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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

442 hedge funds and large institutions have $12.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
12.83%
Holding in Top 10
80
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.65%
% of All Funds
2.32%
New
27
Increased
202
Reduced
140
Closed
26
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
-$177K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$363M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$183M
3
EWA
EP Wealth Advisors
California
+$119M
4
SCM
SCS Capital Management
Massachusetts
+$79.3M
5
RJA
Raymond James & Associates
Florida
+$48.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$99.5M
2
SAC
Smith Affiliated Capital
New York
-$81.2M
3
SCM
Saba Capital Management
New York
-$73.1M
4
LPL Financial
LPL Financial
California
-$52.7M
5
SG Americas Securities
SG Americas Securities
New York
-$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
276
BSW Wealth Partners
Colorado
$860K -$39.3K -360 -4%
ATC
277
Adirondack Trust Company
New York
$858K +$54.6K +500 +7%
MVIP
278
Mar Vista Investment Partners
California
$835K – – –
CANC
279
Culbertson A N & Co
Virginia
$834K – – –
WTC
280
WhitTier Trust Company
Nevada
$824K -$60K -550 -7%
HTC
281
Haverford Trust Company
Pennsylvania
$815K +$247K +2,260 +43%
PA
282
Pinnacle Associates
New York
$810K – – –
PAMG
283
Patton Albertson Miller Group
Tennessee
$809K -$100K -917 -11%
BTNA
284
Bremer Trust National Association
Minnesota
$801K +$546 +5 +0.1%
WA
285
Winfield Associates
Ohio
$789K +$76.3K +700 +11%
DAM
286
Delta Asset Management
Tennessee
$786K -$31.7K -290 -4%
CBB
287
Citizens Business Bank
California
$784K -$38K -348 -5%
WWM
288
Willingdon Wealth Management
North Carolina
$777K -$10.4K -95 -1%
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$763K -$3.93K -36 -0.5%
VFS
290
VSR Financial Services
Kansas
$747K -$3.17K -29 -0.4%
WA
291
WFG Advisors
Texas
$744K +$20K +183 +3%
JIR
292
James Investment Research
Ohio
$743K -$745K – –
TAM
293
Taurus Asset Management
New York
$742K – – –
BPBT
294
Boston Private Bank & Trust
Massachusetts
$739K +$121K +1,105 +20%
WF
295
Welch & Forbes
Massachusetts
$738K – – –
BOTW
296
Bank of the West
California
$734K -$134K -1,226 -15%
WPC
297
White Pine Capital
Minnesota
$734K – – –
PO
298
Private Ocean
California
$730K +$110K +1,004 +18%
BAAM
299
Baker Avenue Asset Management
California
$720K -$254K -2,329 -26%
FWIA
300
Fort Washington Investment Advisors
Ohio
$709K – – –
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