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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 %
AF
176
Arrow Financial
New York
$6.78M 62,326 +4,640 +8%
EGA
177
E&G Advisors
Texas
$6.68M 61,444 -50 -0.1%
Mariner
178
Mariner
Kansas
$6.61M 60,770 +42,102 +226%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$6.53M 60,001 +11,155 +23%
HP
180
HT Partners
Connecticut
$6.49M 59,967 -5,900 -9%
UBS AM
181
UBS AM
Illinois
– – – –
ICOA
182
Investment Centers of America
North Dakota
$6.18M 56,823 +10,287 +22%
LNC
183
Lincoln National Corp
Pennsylvania
$6.15M 56,630 +16,635 +42%
CS
184
Credit Suisse
Switzerland
$6.1M 56,093 +1,926 +4%
IFWM
185
Institute for Wealth Management
Colorado
$6.08M 55,882 -8,021 -13%
TNBTD
186
Trustmark National Bank Trust Department
Mississippi
$5.93M 54,541 +15,004 +38%
SIM
187
Sentry Investment Management
Wisconsin
$5.87M 53,978 – –
PIA
188
Peachtree Investment Advisors
Georgia
$5.81M 53,361 -7,526 -12%
FAT
189
First American Trust
California
$5.74M 52,761 +4,396 +9%
GWA
190
Genesis Wealth Advisors
Massachusetts
$5.69M 52,345 +4,275 +9%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$5.68M 52,230 +4,365 +9%
BTNA
192
Bremer Trust National Association
Minnesota
$5.57M 51,228 +30,412 +146%
GLA
193
Great Lakes Advisors
Illinois
$5.52M 50,767 -371 -0.7%
DT
194
Diversified Trust
Tennessee
$5.39M 49,579 -4,730 -9%
WA
195
Winfield Associates
Ohio
$5.34M 49,092 +6,063 +14%
HI
196
Hudock Inc
Pennsylvania
$5.34M 49,081 +2,648 +6%
RhumbLine Advisers
197
RhumbLine Advisers
Massachusetts
$5.33M 48,966 +7,306 +18%
MAM
198
Marquette Asset Management
Minnesota
$5.31M 48,766 -3,575 -7%
RIA
199
Regal Investment Advisors
Michigan
$5.3M 48,743 -25,187 -34%
Comerica Bank
200
Comerica Bank
Texas
$5.27M 48,408 +31,426 +185%
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