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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

370 hedge funds and large institutions have $8.94B invested in iShares Core US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 44 closing their positions.

Holders
370
Holders Change
-20
Holders Change %
-5.13%
% of All Funds
12%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
1.69%
New
27
Increased
113
Reduced
178
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.06B
2
State Street
2
State Street
Massachusetts
$148M
3
QI
3
QS Investors
New York
$45M
4
Prudential Financial
4
Prudential Financial
New Jersey
$178M
5
LA
5
Leonetti & Associates
Illinois
$24.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$384M
2
CC
2
Curian Capital
Colorado
$77.4M
3
Wells Fargo
3
Wells Fargo
California
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LG
376
Leuthold Group
Minnesota
– – -56,049 Closed
EBSAM
377
Eubel Brady & Suttman Asset Management
Ohio
– – -53,485 Closed
FC
378
FCA Corp
Texas
– – -30,780 Closed
EI
379
Excelsia Inc
Georgia
– – -29,712 Closed
MG
380
Mather Group
Illinois
– – -20,376 Closed
Millennium Management
381
Millennium Management
New York
– – -17,509 Closed
ACM
382
Argentus Capital Management
Texas
– – -12,643 Closed
HW
383
Hancock Whitney
Mississippi
– – -8,635 Closed
ACM
384
Avalon Capital Management
California
– – -8,360 Closed
DSA
385
Davis Selected Advisers
Arizona
– – -7,750 Closed
HTC
386
Haverford Trust Company
Pennsylvania
– – -6,231 Closed
Verition Fund Management
387
Verition Fund Management
Connecticut
– – -4,979 Closed
HCM
388
Hengehold Capital Management
Ohio
– – -4,671 Closed
KA
389
Kovack Advisors
Florida
– – -4,540 Closed
FHC
390
First Heartland Consultants
Missouri
– – -4,491 Closed
FIM
391
Freedom Investment Management
Connecticut
– – -3,268 Closed
T
392
TradeWorx
New Jersey
– – -3,018 Closed
ACM
393
Antonetti Capital Management
Florida
$0 50 -2,986 -98%
SBH
394
Segall Bryant & Hamill
Illinois
– – -2,822 Closed
MCWS
395
McKinley Carter Wealth Services
West Virginia
– – -2,745 Closed
LPT
396
Legacy Private Trust
Wisconsin
– – -2,501 Closed
PMG
397
ProVise Management Group
Florida
– – -2,491 Closed
CD
398
Carl Domino
Florida
– – -2,379 Closed
UBWV
399
United Bank (West Virginia)
West Virginia
– – -2,346 Closed
CP
400
Cumberland Partners
Ontario, Canada
– – -2,300 Closed
13 14 15
16
17