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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
–
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K

Top Buyers

1
BlackRock
1
BlackRock
New York
$860M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.21B
3
IG
3
ING Group
Netherlands
$151M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
MAA
5
Managed Account Advisors
New Jersey
$68.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$0
3
State Street
3
State Street
Massachusetts
$75.4M
4
Barclays
4
Barclays
United Kingdom
$13.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
301
NTV Asset Management
West Virginia
$458K 4,310 -541 -11%
NAM
302
North American Management
Massachusetts
$458K 4,303 -290 -6%
TNB
303
Thomasville National Bank
Georgia
$454K 4,270 +786 +23%
VKH
304
Virtu KCG Holdings
New York
$452K 4,245 -69,292 -94%
BOS
305
Bingham Osborn & Scarborough
California
$451K 4,240 +142 +3%
AWA
306
Arete Wealth Advisors
Illinois
$451K 4,240 +4,240 New
Franklin Resources
307
Franklin Resources
California
$450K 4,225 +1,150 +37%
BRWA
308
B. Riley Wealth Advisors
Florida
$442K 4,157 -1,961 -32%
CBU
309
CIBC Bank USA
Illinois
$439K 4,125 -458 -10%
DAC
310
Dividend Assets Capital
South Carolina
$439K 4,125 +285 +7%
CAM
311
Cubic Asset Management
Massachusetts
$437K 4,108 -250 -6%
PAS
312
Professional Advisory Services
Florida
$434K 4,081 +4,081 New
VIA
313
Vantage Investment Advisors
Pennsylvania
$428K 4,017 +4,017 New
HCA
314
Harbour Capital Advisors
Virginia
$427K 4,008 -325 -8%
HWA
315
Heritage Wealth Advisors
Virginia
$426K 3,987 +3,987 New
WB
316
Webster Bank
Connecticut
$417K 3,919 -526 -12%
CC
317
Courier Capital
New York
$410K 3,856 -250 -6%
SCM
318
SCS Capital Management
Massachusetts
$404K 3,795 -104,039 -96%
Northern Trust
319
Northern Trust
Illinois
$401K 376,680 -58,623 -13%
CASB
320
Cape Ann Savings Bank
Massachusetts
$379K 3,560 +3,560 New
CS
321
Cannell & Spears
New York
$362K 3,400 -1,000 -23%
SFSG
322
Stearns Financial Services Group
North Carolina
$362K 3,405 -228 -6%
GJIC
323
Gamble Jones Investment Counsel
California
$359K 3,377 +549 +19%
VHAM
324
Van Hulzen Asset Management
California
$359K 3,375 +3,375 New
RFA
325
Reilly Financial Advisors
California
$358K 3,359 -976 -23%
11 12
13
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