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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 %
ANB
201
Amarillo National Bank
Texas
$5.21M 47,863 +47,863 New
SP
202
Sarasin & Partners
United Kingdom
$5.15M 47,350 -900 -2%
AA
203
Alesco Advisors
New York
$5.1M 46,841 +9,469 +25%
CFB
204
Cullen/Frost Bankers
Texas
$4.98M 45,739 +6,881 +18%
ST
205
Sentinel Trust
Texas
$4.95M 45,493 -1,074 -2%
WF
206
WealthTrust Fairport
Ohio
$4.95M 45,458 +18,135 +66%
F
207
FolioMetrix
Nebraska
$4.93M 45,143 +12,183 +37%
RWM
208
Rezny Wealth Management
Florida
$4.84M 44,470 -1,802 -4%
FHA
209
First Horizon Advisors
Tennessee
$4.75M 43,661 +20,480 +88%
LWM
210
LBA Wealth Management
Florida
$4.71M 43,325 -4,619 -10%
BSB
211
Bangor Savings Bank
Maine
$4.71M 43,321 +2,570 +6%
HCM
212
Harvest Capital Management
New Hampshire
$4.62M 42,475 +1,755 +4%
MCM
213
Makena Capital Management
California
$4.54M 41,725 – –
LFG
214
LifePlan Financial Group
Ohio
$4.42M 40,586 +40,586 New
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$3.77M 34,667 +28,535 +465%
HCM
216
Hollencrest Capital Management
California
$3.76M 34,536 -4,454 -11%
PWW
217
Pettyjohn Wood & White
Virginia
$3.75M 34,475 -875 -2%
IFS
218
Ifrah Financial Services
Arkansas
$3.73M 34,258 +1,553 +5%
SCA
219
STALEY CAPITAL ADVISERS
Pennsylvania
$3.72M 34,178 -7,000 -17%
CB
220
Community Bank
New York
$3.72M 34,150 -36,450 -52%
NEPWA
221
New England Private Wealth Advisors
Massachusetts
$3.71M 34,100 +193 +0.6%
SFG
222
SNS Financial Group
Minnesota
$3.64M 33,435 -2,053 -6%
SC
223
SouthState Corp
Florida
$3.64M 33,425 +55 +0.2%
JWM
224
Jackson Wealth Management
Florida
$3.62M 33,248 -3,035 -8%
TIA
225
Tiemann Investment Advisors
California
$3.59M 32,975 +2,374 +8%
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