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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

442 hedge funds and large institutions have $12.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
12.83%
Holding in Top 10
80
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.65%
% of All Funds
2.32%
New
27
Increased
202
Reduced
140
Closed
26
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
-$177K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$374M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.81B
3
EWA
EP Wealth Advisors
California
$119M
4
SCM
SCS Capital Management
Massachusetts
$133M
5
RJA
Raymond James & Associates
Florida
$330M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$38.8M
2
SAC
Smith Affiliated Capital
New York
$80.8K
3
SCM
Saba Capital Management
New York
$2.99M
4
LPL Financial
LPL Financial
California
$139M
5
SG Americas Securities
SG Americas Securities
New York
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
351
Sequoia Financial Advisors
Ohio
$410K -$2.84K -26 -0.7%
BBA
352
BLB&B Advisors
Pennsylvania
$408K +$8.3K +76 +2%
STMM
353
South Texas Money Management
Texas
$403K -$54.6K -500 -12%
Rafferty Asset Management
354
Rafferty Asset Management
New York
$399K -$459K -4,213 -54%
SMC
355
Smith, Moore & Co
Missouri
$398K +$52.3K +479 +15%
GCM
356
Glaxis Capital Management
Florida
$393K +$393K +3,600 New
OCG
357
Opus Capital Group
Ohio
$391K +$25.5K +234 +7%
NAM
358
NTV Asset Management
West Virginia
$369K – – –
GJIC
359
Gamble Jones Investment Counsel
California
$366K -$4.69K -43 -1%
TSW
360
Thompson Siegel & Walmsley
Virginia
$363K +$21.8K +200 +6%
SFSG
361
Stearns Financial Services Group
North Carolina
$351K +$1.53K +14 +0.4%
ACP
362
Aviance Capital Partners
Florida
$345K -$8.83K -81 -2%
CC
363
Courier Capital
New York
$339K – – –
EAM
364
Evanson Asset Management
California
$338K +$655 +6 +0.2%
LIM
365
Leavell Investment Management
Alabama
$333K -$10.9K -100 -3%
BOS
366
Bingham Osborn & Scarborough
California
$330K +$75.8K +694 +30%
CHFS
367
Cobble Hill Financial Services
New Jersey
$327K – – –
Luther King Capital Management (LKCM)
368
Luther King Capital Management (LKCM)
Texas
$327K +$2.73K +25 +0.8%
FNT
369
First National Trust
Pennsylvania
$322K – – –
NSIM
370
North Star Investment Management
Illinois
$316K +$1.09K +10 +0.3%
FA
371
Fagan Associates
New York
$311K -$19.1K -175 -6%
RTS
372
Round Table Services
New Jersey
$305K -$10.9K -100 -3%
TIM
373
Tortoise Investment Management
New York
$300K +$21.8K +200 +8%
SSB
374
Sandy Spring Bank
Maryland
$297K – – –
RFA
375
Reilly Financial Advisors
California
$291K +$873 +8 +0.3%
13 14
15
16 17