AGG icon

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
Bank of America
1
Bank of America
North Carolina
$384M
2
CC
2
Curian Capital
Colorado
$77.4M
3
Wells Fargo
3
Wells Fargo
California
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
276
Kayne Anderson Rudnick Investment Management
California
$476K 4,437 – –
CS
277
Cannell & Spears
New York
$472K 4,400 +4,400 New
CAM
278
Cubic Asset Management
Massachusetts
$467K 4,358 +400 +10%
Northern Trust
279
Northern Trust
Illinois
$467K 435,303 +4,031 +0.9%
TSW
280
Thompson Siegel & Walmsley
Virginia
$464K 4,330 -730 -14%
HCA
281
Harbour Capital Advisors
Virginia
$464K 4,333 – –
RFA
282
Reilly Financial Advisors
California
$464K 4,335 +1,813 +72%
Bessemer Group
283
Bessemer Group
New Jersey
$461K 4,303 -270 -6%
BCM
284
Brookmont Capital Management
Texas
$446K 4,160 +223 +6%
CC
285
Courier Capital
New York
$440K 4,106 – –
BOS
286
Bingham Osborn & Scarborough
California
$439K 4,098 +767 +23%
LIM
287
Leavell Investment Management
Alabama
$437K 4,078 -5,508 -57%
DAC
288
Dividend Assets Capital
South Carolina
$412K 3,840 +125 +3%
SFSG
289
Stearns Financial Services Group
North Carolina
$389K 3,633 -3,952 -52%
WJA
290
Williams Jones & Associates
New York
$386K 3,600 -450 -11%
CWM
291
Concert Wealth Management
California
$384K 3,579 -1,357 -27%
VAM
292
Visionary Asset Management
Texas
$384K 3,579 +3,579 New
SYBT
293
Stock Yards Bank & Trust
Kentucky
$383K 3,568 +3,568 New
TNB
294
Thomasville National Bank
Georgia
$373K 3,484 +355 +11%
Luther King Capital Management (LKCM)
295
Luther King Capital Management (LKCM)
Texas
$371K 3,462 -2,610 -43%
OCG
296
Opus Capital Group
Ohio
$363K 3,383 -155 -4%
BTNA
297
Bremer Trust National Association
Minnesota
$358K 3,335 +2 +0.1%
Sumitomo Mitsui Trust Group
298
Sumitomo Mitsui Trust Group
Japan
$338K 3,158 -36,878 -92%
CAG
299
Crestwood Advisors Group
Massachusetts
$334K 3,112 -856 -22%
CCMG
300
Clark Capital Management Group
Pennsylvania
$333K 3,109 +3,109 New
10 11
12
13 14