braver Wealth Management
Massachusetts
$14.9M 136,959 -4,112 -3%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$14.8M 136,478 -219,445 -62%
3 4
5
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