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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 %
SSWM
351
Sheets Smith Wealth Management
North Carolina
$681K +$112K +1,017 +20%
CANC
352
Culbertson A N & Co
Virginia
$677K -$164K -1,492 -20%
BOK
353
Bank of Kentucky
Kentucky
$675K -$6.72K -61 -1%
WF
354
Welch & Forbes
Massachusetts
$673K -$71.6K -650 -10%
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$671K -$99.5K -904 -13%
MBT
356
Montecito Bank & Trust
California
$666K +$666K +6,048 New
KA
357
Kovack Advisors
Florida
$661K +$243K +2,211 +58%
ICAS
358
Investors Capital Advisory Services
Massachusetts
$658K +$96.1K +874 +17%
TCM
359
Traynor Capital Management
Pennsylvania
$651K +$651K +5,913 New
Principal Financial Group
360
Principal Financial Group
Iowa
$650K +$650K +5,905 New
KT
361
Kanaly Trust
Texas
$647K – – –
PG
362
Patten Group
Tennessee
$623K +$623K +5,653 New
BPBT
363
Boston Private Bank & Trust
Massachusetts
$621K -$125K -1,135 -17%
DAC
364
Dividend Assets Capital
South Carolina
$619K +$6.6K +60 +1%
TNB
365
Thomasville National Bank
Georgia
$612K +$15.6K +142 +3%
IT
366
Independence Trust
Tennessee
$606K – – –
CM
367
Cornerstone Management
Georgia
$603K +$603K +5,472 New
NB
368
NBT Bank
New York
$602K -$111K -1,013 -16%
BAAM
369
Baker Avenue Asset Management
California
$597K -$130K -1,183 -18%
CG
370
Colony Group
Massachusetts
$596K -$34.2M -310,458 -98%
HCA
371
Harbour Capital Advisors
Virginia
$596K +$596K +5,408 New
PTC
372
Private Trust Company
Ohio
$593K +$593K +5,392 New
BFC
373
Blue Fin Capital
Rhode Island
$571K +$57.8K +525 +11%
RIM
374
Rampart Investment Management
Connecticut
$571K +$571K +5,184 New
CCM
375
Canal Capital Management
Virginia
$555K +$555K +5,044 New
13 14
15
16 17