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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 %
DAM
251
Delta Asset Management
Tennessee
$815K 7,653 +1 +0%
MVIP
252
Mar Vista Investment Partners
California
$814K 7,649 – –
MFS
253
MSI Financial Services
Massachusetts
$813K 7,640 -89 -1%
BTNA
254
Bremer Trust National Association
Minnesota
$810K 7,606 +4,271 +128%
HMC
255
Higher Moment Capital
Massachusetts
$798K 7,500 +7,500 New
ATC
256
Adirondack Trust Company
New York
$776K 7,294 +905 +14%
WWM
257
Willingdon Wealth Management
North Carolina
$748K 7,034 +7,034 New
TAM
258
Taurus Asset Management
New York
$724K 6,800 – –
WPC
259
White Pine Capital
Minnesota
$716K 6,730 – –
WA
260
Winfield Associates
Ohio
$714K 6,710 +6,710 New
KFS
261
KMS Financial Services
Washington
$711K 6,681 -326 -5%
FNT
262
First National Trust
Pennsylvania
$700K 6,578 – –
BAS
263
Brown Advisory Securities
Maryland
$698K 6,550 +1,331 +26%
JIR
264
James Investment Research
Ohio
– – – –
SFA
265
Sequoia Financial Advisors
Ohio
$693K 6,507 +6,507 New
FWIA
266
Fort Washington Investment Advisors
Ohio
$691K 6,495 – –
SSWM
267
Sheets Smith Wealth Management
North Carolina
$690K 6,481 +434 +7%
HTC
268
Haverford Trust Company
Pennsylvania
$678K 6,366 +6,366 New
WIM
269
Windhaven Investment Management
Massachusetts
$671K 6,310 +6,310 New
BPBT
270
Boston Private Bank & Trust
Massachusetts
$640K 6,011 +135 +2%
CHFS
271
Cobble Hill Financial Services
New Jersey
$639K 6,000 – –
KT
272
Kanaly Trust
Texas
$625K 5,875 – –
NES
273
New England Securities
New York
$614K 5,769 -394 -6%
HCMT
274
Highland Capital Management (Tennessee)
Tennessee
$609K 5,719 -138 -2%
IT
275
Independence Trust
Tennessee
$602K 5,659 +159 +3%
9 10
11
12 13