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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 %
SIM
301
SSI Investment Management
California
$1.12M +$460K +4,175 +69%
OC
302
Oakworth Capital
Alabama
$1.12M -$598K -5,427 -35%
CIA
303
Capital Investment Advisors
Georgia
$1.12M -$9.47K -86 -0.8%
PVH
304
Psagot Value Holdings
Israel
$1.1M +$34.1K +310 +3%
PA
305
Pinnacle Associates
New York
$1.1M +$283K +2,566 +35%
ATC
306
Argent Trust Company
Louisiana
$1.09M +$4.41K +40 +0.4%
FF
307
Friedenthal Financial
New Jersey
$1.09M – – –
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$1.09M -$86.3K -784 -7%
BWAM
309
Boyd Watterson Asset Management
Ohio
$1.08M – – –
PCA
310
Peddock Capital Advisors
Massachusetts
$1.08M +$1.08M +9,794 New
IAS
311
INR Advisory Services
Pennsylvania
$1.07M -$28.5K -259 -3%
WTC
312
WhitTier Trust Company
Nevada
$1.06M +$228K +2,071 +27%
F
313
Filament
Washington
$1.03M -$44K -400 -4%
Northern Trust
314
Northern Trust
Illinois
$1.02M +$543K +493,028 +113%
SWM
315
SVA Wealth Management
Wisconsin
$1.02M +$1.02M +9,236 New
HW
316
Hancock Whitney
Mississippi
$1M +$1M +9,085 New
Mariner
317
Mariner
Kansas
$977K +$287K +2,604 +42%
AGA
318
Accuvest Global Advisors
Utah
$967K +$967K +8,780 New
ATC
319
Adirondack Trust Company
New York
$965K +$99.1K +900 +11%
PP
320
Prudential plc
United Kingdom
$958K – – –
CA
321
Cambridge Advisors
Nebraska
$956K +$956K +8,685 New
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$942K -$57K -518 -6%
SIA
323
Stancorp Investment Advisers
Oregon
$935K +$935K +8,488 New
WA
324
WFG Advisors
Texas
$934K +$183K +1,665 +24%
FAM
325
Foothills Asset Management
Arizona
$926K +$926K +8,410 New
11 12
13
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