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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
–
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K

Top Buyers

1
BlackRock
1
BlackRock
New York
$860M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.21B
3
IG
3
ING Group
Netherlands
$151M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
MAA
5
Managed Account Advisors
New Jersey
$68.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$0
3
State Street
3
State Street
Massachusetts
$75.4M
4
Barclays
4
Barclays
United Kingdom
$13.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PSUF
401
People's United Financial
Connecticut
$22K 205 – –
BCM
402
Blume Capital Management
California
$22K 203 +203 New
BFEC
403
Benjamin F. Edwards & Company
Missouri
$21K 202 -83 -29%
PFSC
404
Peoples Financial Services Corp
Pennsylvania
$20K 185 +185 New
MAS
405
Madden Advisory Services
Florida
$17K 159 +137 +623%
First Manhattan
406
First Manhattan
New York
$14K 133 +133 New
PSI
407
Pinnacle Summer Investments
Virginia
$10K 94 – –
MA
408
MCF Advisors
Kentucky
$8K 75 -57 -43%
MWP
409
MYCIO Wealth Partners
Pennsylvania
$8K 76 – –
CMO
410
Covenant Multifamily Offices
Texas
$8K 79 +79 New
FWM
411
Focused Wealth Management
New York
$7K 64 – –
TIM
412
Tortoise Investment Management
New York
$6K 55 – –
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$6K 58 +58 New
SMA
414
Simply Money Advisors
Ohio
$5K 51 +51 New
ECM
415
Exchange Capital Management
Michigan
$4K 35 – –
WC
416
Whitnell & Co
Illinois
$4K 40 – –
EWM
417
Elite Wealth Management
Washington
$4K 33 – –
KCPG
418
Kavar Capital Partners Group
Kansas
$4K 38 +38 New
SHWM
419
Smith & Howard Wealth Management
Georgia
$3K 26 – –
PFO
420
Pathstone Family Office
New Jersey
$3K 24 – –
TCM
421
Tradewinds Capital Management
Washington
$2K 20 +20 New
Manulife (Manufacturers Life Insurance)
422
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.78K 16,765 -1,657 -9%
Nomura Holdings
423
Nomura Holdings
Japan
– – -946,673 Closed
N
424
Natixis
France
– – -750,000 Closed
Jane Street
425
Jane Street
New York
– – -109,425 Closed
14 15 16
17
18