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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 %
SFG
251
SNS Financial Group
Minnesota
$2.13M +$89.2K +810 +4%
GC
252
Garde Capital
Washington
$2.13M -$3.19K -29 -0.1%
PA
253
Planning Alternatives
Michigan
$2.13M +$638K +5,795 +43%
RhumbLine Advisers
254
RhumbLine Advisers
Massachusetts
$2.13M +$925K +8,406 +77%
SCP
255
Syntal Capital Partners
Texas
$2.12M -$14.5K -132 -0.7%
ANBTV
256
American National Bank & Trust (Virginia)
Virginia
$2.04M +$763K +6,932 +60%
SSWM
257
Smith Salley Wealth Management
North Carolina
$2.04M +$763K +6,932 +60%
T
258
Thomaspartners
Massachusetts
$1.98M -$15.6K -142 -0.8%
BJL
259
Brighton Jones LLC
Washington
$1.98M -$24K -218 -1%
AWS
260
Aris Wealth Services
Pennsylvania
$1.97M -$111K -1,010 -5%
FT
261
Fiduciary Trust
Massachusetts
$1.96M +$1.96M +17,750 New
BTNA
262
Bremer Trust National Association
Minnesota
$1.93M +$1.12M +10,213 +139%
S
263
SignatureFD
Georgia
$1.89M +$891K +8,086 +89%
AT
264
Arden Trust
Delaware
$1.85M -$305K -2,771 -14%
EWM
265
Empirical Wealth Management
Washington
$1.82M -$132K -1,201 -7%
YP
266
Yellowstone Partners
Idaho
$1.81M +$240K +2,179 +15%
CIBC World Market
267
CIBC World Market
Ontario, Canada
$1.81M +$1.81M +16,398 New
Truist Financial
268
Truist Financial
North Carolina
$1.78M +$171K +1,551 +11%
NFG
269
Next Financial Group
Texas
$1.77M -$650K -5,902 -27%
WSFS
270
Wilmington Savings Fund Society
Delaware
$1.77M -$65.8K -598 -4%
WA
271
Waverly Advisors
Alabama
$1.76M +$241K +2,192 +16%
BJ
272
Brouwer & Janachowski
California
$1.75M -$13.8K -125 -0.8%
KFC
273
Klingenstein Fields & Co
New York
$1.75M +$198K +1,794 +13%
SAG
274
Sterne Agee Group
Alabama
$1.72M +$114K +1,033 +7%
FFS
275
Founders Financial Securities
Maryland
$1.67M -$54.9K -499 -3%
9 10
11
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