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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 %
CCG
151
Cypress Capital Group
Florida
$10.2M 93,529 -9,680 -9%
NPC
152
National Planning Corporation
California
$10.1M 92,694 -19,813 -18%
SI
153
SII Investments
Wisconsin
$10.1M 93,119 +2,403 +3%
WT
154
Washington Trust
Rhode Island
$10.1M 92,490 -401 -0.4%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$10M 92,310 +199 +0.2%
WI
156
WBI Investments
New Jersey
$10M 91,946 +91,946 New
Truist Financial
157
Truist Financial
North Carolina
$9.86M 90,611 +22,665 +33%
TFF
158
The Family Firm
Maryland
$9.72M 89,311 -2,073 -2%
BCM
159
Bluefin Capital Management
New York
$9.22M 84,763 +84,763 New
CWM
160
Confluence Wealth Management
Oregon
$9.03M 83,039 +2,890 +4%
HFS
161
HL Financial Services
Kentucky
$8.72M 80,142 -5,054 -6%
LA
162
LVW Advisors
New York
$8.63M 79,312 -1,880 -2%
RJT
163
Raymond James Trust
Florida
$8.28M 76,087 +4,083 +6%
DLHL
164
Donald L. Hagan LLC
Florida
$8.21M 75,496 -2,151 -3%
BWFM
165
Bridgewater Wealth & Financial Management
Maryland
$8.06M 74,052 -5,621 -7%
PSI
166
Pinnacle Summer Investments
Virginia
$7.96M 73,205 +900 +1%
VFA
167
Voya Financial Advisors
Connecticut
$7.92M 72,714 +13,564 +23%
FIG
168
Fusion Investment Group
Pennsylvania
$7.91M 72,715 -4,937 -6%
PAS
169
Partnervest Advisory Services
California
$7.84M 72,046 -8,416 -10%
HNB
170
Huntington National Bank
Ohio
– – -85,054 Closed
CAN
171
Cetera Advisor Networks
California
$7.29M 65,424 – –
CA
172
Cetera Advisors
Colorado
$7.12M 65,385 +35,312 +117%
DPI
173
Diversified Portfolios Inc
Michigan
$7.11M 64,986 -712 -1%
William Blair & Company
174
William Blair & Company
Illinois
$7.01M 64,455 +5,200 +9%
M&T Bank
175
M&T Bank
New York
$6.82M 62,650 -1,848 -3%
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