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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 %
OCG
326
Opus Capital Group
Ohio
$357K 3,353 -30 -0.9%
LIM
327
Leavell Investment Management
Alabama
$351K 3,298 -780 -19%
FIMS
328
FBL Investment Management Services
Iowa
$350K 3,285 -3,285 -50%
ICOA
329
Investment Centers of America
North Dakota
$349K 3,257 -17,176 -84%
DWA
330
Dorsey Wright & Associates
California
$348K 3,250 – –
CS
331
Comerica Securities
Michigan
$348K 3,266 +3,266 New
CWM
332
Concert Wealth Management
California
$346K 3,249 -330 -9%
SMC
333
Smith, Moore & Co
Missouri
$346K 3,254 +3,254 New
RIA
334
Regal Investment Advisors
Michigan
$337K 3,165 -12,840 -80%
CDIA
335
Capital Directions Investment Advisors
Georgia
$325K 3,052 -1,670 -35%
RFS
336
Rockefeller Financial Services
New York
$318K 2,991 – –
Luther King Capital Management (LKCM)
337
Luther King Capital Management (LKCM)
Texas
$316K 2,972 -490 -14%
CAG
338
Crestwood Advisors Group
Massachusetts
$313K 2,945 -167 -5%
NSIM
339
North Star Investment Management
Illinois
$311K 2,921 -155 -5%
RTS
340
Round Table Services
New Jersey
$308K 2,892 +2,892 New
AL
341
Aspiriant LLC
California
$299K 2,807 -2,801 -50%
MWM
342
Modera Wealth Management
New Jersey
$296K 2,777 +2,777 New
CCT
343
Country Club Trust
Missouri
$285K 2,679 -90 -3%
DJSG
344
D.J. St. Germain
Massachusetts
$283K 2,660 -160 -6%
CCMG
345
Clark Capital Management Group
Pennsylvania
$277K 2,601 -508 -16%
Chevy Chase Trust
346
Chevy Chase Trust
Maryland
$277K 2,606 -355 -12%
1SB
347
1ST Source Bank
Indiana
$272K 2,553 -202 -7%
WI
348
Wedgewood Investors
Pennsylvania
$257K 2,415 -200 -8%
FC
349
FIC Capital
New York
$255K 2,400 – –
SMDAM
350
Sumitomo Mitsui DS Asset Management
Japan
$253K 2,378 +2,378 New
12 13
14
15 16