AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

370 hedge funds and large institutions have $8.94B invested in iShares Core US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 44 closing their positions.

Holders
370
Holders Change
-20
Holders Change %
-5.13%
% of All Funds
12%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
1.69%
New
27
Increased
113
Reduced
178
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.06B
2
State Street
2
State Street
Massachusetts
$148M
3
QI
3
QS Investors
New York
$45M
4
Prudential Financial
4
Prudential Financial
New Jersey
$178M
5
LA
5
Leonetti & Associates
Illinois
$24.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$384M
2
CC
2
Curian Capital
Colorado
$77.4M
3
Wells Fargo
3
Wells Fargo
California
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AT
226
Arden Trust
Delaware
$879K 8,191 +2,601 +47%
VFS
227
VSR Financial Services
Kansas
$854K 7,967 -121 -1%
JIR
228
James Investment Research
Ohio
– – – –
NB
229
NBT Bank
New York
$847K 7,904 -57 -0.7%
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$842K 7,855 -4,767 -38%
LW
231
Linscomb Wealth
Texas
$840K 7,835 -1,259 -14%
MFS
232
MSI Financial Services
Massachusetts
$829K 7,729 -1,323 -15%
DAM
233
Delta Asset Management
Tennessee
$820K 7,652 -213 -3%
MVIP
234
Mar Vista Investment Partners
California
$820K 7,649 – –
BAAM
235
Baker Avenue Asset Management
California
$811K 7,569 +7,569 New
SAG
236
Sterne Agee Group
Alabama
$806K 7,521 +1,338 +22%
KFS
237
KMS Financial Services
Washington
$751K 7,007 -424 -6%
TAM
238
Taurus Asset Management
New York
$729K 6,800 – –
WPC
239
White Pine Capital
Minnesota
$721K 6,730 +700 +12%
AFC
240
AFT Forsyth & Company
Florida
$718K 6,695 -2,150 -24%
FNT
241
First National Trust
Pennsylvania
$705K 6,578 +6,578 New
FIMS
242
FBL Investment Management Services
Iowa
$704K 6,570 +3,285 +100%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$696K 6,495 +6,495 New
FWIA
244
Fort Washington Investment Advisors
Ohio
$696K 6,495 +6,495 New
ATC
245
Adirondack Trust Company
New York
$685K 6,389 -450 -7%
ACP
246
Aviance Capital Partners
Florida
$680K 6,343 -310 -5%
NES
247
New England Securities
New York
$661K 6,163 +447 +8%
BRWA
248
B. Riley Wealth Advisors
Florida
$656K 6,118 -5,566 -48%
SSWM
249
Sheets Smith Wealth Management
North Carolina
$648K 6,047 +815 +16%
CHFS
250
Cobble Hill Financial Services
New Jersey
$643K 6,000 – –
8 9
10
11 12