AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

574 hedge funds and large institutions have $18B invested in iShares Core US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 253 increasing their positions, 185 reducing their positions, and 42 closing their positions.

Holders
574
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
16.04%
Holding in Top 10
118
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.84%
% of All Funds
3.3%
New
55
Increased
253
Reduced
185
Closed
42
Calls
$2.05M
Puts
$701K
Net Calls
+$1.35M
Net Calls Change
+$3.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.28B
2
SCM
2
SCS Capital Management
Massachusetts
$493M
3
QI
3
QS Investors
New York
$436M
4
ACM
4
Aviance Capital Management
Florida
$188M
5
FIM
5
Freedom Investment Management
Connecticut
$177M

Top Sellers

1
BlackRock
1
BlackRock
New York
$542M
2
FA
2
FDx Advisors
Illinois
$5.44M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$215M
4
CA
4
Cambridge Associates
Massachusetts
$3.54M
5
FI
5
FormulaFolio Investments
Michigan
$448K
Name Market Value Shares Shares
Change 		Shares
Change %
BWFM
176
Bridgewater Wealth & Financial Management
Maryland
$6.66M 60,765 -13,287 -18%
UBS AM
177
UBS AM
Illinois
– – – –
FAT
178
First American Trust
California
$6.46M 58,978 +6,217 +12%
DT
179
Diversified Trust
Tennessee
$6.37M 58,126 +8,547 +17%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$6.1M 55,664 +3,434 +7%
BTNA
181
Bremer Trust National Association
Minnesota
$5.93M 54,119 +2,891 +6%
SIM
182
Sentry Investment Management
Wisconsin
$5.92M 53,978 – –
WA
183
Winfield Associates
Ohio
$5.81M 53,032 +3,940 +8%
TNBTD
184
Trustmark National Bank Trust Department
Mississippi
$5.69M 51,920 -2,621 -5%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$5.59M 51,038 -251,979 -83%
RIA
186
Regal Investment Advisors
Michigan
$5.46M 49,804 +1,061 +2%
FA
187
FDx Advisors
Illinois
$5.44M 49,612 -548,145 -92%
HI
188
Hudock Inc
Pennsylvania
$5.24M 47,786 -1,295 -3%
CS
189
Credit Suisse
Switzerland
$5.04M 46,020 -10,073 -18%
IFWM
190
Institute for Wealth Management
Colorado
$5.02M 45,842 -10,040 -18%
PIA
191
Peachtree Investment Advisors
Georgia
$4.98M 45,477 -7,884 -15%
WCM
192
Wunderlich Capital Managemnt
Tennessee
$4.96M 45,269 +45,269 New
CWM
193
Calamos Wealth Management
Illinois
$4.94M 45,104 +45,104 New
MAM
194
Marquette Asset Management
Minnesota
$4.93M 44,992 -3,774 -8%
LWM
195
LBA Wealth Management
Florida
$4.92M 44,861 +1,536 +4%
ST
196
Sentinel Trust
Texas
$4.87M 44,465 -1,028 -2%
RBC
197
Ronald Blue & Co
Georgia
$4.86M 44,319 +36,278 +451%
BSB
198
Bangor Savings Bank
Maine
$4.78M 43,574 +253 +0.6%
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$4.75M 43,311 -93,167 -68%
AA
200
Alesco Advisors
New York
$4.68M 42,720 -4,121 -9%
6 7
8
9 10