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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 %
MCM
251
Maryland Capital Management
Maryland
$1.11M -$83.9K -767 -7%
FFS
252
Founders Financial Securities
Maryland
$1.11M +$100K +914 +10%
CIA
253
Capital Investment Advisors
Georgia
$1.11M +$99.5K +910 +10%
ATC
254
Argent Trust Company
Louisiana
$1.1M -$428K -3,915 -28%
KFS
255
KMS Financial Services
Washington
$1.08M +$267K +2,439 +33%
FF
256
Friedenthal Financial
New Jersey
$1.08M +$19.4K +177 +2%
CNB
257
City National Bank
California
$1.07M -$33.6K -307 -3%
F
258
Filament
Washington
$1.06M – – –
FAT
259
First American Trust
California
$983K +$148K +1,353 +18%
BAAM
260
Baker Avenue Asset Management
California
$977K -$1.07M -9,770 -52%
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$976K -$4.37M -39,951 -82%
SCM
262
Shelton Capital Management
Colorado
$920K -$155K -1,413 -14%
PAMG
263
Patton Albertson Miller Group
Tennessee
$912K +$302K +2,757 +49%
BWP
264
BSW Wealth Partners
Colorado
$901K -$132K -1,206 -13%
SC
265
SouthState Corp
Florida
$895K -$3.63M -33,160 -80%
Mariner
266
Mariner
Kansas
$890K -$46.4K -424 -5%
WTC
267
WhitTier Trust Company
Nevada
$887K +$301K +2,745 +51%
HJA
268
Hugh Johnson Advisors
New York
$875K -$49.3K -450 -5%
BOTW
269
Bank of the West
California
$870K -$178K -1,623 -17%
Rafferty Asset Management
270
Rafferty Asset Management
New York
$861K -$572K -5,228 -40%
MVIP
271
Mar Vista Investment Partners
California
$837K – – –
CANC
272
Culbertson A N & Co
Virginia
$836K -$1.64K -15 -0.2%
NB
273
NBT Bank
New York
$830K -$14.6K -133 -2%
CBB
274
Citizens Business Bank
California
$824K -$2.28M -20,840 -73%
DAM
275
Delta Asset Management
Tennessee
$820K +$109 +1 +0%
9 10
11
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