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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

536 hedge funds and large institutions have $15.7B invested in iShares Core US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 215 increasing their positions, 141 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+94
Holders Change %
+21.27%
% of All Funds
14.3%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
2.72%
New
120
Increased
215
Reduced
141
Closed
17
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$578K

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$879M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$327M
3
Bank of America
Bank of America
North Carolina
+$303M
4
SCM
SCS Capital Management
Massachusetts
+$220M
5
QI
QS Investors
New York
+$174M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$110M
2
MCM
Makena Capital Management
California
-$60.7M
3
Citigroup
Citigroup
New York
-$58.6M
4
CC
Curian Capital
Colorado
-$45.2M
5
Lazard Asset Management
Lazard Asset Management
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
276
ClearBridge Investments
New York
$1.65M -$55K -499 -3%
AWM
277
Altavista Wealth Management
North Carolina
$1.62M +$304K +2,750 +23%
CIM
278
Cambria Investment Management
California
$1.57M +$1.57M +14,277 New
FHA
279
First Horizon Advisors
Tennessee
$1.56M -$56.9K -517 -4%
AFG
280
Albion Financial Group
Utah
$1.55M -$74.9K -680 -5%
FHC
281
First Heartland Consultants
Missouri
$1.5M +$1.08M +9,804 +255%
LI
282
LVZ Inc
Michigan
$1.44M +$1.44M +13,056 New
BPC
283
Banque Pictet & Cie
Switzerland
$1.34M -$3.08M -27,995 -70%
CWM
284
Cranbrook Wealth Management
Michigan
$1.33M +$110 +1 +0%
FC
285
Financial Consulate
Maryland
$1.33M +$1.33M +12,059 New
TCM
286
Telos Capital Management
California
$1.31M -$81.1K -737 -6%
EFS
287
Essex Financial Services
Connecticut
$1.3M +$16.3K +148 +1%
PMFA
288
Plante Moran Financial Advisors
Michigan
$1.25M +$12.8K +116 +1%
PWM
289
Perigon Wealth Management
California
$1.25M +$559K +5,079 +81%
LWA
290
Lenox Wealth Advisors
New York
$1.24M -$190K -1,723 -13%
HS
291
Huntington Steele
Pennsylvania
$1.24M -$26.4K -240 -2%
SF
292
Synovus Financial
Georgia
$1.22M +$47.7K +433 +4%
OC
293
Oarsman Capital
Wisconsin
$1.21M +$57.9K +526 +5%
CCFCSB
294
Cape Cod Five Cents Savings Bank
Massachusetts
$1.2M -$2.24M -20,360 -65%
EWM
295
Evercore Wealth Management
New York
$1.2M +$1.2M +10,860 New
SCA
296
Salient Capital Advisors
Texas
$1.18M -$34.6K -314 -3%
BPB
297
Badgley, Phelps & Bell
Washington
$1.18M +$2.75K +25 +0.2%
FIM
298
Freedom Investment Management
Connecticut
$1.17M +$263K +2,393 +29%
FMW
299
Farr Miller & Washington
District of Columbia
$1.15M +$1.15M +10,444 New
MCM
300
Maryland Capital Management
Maryland
$1.12M -$28.2K -256 -2%
10 11
12
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