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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
–
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K

Top Buyers

1
BlackRock
1
BlackRock
New York
$860M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.21B
3
IG
3
ING Group
Netherlands
$151M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
MAA
5
Managed Account Advisors
New Jersey
$68.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$0
3
State Street
3
State Street
Massachusetts
$75.4M
4
Barclays
4
Barclays
United Kingdom
$13.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$1.13M 10,574 +75 +0.7%
BOTW
227
Bank of the West
California
$1.1M 10,370 -915 -8%
AT
228
Arden Trust
Delaware
$1.09M 10,258 +2,067 +25%
WF
229
Welch & Forbes
Massachusetts
$1.07M 10,075 -700 -6%
EGA
230
E&G Advisors
Texas
$1.07M 10,024 +10,024 New
HSA
231
HBK Sorce Advisory
Pennsylvania
$1.05M 9,855 +9,855 New
F
232
Filament
Washington
$1.03M 9,717 -795 -8%
BWP
233
BSW Wealth Partners
Colorado
$1.03M 9,697 -3,897 -29%
BSW
234
Buckingham Strategic Wealth
Missouri
$1.03M 9,644 -2,350 -20%
BPB
235
Badgley, Phelps & Bell
Washington
$1.02M 9,554 -719 -7%
SCM
236
Shelton Capital Management
Colorado
$1.01M 9,511 -40 -0.4%
OC
237
Oarsman Capital
Wisconsin
$1.01M 9,468 -1,541 -14%
FF
238
Friedenthal Financial
New Jersey
$1M 9,401 +9,401 New
MAM
239
Meeder Asset Management
Ohio
$992K 9,325 +9,325 New
First Trust Advisors
240
First Trust Advisors
Illinois
$975K 9,157 +9,157 New
FFS
241
Founders Financial Securities
Maryland
$970K 9,113 +9,113 New
CIA
242
Capital Investment Advisors
Georgia
$969K 9,105 +9,105 New
HJA
243
Hugh Johnson Advisors
New York
$937K 8,803 -8,097 -48%
BAAM
244
Baker Avenue Asset Management
California
$925K 8,692 +1,123 +15%
YP
245
Yellowstone Partners
Idaho
$880K 8,266 +8,266 New
VFS
246
VSR Financial Services
Kansas
$873K 8,203 +236 +3%
LW
247
Linscomb Wealth
Texas
$855K 8,033 +198 +3%
MHS
248
M Holdings Securities
Oregon
$853K 8,013 +8,013 New
PA
249
Pinnacle Associates
New York
$827K 7,771 -1,800 -19%
NB
250
NBT Bank
New York
$821K 7,716 -188 -2%
8 9
10
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