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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 %
GC
151
Guggenheim Capital
Illinois
$9.67M 86,773 -3,584 -4%
AllianceBernstein
152
AllianceBernstein
Tennessee
$9.65M 86,625 +18,361 +27%
SWP
153
Stratos Wealth Partners
Ohio
$9.59M 86,065 -45,723 -35%
HFS
154
HL Financial Services
Kentucky
$9.49M 85,196 -5,832 -6%
HNB
155
Huntington National Bank
Ohio
$9.48M 85,054 +85,054 New
WT
156
Whittier Trust
California
$9.17M 82,270 -7,062 -8%
LA
157
LVW Advisors
New York
$9.05M 81,192 +44,749 +123%
PAS
158
Partnervest Advisory Services
California
$8.97M 80,462 +8,493 +12%
CWM
159
Confluence Wealth Management
Oregon
$8.93M 80,149 +19,491 +32%
BWFM
160
Bridgewater Wealth & Financial Management
Maryland
$8.88M 79,673 +1,503 +2%
Betterment LLC
161
Betterment LLC
New York
$8.72M 78,261 -175,328 -69%
DLHL
162
Donald L. Hagan LLC
Florida
$8.65M 77,647 -8,152 -10%
FIG
163
Fusion Investment Group
Pennsylvania
$8.65M 77,652 +7,459 +11%
PSI
164
Pinnacle Summer Investments
Virginia
$8.47M 72,305 -1,249 -2%
FCIM
165
Fairview Capital Investment Management
California
$8.3M 74,450 +49,050 +193%
RIA
166
Regal Investment Advisors
Michigan
$8.24M 73,930 +15,949 +28%
RJT
167
Raymond James Trust
Florida
$8.02M 72,004 +11,777 +20%
SG Americas Securities
168
SG Americas Securities
New York
$8.02M 72,012 +72,012 New
CB
169
Community Bank
New York
$7.87M 70,600 – –
Truist Financial
170
Truist Financial
North Carolina
$7.57M 67,946 +51,823 +321%
HP
171
HT Partners
Connecticut
$7.35M 65,867 +34,159 +108%
DPI
172
Diversified Portfolios Inc
Michigan
$7.32M 65,698 -1,151 -2%
PFS
173
Prospera Financial Services
Texas
$7.3M 65,505 +13,786 +27%
CAN
174
Cetera Advisor Networks
California
$7.29M 65,424 +19,468 +42%
M&T Bank
175
M&T Bank
New York
$7.19M 64,498 +1,221 +2%
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