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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

444 hedge funds and large institutions have $11.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 142 reducing their positions, and 25 closing their positions.

Holders
444
Holders Change
+16
Holders Change %
+3.74%
% of All Funds
12.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.96%
New
43
Increased
198
Reduced
142
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$1.22M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.63B
2
SCM
2
Saba Capital Management
New York
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$388M
4
MCM
4
Makena Capital Management
California
$64.8M
5
SCM
5
SCS Capital Management
Massachusetts
$54M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$99.5M
2
SAC
2
Smith Affiliated Capital
New York
$81.2M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$0
4
IA
4
IndexIQ Advisors
New York
$97.2M
5
Jane Street
5
Jane Street
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
OCG
351
Opus Capital Group
Ohio
$367K 3,353 – –
FHC
352
First Heartland Consultants
Missouri
$358K 3,273 +3,273 New
ACP
353
Aviance Capital Partners
Florida
$355K 3,246 +301 +10%
SFSG
354
Stearns Financial Services Group
North Carolina
$350K 3,201 +15 +0.5%
SMC
355
Smith, Moore & Co
Missouri
$346K 3,165 +22 +0.7%
LIM
356
Leavell Investment Management
Alabama
$344K 3,148 -50 -2%
TSW
357
Thompson Siegel & Walmsley
Virginia
$342K 3,130 +1,095 +54%
CC
358
Courier Capital
New York
$340K 3,106 – –
EAM
359
Evanson Asset Management
California
$338K 3,090 +3,090 New
Chevy Chase Trust
360
Chevy Chase Trust
Maryland
$335K 3,061 -538 -15%
FA
361
Fagan Associates
New York
$331K 3,025 -60 -2%
CHFS
362
Cobble Hill Financial Services
New Jersey
$328K 3,000 -3,000 -50%
Luther King Capital Management (LKCM)
363
Luther King Capital Management (LKCM)
Texas
$325K 2,972 – –
FNT
364
First National Trust
Pennsylvania
$323K 2,954 +99 +3%
AWM
365
Affinity Wealth Management
Delaware
$322K 2,944 +2,944 New
RTS
366
Round Table Services
New Jersey
$316K 2,892 – –
NSIM
367
North Star Investment Management
Illinois
$315K 2,882 -50 -2%
BRWA
368
B. Riley Wealth Advisors
Florida
$310K 5,443 +1,289 +31%
CDIA
369
Capital Directions Investment Advisors
Georgia
$309K 2,827 +855 +43%
FAAM
370
First Allied Asset Management
California
$307K 2,820 +2,820 New
EWA
371
EP Wealth Advisors
California
$305K 2,790 -1,510 -35%
SSB
372
Sandy Spring Bank
Maryland
$298K 2,725 +2,475 +990%
RFA
373
Reilly Financial Advisors
California
$290K 2,659 +84 +3%
CCT
374
Country Club Trust
Missouri
$287K 2,624 -25 -0.9%
NFG
375
NewFocus Financial Group
Washington
$287K 2,625 +2,625 New
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