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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

536 hedge funds and large institutions have $15.7B invested in iShares Core US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 215 increasing their positions, 141 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+94
Holders Change %
+21.27%
% of All Funds
14.3%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
2.72%
New
120
Increased
215
Reduced
141
Closed
17
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$578K

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$879M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$327M
3
Bank of America
Bank of America
North Carolina
+$303M
4
SCM
SCS Capital Management
Massachusetts
+$220M
5
QI
QS Investors
New York
+$174M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$110M
2
MCM
Makena Capital Management
California
-$60.7M
3
Citigroup
Citigroup
New York
-$58.6M
4
CC
Curian Capital
Colorado
-$45.2M
5
Lazard Asset Management
Lazard Asset Management
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBNAT
226
FirstMerit Bank N.A. Trustee
Ohio
$3.06M +$54.6K +496 +2%
WF
227
WealthTrust Fairport
Ohio
$3.04M -$73.7K -669 -2%
WCM
228
Windsor Capital Management
Arizona
$3M -$38.5K -350 -1%
SIAM
229
Sterling Investment Advisors (Missouri)
Missouri
$3M +$3M +27,212 New
BAC
230
Boys Arnold & Co
North Carolina
$2.96M -$168K -1,525 -5%
KL
231
KWMG LLC
Kansas
$2.85M +$2.85M +25,693 New
SFPM
232
Sensible Financial Planning & Management
Massachusetts
$2.8M +$2.09K +19 +0.1%
FCIM
233
Fairview Capital Investment Management
California
$2.8M +$1.33M +12,100 +91%
CAL
234
Capital Analysts LLC
Pennsylvania
$2.74M -$3.41K -31 -0.1%
BA
235
BlackRock Advisors
Delaware
$2.71M – – –
SCA
236
Samson Capital Advisors
New York
$2.6M +$2.6M +23,650 New
NL
237
NWAM LLC
Washington
$2.58M -$25.8K -234 -1%
FAT
238
First American Trust
California
$2.54M +$541K +4,913 +27%
AA
239
Alesco Advisors
New York
$2.5M -$31.5K -286 -1%
FAAS
240
First Allied Advisory Services
California
$2.4M -$4.65M -42,141 -66%
BHBT
241
Burke & Herbert Bank & Trust
Virginia
$2.34M -$106K -960 -4%
FNBOO
242
First National Bank of Omaha
Nebraska
$2.34M -$2.2K -20 -0.1%
CFA
243
CT Financial Advisors
Pennsylvania
$2.33M +$2.33M +21,132 New
FFC
244
First Financial Corp
Indiana
$2.31M -$1.04M -9,482 -31%
FNBT
245
FineMark National Bank & Trust
Florida
$2.31M -$14.8K -134 -0.6%
EK
246
Evensky & Katz
Florida
$2.3M -$86.4K -785 -4%
DWM
247
Destination Wealth Management
California
$2.19M +$565K +5,127 +35%
Sumitomo Mitsui Trust Group
248
Sumitomo Mitsui Trust Group
Japan
$2.18M -$317K -2,876 -13%
BAM
249
Brave Asset Management
New Jersey
$2.16M +$787K +7,150 +57%
BWFA
250
Baltimore-Washington Financial Advisors
Maryland
$2.16M -$709K -6,435 -25%
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