AGG icon

iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HJA
251
Hugh Johnson Advisors
New York
$911K -$38.6K -358 -4%
WF
252
Welch & Forbes
Massachusetts
$857K -$231K -2,140 -21%
LW
253
Linscomb Wealth
Texas
$840K -$27.1K -251 -3%
MFS
254
MSI Financial Services
Massachusetts
$840K +$15.4K +143 +2%
PA
255
Pinnacle Associates
New York
$839K
NB
256
NBT Bank
New York
$833K
CANC
257
Culbertson A N & Co
Virginia
$826K +$324K +3,000 +64%
MVIP
258
Mar Vista Investment Partners
California
$825K
FAT
259
First American Trust
California
$823K -$378K -3,504 -31%
DAM
260
Delta Asset Management
Tennessee
$808K -$17.6K -163 -2%
KFS
261
KMS Financial Services
Washington
$805K +$84.1K +779 +12%
WWM
262
Willingdon Wealth Management
North Carolina
$790K +$31K +287 +4%
ATC
263
Adirondack Trust Company
New York
$787K
SSG
264
Summit Securities Group
New York
$785K -$1.41M -13,050 -64%
WA
265
WFG Advisors
Texas
$783K -$493K -4,571 -39%
TAM
266
Taurus Asset Management
New York
$734K
WPC
267
White Pine Capital
Minnesota
$726K
Kayne Anderson Rudnick Investment Management
268
Kayne Anderson Rudnick Investment Management
California
$717K +$221K +2,043 +44%
VFS
269
VSR Financial Services
Kansas
$705K -$181K -1,673 -20%
BAS
270
Brown Advisory Securities
Maryland
$705K -$1.94K -18 -0.3%
JIR
271
James Investment Research
Ohio
$705K -$696K
CS
272
Comerica Securities
Michigan
$704K +$352K +3,262 +100%
NES
273
New England Securities
New York
$702K +$79.7K +739 +13%
FWIA
274
Fort Washington Investment Advisors
Ohio
$701K
JIP
275
Jaffetilchin Investment Partners
Florida
$699K -$772K -7,155 -52%