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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 %
PAM
401
Peak Asset Management
Colorado
$442K +$442K +4,014 New
CNB
402
City National Bank
California
$441K +$10.3K +94 +2%
DAS
403
Dynamic Advisor Solutions
Arizona
$425K +$425K +3,856 New
VIA
404
Vantage Investment Advisors
Pennsylvania
$424K – – –
FIMS
405
FBL Investment Management Services
Iowa
$424K – – –
LW
406
Linscomb Wealth
Texas
$423K -$95.9K -870 -18%
BSW
407
Buckingham Strategic Wealth
Missouri
$420K -$14.1K -128 -3%
SMC
408
Smith, Moore & Co
Missouri
$419K +$17.7K +161 +4%
RFS
409
Rockefeller Financial Services
New York
$416K – – –
AAM
410
Autus Asset Management
Arizona
$413K +$166K +1,500 +67%
ONB
411
Old National Bancorp
Indiana
$412K -$22K -200 -5%
BBA
412
BLB&B Advisors
Pennsylvania
$412K – – –
PCMC
413
Paragon Capital Management (Colorado)
Colorado
$409K -$5.95K -54 -1%
JWS
414
Juncture Wealth Strategies
Arizona
$408K +$408K +3,700 New
STMM
415
South Texas Money Management
Texas
$407K – – –
UR
416
USCA RIA
Texas
$402K +$199K +1,807 +98%
SC
417
SouthState Corp
Florida
$398K -$3.49M -31,692 -90%
BOS
418
Bingham Osborn & Scarborough
California
$396K +$63K +572 +19%
EAM
419
Evanson Asset Management
California
$389K +$47.7K +433 +14%
MIAN
420
Mariner Independent Advisor Network
Kansas
$382K +$382K +3,468 New
NAM
421
NTV Asset Management
West Virginia
$372K +$110 +1 +0%
GJIC
422
Gamble Jones Investment Counsel
California
$371K +$1.43K +13 +0.4%
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$369K +$110K +998 +42%
SSB
424
Sandy Spring Bank
Maryland
$367K +$66.2K +600 +22%
ACP
425
Aviance Capital Partners
Florida
$358K +$9.04K +82 +3%
15 16
17
18 19