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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
12.37%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.82%
New
51
Increased
170
Reduced
145
Closed
42
Calls
$356K
Puts
$842K
Net Calls
-$486K
Net Calls Change
+$89K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.42B
2
BTS
BB&T Securities
Virginia
$145M
3
LPL Financial
LPL Financial
California
$175M
4
BFA
BlackRock Fund Advisors
California
$261M
5
Jane Street
Jane Street
New York
$42.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$320M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$0
4
SAC
Smith Affiliated Capital
New York
$80.1M
5
State Street
State Street
Massachusetts
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cranbrook Wealth Management
Michigan
$1.29M -$18.7K -173 -1%
HS
227
Huntington Steele
Pennsylvania
$1.24M +$68.6K +635 +6%
BAM
228
Brave Asset Management
New Jersey
$1.23M -$86.3K -800 -7%
SF
229
Synovus Financial
Georgia
$1.23M -$1.19M -11,026 -49%
V
230
Veritable
Delaware
$1.19M – – –
MCM
231
Maryland Capital Management
Maryland
$1.18M -$74.8K -693 -6%
PMFA
232
Plante Moran Financial Advisors
Michigan
$1.15M +$4.96K +46 +0.4%
CAL
233
Capital Analysts LLC
Pennsylvania
$1.14M +$3.45K +32 +0.3%
OC
234
Oppenheimer & Co
New York
$1.13M -$261K -2,419 -19%
BAAM
235
Baker Avenue Asset Management
California
$1.11M +$594K +10,008 +115%
OC
236
Oarsman Capital
Wisconsin
$1.1M +$77.4K +717 +8%
CNB
237
City National Bank
California
$1.09M -$1.34M -12,373 -55%
BPB
238
Badgley, Phelps & Bell
Washington
$1.07M +$36.1K +335 +4%
LNC
239
Lincoln National Corp
Pennsylvania
$1.07M +$1.07M +9,879 New
SCM
240
Shelton Capital Management
Colorado
$1.06M +$33.6K +311 +3%
F
241
Filament
Washington
$1.05M – – –
FF
242
Friedenthal Financial
New Jersey
$1.04M +$26.3K +244 +3%
BOTW
243
Bank of the West
California
$1.03M -$85.8K -795 -8%
RCM
244
Rotella Capital Management
Washington
$1.02M +$1.02M +9,450 New
BWP
245
BSW Wealth Partners
Colorado
$1.02M -$27.1K -251 -3%
OC
246
Oakworth Capital
Alabama
$1M +$517K +4,786 +106%
CIA
247
Capital Investment Advisors
Georgia
$996K +$13.5K +125 +1%
YP
248
Yellowstone Partners
Idaho
$974K +$82.2K +762 +9%
AIM
249
Astor Investment Management
Illinois
$934K +$934K +8,657 New
Mariner
250
Mariner
Kansas
$924K -$425K -3,939 -32%
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