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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 %
LFG
201
LifePlan Financial Group
Ohio
$4.68M 42,706 +2,120 +5%
JWM
202
Jackson Wealth Management
Florida
$4.67M 42,622 +9,374 +28%
WF
203
WealthTrust Fairport
Ohio
$4.63M 42,223 -3,235 -7%
HCM
204
Harvest Capital Management
New Hampshire
$4.62M 42,475 – –
MCM
205
Makena Capital Management
California
$4.57M 41,725 – –
CFB
206
Cullen/Frost Bankers
Texas
$4.51M 41,188 -4,551 -10%
SCM
207
Saba Capital Management
New York
$4.45M 40,618 -162,001 -80%
SP
208
Sarasin & Partners
United Kingdom
$4.43M 40,458 -6,892 -15%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$4.35M 39,715 +7,016 +21%
GLA
210
Great Lakes Advisors
Illinois
$4.34M 39,577 -11,190 -22%
JIC
211
Johnson Investment Counsel
Ohio
$4M 36,491 -102,380 -74%
TIA
212
Tiemann Investment Advisors
California
$3.85M 35,156 +2,181 +7%
IFS
213
Ifrah Financial Services
Arkansas
$3.75M 34,225 -33 -0.1%
PWW
214
Pettyjohn Wood & White
Virginia
$3.7M 33,800 -675 -2%
HCM
215
Hollencrest Capital Management
California
$3.7M 33,761 -775 -2%
SC
216
SouthState Corp
Florida
$3.67M 33,465 +40 +0.1%
CA
217
Commerzbank Aktiengesellschaft
Germany
$3.65M 33,308 +3,446 +12%
CB
218
Community Bank
New York
$3.63M 33,150 -1,000 -3%
PA
219
Planning Alternatives
Michigan
$3.59M 32,766 +12,608 +63%
CA
220
Cambridge Associates
Massachusetts
$3.54M 32,343 -396,514 -92%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$3.4M 31,063 -3,604 -10%
SFG
222
SNS Financial Group
Minnesota
$3.37M 30,714 -2,721 -8%
PFA
223
Pure Financial Advisors
California
$3.34M 30,501 +2,530 +9%
FFS
224
Founders Financial Securities
Maryland
$3.34M 30,445 +10,411 +52%
FBNAT
225
FirstMerit Bank N.A. Trustee
Ohio
$3.26M 29,745 +691 +2%
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