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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
SAC
1
Smith Affiliated Capital
New York
$290M
2
Bank of America
2
Bank of America
North Carolina
$384M
3
CC
3
Curian Capital
Colorado
$77.4M
4
Wells Fargo
4
Wells Fargo
California
$156M
5
Morgan Stanley
5
Morgan Stanley
New York
$224M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFCSB
251
Cape Cod Five Cents Savings Bank
Massachusetts
$637K 5,940 +3,855 +185%
BPBT
252
Boston Private Bank & Trust
Massachusetts
$630K 5,876 -1,430 -20%
KT
253
Kanaly Trust
Texas
$629K 5,875 -1,180 -17%
WCA
254
Westover Capital Advisors
Delaware
$628K 5,860 -1,832 -24%
HCMT
255
Highland Capital Management (Tennessee)
Tennessee
$628K 5,857 +242 +4%
AL
256
Aspiriant LLC
California
$601K 5,608 -60 -1%
BOK
257
Bank of Kentucky
Kentucky
$595K 5,554 -456 -8%
BBA
258
BLB&B Advisors
Pennsylvania
$591K 5,510 -120 -2%
IT
259
Independence Trust
Tennessee
$590K 5,500 – –
Rafferty Asset Management
260
Rafferty Asset Management
New York
$584K 5,448 -28,519 -84%
ICAS
261
Investors Capital Advisory Services
Massachusetts
$578K 5,397 -1,437 -21%
SIM
262
SSI Investment Management
California
$568K 5,295 – –
STMM
263
South Texas Money Management
Texas
$559K 5,218 -235 -4%
BAS
264
Brown Advisory Securities
Maryland
$559K 5,219 +884 +20%
TCOT
265
Trust Company of Toledo
Ohio
$557K 5,195 – –
WTC
266
WhitTier Trust Company
Nevada
$547K 5,100 +710 +16%
NAM
267
NTV Asset Management
West Virginia
$520K 4,851 -506 -9%
WA
268
Waverly Advisors
Alabama
$514K 4,797 -1,512 -24%
CDIA
269
Capital Directions Investment Advisors
Georgia
$506K 4,722 -1,984 -30%
CANC
270
Culbertson A N & Co
Virginia
$502K 4,679 -635 -12%
CBU
271
CIBC Bank USA
Illinois
$492K 4,583 -4,117 -47%
NAM
272
North American Management
Massachusetts
$492K 4,593 -1,305 -22%
AFIA
273
America First Investment Advisors
Nebraska
$486K 4,537 +235 +5%
WB
274
Webster Bank
Connecticut
$477K 4,445 -2,109 -32%
WB
275
WesBanco Bank
West Virginia
$477K 4,446 +99 +2%
9 10
11
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