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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$180M
2
BTS
BB&T Securities
Virginia
+$70M
3
LPL Financial
LPL Financial
California
+$47.3M
4
BFA
BlackRock Fund Advisors
California
+$44.7M
5
Jane Street
Jane Street
New York
+$42.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$87.5M
2
Bank of America
Bank of America
North Carolina
-$83.9M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$80M
4
SAC
Smith Affiliated Capital
New York
-$79.2M
5
State Street
State Street
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
Winfield Associates
Ohio
$670K -$53.9K -500 -7%
HCMT
277
Highland Capital Management (Tennessee)
Tennessee
$654K +$37.3K +346 +6%
ICAS
278
Investors Capital Advisory Services
Massachusetts
$652K +$90.5K +839 +16%
S
279
SignatureFD
Georgia
$649K +$543K +5,036 +514%
CHFS
280
Cobble Hill Financial Services
New Jersey
$647K – – –
MHS
281
M Holdings Securities
Oregon
$641K -$224K -2,073 -26%
BTNA
282
Bremer Trust National Association
Minnesota
$638K -$183K -1,695 -22%
KT
283
Kanaly Trust
Texas
$634K – – –
BSW
284
Buckingham Strategic Wealth
Missouri
$630K -$411K -3,807 -39%
BOK
285
Bank of Kentucky
Kentucky
$619K +$13.5K +125 +2%
IT
286
Independence Trust
Tennessee
$611K – – –
BPBT
287
Boston Private Bank & Trust
Massachusetts
$602K -$46.5K -431 -7%
PAMG
288
Patton Albertson Miller Group
Tennessee
$602K +$353K +3,271 +142%
PO
289
Private Ocean
California
$599K +$15.7K +146 +3%
BBA
290
BLB&B Advisors
Pennsylvania
$598K +$3.88K +36 +0.7%
TCOT
291
Trust Company of Toledo
Ohio
$595K – – –
WCA
292
Westover Capital Advisors
Delaware
$594K – – –
FIM
293
Freedom Investment Management
Connecticut
$586K +$349K +3,235 +147%
WTC
294
WhitTier Trust Company
Nevada
$578K +$7.55K +70 +1%
SIM
295
SSI Investment Management
California
$572K – – –
HTC
296
Haverford Trust Company
Pennsylvania
$562K -$125K -1,156 -18%
CS
297
Cannell & Spears
New York
$556K +$189K +1,750 +51%
PAS
298
Professional Advisory Services
Florida
$551K +$111K +1,028 +25%
LWM
299
Lenox Wealth Management
Ohio
$542K – – –
Janney Montgomery Scott
300
Janney Montgomery Scott
Pennsylvania
$526K -$9.28K -86 -2%
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