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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 %
PA
276
Pinnacle Associates
New York
$812K -$38.3K -350 -5%
S
277
SignatureFD
Georgia
$810K +$152K +1,387 +23%
ATC
278
Adirondack Trust Company
New York
$806K +$7.66K +70 +1%
BTNA
279
Bremer Trust National Association
Minnesota
$802K +$156K +1,423 +24%
JIP
280
Jaffetilchin Investment Partners
Florida
$782K +$72.9K +666 +10%
WWM
281
Willingdon Wealth Management
North Carolina
$781K -$10.5K -97 -1%
RFS
282
Rockefeller Financial Services
New York
$780K +$324K +2,959 +71%
PAS
283
Professional Advisory Services
Florida
$775K +$216K +1,976 +39%
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$769K +$236K +2,153 +44%
VFS
285
VSR Financial Services
Kansas
$752K +$37.5K +343 +5%
JIR
286
James Investment Research
Ohio
$745K -$705K – –
TAM
287
Taurus Asset Management
New York
$744K – – –
AF
288
Arrow Financial
New York
$744K +$744K +6,800 New
WF
289
Welch & Forbes
Massachusetts
$740K -$129K -1,175 -15%
WPC
290
White Pine Capital
Minnesota
$736K – – –
WA
291
WFG Advisors
Texas
$726K -$68K -621 -9%
BAS
292
Brown Advisory Securities
Maryland
$717K +$3.28K +30 +0.5%
FWP
293
FAS Wealth Partners
Kansas
$717K +$443K +4,048 +161%
WA
294
Winfield Associates
Ohio
$714K +$35.5K +325 +5%
FWIA
295
Fort Washington Investment Advisors
Ohio
$711K – – –
FCIM
296
Fairview Capital Investment Management
California
$711K +$427K +3,900 +150%
CS
297
Comerica Securities
Michigan
$707K -$7.22K -66 -1%
ICAS
298
Investors Capital Advisory Services
Massachusetts
$658K -$2.95K -27 -0.4%
LW
299
Linscomb Wealth
Texas
$656K -$195K -1,783 -23%
KT
300
Kanaly Trust
Texas
$643K – – –
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