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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

370 hedge funds and large institutions have $8.94B invested in iShares Core US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 44 closing their positions.

Holders
370
Holders Change
-20
Holders Change %
-5.13%
% of All Funds
12%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
1.69%
New
27
Increased
113
Reduced
178
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.06B
2
State Street
2
State Street
Massachusetts
$148M
3
QI
3
QS Investors
New York
$45M
4
Prudential Financial
4
Prudential Financial
New Jersey
$178M
5
LA
5
Leonetti & Associates
Illinois
$24.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$384M
2
CC
2
Curian Capital
Colorado
$77.4M
3
Wells Fargo
3
Wells Fargo
California
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
301
North Star Investment Management
Illinois
$330K 3,076 -927 -23%
Franklin Resources
302
Franklin Resources
California
$330K 3,075 – –
RFS
303
Rockefeller Financial Services
New York
$321K 2,991 – –
Chevy Chase Trust
304
Chevy Chase Trust
Maryland
$317K 2,961 – –
1IC
305
1919 Investment Counsel
Maryland
$305K 2,837 -4,485 -61%
GJIC
306
Gamble Jones Investment Counsel
California
$303K 2,828 -2,131 -43%
DJSG
307
D.J. St. Germain
Massachusetts
$302K 2,820 +145 +5%
CCT
308
Country Club Trust
Missouri
$297K 2,769 -85 -3%
1SB
309
1ST Source Bank
Indiana
$295K 2,755 +2,755 New
AA
310
AlphaMark Advisors
Kentucky
$294K 2,745 -1,745 -39%
Fisher Asset Management
311
Fisher Asset Management
Washington
$283K 2,638 +284 +12%
WI
312
Wedgewood Investors
Pennsylvania
$280K 2,615 – –
SCM
313
Summit Capital Management
Washington
$266K 2,483 -103 -4%
Principal Financial Group
314
Principal Financial Group
Iowa
$264K 2,465 +2,465 New
AWM
315
Affinity Wealth Management
Delaware
$258K 2,406 -240,892 -99%
FC
316
FIC Capital
New York
$257K 2,400 – –
PCMC
317
Paragon Capital Management (Colorado)
Colorado
$252K 2,350 +2,350 New
PAMG
318
Patton Albertson Miller Group
Tennessee
$248K 2,310 – –
UBS AM
319
UBS AM
Illinois
– – – –
AAS
320
Annex Advisory Services
Wisconsin
$228K 2,131 -3,913 -65%
GMA
321
Goldstein Munger & Associates
California
$226K 2,104 -2,450 -54%
AAM
322
Autus Asset Management
Arizona
$215K 2,008 +75 +4%
SFS
323
Signator Financial Services
Massachusetts
$206K 1,918 -50 -3%
CCM
324
Coldstream Capital Management
Washington
$200K 1,870 -1,333 -42%
JA
325
JOYN Advisors
Georgia
$178K 1,658 +1,658 New
11 12
13
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