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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 %
BOK
276
Bank of Kentucky
Kentucky
$597K 5,608 +54 +1%
TCOT
277
Trust Company of Toledo
Ohio
$587K 5,515 +320 +6%
WCA
278
Westover Capital Advisors
Delaware
$586K 5,509 -351 -6%
BBA
279
BLB&B Advisors
Pennsylvania
$586K 5,510 – –
PO
280
Private Ocean
California
$576K 5,408 +5,408 New
ACP
281
Aviance Capital Partners
Florida
$565K 5,312 -1,031 -16%
SIM
282
SSI Investment Management
California
$564K 5,295 – –
WTC
283
WhitTier Trust Company
Nevada
$563K 5,286 +186 +4%
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$558K 5,241 -2,614 -33%
ICAS
285
Investors Capital Advisory Services
Massachusetts
$553K 5,204 -193 -4%
PSW
286
Portfolio Strategies (Washington)
Washington
$552K 5,189 +5,189 New
Rafferty Asset Management
287
Rafferty Asset Management
New York
$540K 5,074 -374 -7%
LWM
288
Lenox Wealth Management
Ohio
$535K 5,024 +5,024 New
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$528K 4,963 -1,532 -24%
FWP
290
FAS Wealth Partners
Kansas
$519K 4,873 +4,873 New
BCM
291
Brookmont Capital Management
Texas
$516K 4,850 +690 +17%
CANC
292
Culbertson A N & Co
Virginia
$496K 4,659 -20 -0.4%
Kayne Anderson Rudnick Investment Management
293
Kayne Anderson Rudnick Investment Management
California
$489K 4,599 +162 +4%
CAL
294
Capital Advisors Ltd
Ohio
$488K 4,588 +4,588 New
BFC
295
Blue Fin Capital
Rhode Island
$483K 4,535 +4,535 New
STMM
296
South Texas Money Management
Texas
$479K 4,501 -717 -14%
WB
297
WesBanco Bank
West Virginia
$479K 4,497 +51 +1%
OC
298
Oakworth Capital
Alabama
$479K 4,505 +4,505 New
CG
299
Colony Group
Massachusetts
$476K 4,468 +4,468 New
AFIA
300
America First Investment Advisors
Nebraska
$469K 4,405 -132 -3%
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12
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