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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

444 hedge funds and large institutions have $11.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 142 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+16
Holders Change %
+3.74%
% of All Funds
12.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.96%
New
43
Increased
198
Reduced
142
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$1.22M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.63B
2
SCM
Saba Capital Management
New York
$76.3M
3
Bank of America
Bank of America
North Carolina
$388M
4
MCM
Makena Capital Management
California
$64.8M
5
SCM
SCS Capital Management
Massachusetts
$54M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$99.5M
2
SAC
Smith Affiliated Capital
New York
$81.2M
3
EARNEST Partners
EARNEST Partners
Georgia
$0
4
IA
IndexIQ Advisors
New York
$97.2M
5
Jane Street
Jane Street
New York
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
226
Greatmark Investment Partners
Georgia
$1.43M +$437 +4 +0%
BWAM
227
Boyd Watterson Asset Management
Ohio
$1.41M +$49.2K +450 +4%
MFS
228
MSI Financial Services
Massachusetts
$1.4M +$553K +5,052 +65%
State Street
229
State Street
Massachusetts
$1.38M +$7.66K +70 +0.6%
BAM
230
Brave Asset Management
New Jersey
$1.37M +$120K +1,100 +10%
RCM
231
Rotella Capital Management
Washington
$1.35M +$312K +2,850 +30%
CWM
232
Cranbrook Wealth Management
Michigan
$1.31M – – –
OC
233
Oppenheimer & Co
New York
$1.3M +$155K +1,418 +14%
PVH
234
Psagot Value Holdings
Israel
$1.3M -$134K -1,229 -9%
AF
235
Allworth Financial
California
$1.3M +$1.3M +11,847 New
AWM
236
Altavista Wealth Management
North Carolina
$1.28M -$1.45M -13,280 -53%
HS
237
Huntington Steele
Pennsylvania
$1.27M +$16.7K +153 +1%
BFA
238
Beaumont Financial Advisors
Massachusetts
$1.26M -$19.1M -174,200 -94%
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$1.25M -$354K -3,232 -22%
DT
240
Diversified Trust
Tennessee
$1.25M +$1.25M +11,423 New
TCM
241
Telos Capital Management
California
$1.25M +$940K +8,595 +309%
V
242
Veritable
Delaware
$1.23M +$24.5K +224 +2%
SCA
243
Salient Capital Advisors
Texas
$1.21M -$337K -3,080 -22%
EFS
244
Essex Financial Services
Connecticut
$1.21M +$1.21M +11,015 New
OC
245
Oakworth Capital
Alabama
$1.18M +$158K +1,447 +16%
PMFA
246
Plante Moran Financial Advisors
Michigan
$1.17M +$1.09K +10 +0.1%
IAS
247
INR Advisory Services
Pennsylvania
$1.16M -$272K -2,483 -19%
OC
248
Oarsman Capital
Wisconsin
$1.15M +$39.3K +359 +4%
FIM
249
Freedom Investment Management
Connecticut
$1.15M +$558K +5,103 +94%
BPB
250
Badgley, Phelps & Bell
Washington
$1.14M +$58.5K +535 +5%
8 9
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