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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 %
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.1M 129,450 +111,665 +628%
CCT
127
Capital City Trust
Florida
$13.6M 124,977 -1,805 -1%
TCM
128
Towercrest Capital Management
Pennsylvania
$13.5M 123,998 -8,459 -6%
PAMG
129
Patton Albertson Miller Group
Tennessee
$13.4M 123,294 +14,335 +13%
AllianceBernstein
130
AllianceBernstein
Tennessee
$13.2M 121,602 +34,977 +40%
BCI
131
Brinker Capital Investments
Pennsylvania
$13.2M 121,448 +3,662 +3%
AMG
132
Asset Management Group
Connecticut
$13.1M 120,670 -2,811 -2%
LMIM
133
Lockheed Martin Investment Management
Maryland
$13.1M 120,000 – –
Jane Street
134
Jane Street
New York
$12.8M 117,994 -744,118 -86%
TAT
135
TD Ameritrade Trust
Colorado
$12.6M 115,892 -13,268 -10%
NA
136
Nottingham Advisors
New York
$12.5M 115,303 -68,850 -37%
AF
137
Allworth Financial
California
$12.5M 115,187 +23,195 +25%
AIG
138
American International Group
New York
$12.4M 114,254 -2,749 -2%
CIR
139
Clear Investment Research
Georgia
$12.3M 113,173 +1,784 +2%
MCM
140
MV Capital Management
Maryland
$12.2M 111,924 +5,588 +5%
VAM
141
Visionary Asset Management
Texas
$12.1M 110,975 +8,351 +8%
CL
142
CPWM LLC
Washington
$11.9M 109,206 -1,187 -1%
WT
143
Whittier Trust
California
$11.7M 107,805 +25,535 +31%
PA
144
Parkside Advisors
California
$11.5M 106,118 +2,447 +2%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$10.6M 97,526 +97,526 New
MFS
146
MSI Financial Services
Massachusetts
$10.5M 96,749 -10,439 -10%
SPC
147
Sigma Planning Corp
Michigan
$10.5M 96,609 -43,414 -31%
PFS
148
Prospera Financial Services
Texas
$10.5M 96,209 +30,704 +47%
FCIM
149
Fairview Capital Investment Management
California
$10.4M 95,600 +21,150 +28%
AIM
150
Allen Investment Management
New York
$10.4M 95,300 – –
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