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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 %
PCMC
351
Paragon Capital Management (Colorado)
Colorado
$250K 2,350 – –
DAS
352
Dynamic Advisor Solutions
Arizona
$250K 2,354 +2,354 New
WS
353
Wedbush Securities
California
$248K 2,327 +2,327 New
PAMG
354
Patton Albertson Miller Group
Tennessee
$246K 2,310 – –
EC
355
Estate Counselors
Wisconsin
$243K 2,280 -64,280 -97%
AW
356
ACG Wealth
Georgia
$239K 2,247 +2,247 New
UBS AM
357
UBS AM
Illinois
– – – –
DSC
358
Duncker Streett & Co
Missouri
$236K 2,219 +931 +72%
FIM
359
Freedom Investment Management
Connecticut
$234K 2,194 +2,194 New
CCM
360
Coldstream Capital Management
Washington
$227K 2,130 +260 +14%
AAM
361
Autus Asset Management
Arizona
$226K 2,123 +115 +6%
MCWS
362
McKinley Carter Wealth Services
West Virginia
$217K 2,041 +2,041 New
BCM
363
Brookstone Capital Management
Illinois
$213K 1,998 +1,998 New
AAS
364
Annex Advisory Services
Wisconsin
$210K 1,970 -161 -8%
1IC
365
1919 Investment Counsel
Maryland
$194K 1,814 -1,023 -36%
HF
366
Hoxton Financial
West Virginia
$155K 1,459 -15,592 -91%
TSW
367
Thompson Siegel & Walmsley
Virginia
$147K 1,385 -2,945 -68%
MCM
368
Munder Capital Management
Michigan
$147K 1,382 – –
AA
369
AlphaMark Advisors
Kentucky
$143K 1,345 -1,400 -51%
TWM
370
Torch Wealth Management
Ohio
$143K 1,346 +1,346 New
CCS
371
Crosspoint Capital Strategies
California
$139K 1,290 +1,290 New
HR
372
Howe & Rusling
New York
$138K 1,297 +75 +6%
CEMP
373
Compass Efficient Model Portfolios
Tennessee
$131K 1,231 -242 -16%
Lazard Asset Management
374
Lazard Asset Management
New York
– – – –
BMM
375
Buffington Mohr McNeal
Idaho
$126K 1,187 – –
13 14
15
16 17