AGG icon

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 %
TSW
376
Thompson Siegel & Walmsley
Virginia
$553K +$187K +1,696 +51%
Kayne Anderson Rudnick Investment Management
377
Kayne Anderson Rudnick Investment Management
California
$550K -$6.5K -59 -1%
HWA
378
Heritage Wealth Advisors
Virginia
$550K +$54.3K +491 +11%
CS
379
Cannell & Spears
New York
$536K -$11K -100 -2%
Franklin Resources
380
Franklin Resources
California
$526K +$60.6K +550 +13%
WCA
381
Westover Capital Advisors
Delaware
$522K – – –
Wellington Management Group
382
Wellington Management Group
Massachusetts
$509K – – –
JA
383
JOYN Advisors
Georgia
$509K +$509K +4,618 New
SFS
384
Summit Financial Strategies
Ohio
$509K +$509K +4,618 New
TFA
385
Transamerica Financial Advisors
Florida
$504K +$504K +4,574 New
CAM
386
Congress Asset Management
Massachusetts
$498K – – –
MHS
387
M Holdings Securities
Oregon
$488K -$92.1K -836 -16%
TCOT
388
Trust Company of Toledo
Ohio
$485K -$110K -1,000 -18%
SS
389
Simplicity Solutions
Minnesota
$479K +$479K +4,351 New
NAM
390
North American Management
Massachusetts
$473K -$1.1K -10 -0.2%
CAM
391
Cubic Asset Management
Massachusetts
$467K +$8.27K +75 +2%
LIM
392
Leavell Investment Management
Alabama
$465K +$129K +1,170 +38%
RCM
393
Rotella Capital Management
Washington
$463K -$893K -8,100 -66%
WB
394
Webster Bank
Connecticut
$459K -$62.6K -569 -12%
AFIA
395
America First Investment Advisors
Nebraska
$459K – – –
AWA
396
Arete Wealth Advisors
Illinois
$458K – – –
OCG
397
Opus Capital Group
Ohio
$453K +$58.3K +530 +15%
FC
398
Forte Capital
New York
$451K -$34.4K -312 -7%
WIM
399
Windhaven Investment Management
Massachusetts
$449K -$24.3K -221 -5%
NES
400
New England Securities
New York
$447K -$24.1K -219 -5%
14 15
16
17 18