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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
12.37%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.82%
New
51
Increased
170
Reduced
145
Closed
42
Calls
$356K
Puts
$842K
Net Calls
-$486K
Net Calls Change
+$89K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$180M
2
BTS
BB&T Securities
Virginia
+$70M
3
LPL Financial
LPL Financial
California
+$47.3M
4
BFA
BlackRock Fund Advisors
California
+$44.7M
5
Jane Street
Jane Street
New York
+$42.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$87.5M
2
Bank of America
Bank of America
North Carolina
-$83.9M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$80M
4
SAC
Smith Affiliated Capital
New York
-$79.2M
5
State Street
State Street
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
Brookmont Capital Management
Texas
$519K -$4.86K -45 -0.9%
TNB
302
Thomasville National Bank
Georgia
$504K +$42.9K +397 +9%
HWA
303
Heritage Wealth Advisors
Virginia
$500K +$68.1K +629 +16%
BFC
304
Blue Fin Capital
Rhode Island
$489K – – –
CAM
305
Congress Asset Management
Massachusetts
$488K +$488K +4,525 New
STMM
306
South Texas Money Management
Texas
$486K – – –
NIMC
307
NWQ Investment Management Company
California
$486K +$486K +4,500 New
SFA
308
Sequoia Financial Advisors
Ohio
$482K -$220K -2,039 -31%
AFIA
309
America First Investment Advisors
Nebraska
$475K – – –
EWA
310
EP Wealth Advisors
California
$464K -$5.67M -52,555 -92%
NAM
311
North American Management
Massachusetts
$464K – – –
CG
312
Colony Group
Massachusetts
$452K -$30.6K -283 -6%
RFS
313
Rockefeller Financial Services
New York
$450K +$127K +1,176 +39%
CAM
314
Cubic Asset Management
Massachusetts
$449K +$5.93K +55 +1%
BRWA
315
B. Riley Wealth Advisors
Florida
$448K -$324 -3 -0.1%
DAC
316
Dividend Assets Capital
South Carolina
$448K +$3.24K +30 +0.7%
VIA
317
Vantage Investment Advisors
Pennsylvania
$444K +$11K +102 +3%
SSWM
318
Sheets Smith Wealth Management
North Carolina
$442K -$258K -2,388 -37%
WB
319
WesBanco Bank
West Virginia
$442K -$42.6K -395 -9%
AWA
320
Arete Wealth Advisors
Illinois
$440K -$17.8K -165 -4%
WB
321
Webster Bank
Connecticut
$423K – – –
PCMC
322
Paragon Capital Management (Colorado)
Colorado
$422K +$169K +1,562 +66%
DSC
323
Duncker Streett & Co
Missouri
$409K +$169K +1,567 +71%
FIMS
324
FBL Investment Management Services
Iowa
$408K +$53.9K +500 +15%
Northern Trust
325
Northern Trust
Illinois
$407K +$1.11K +1,026 +0.3%
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