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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
12.37%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.82%
New
51
Increased
170
Reduced
145
Closed
42
Calls
$356K
Puts
$842K
Net Calls
-$486K
Net Calls Change
+$89K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.42B
2
BTS
BB&T Securities
Virginia
$145M
3
LPL Financial
LPL Financial
California
$175M
4
BFA
BlackRock Fund Advisors
California
$261M
5
Jane Street
Jane Street
New York
$42.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$320M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$0
4
SAC
Smith Affiliated Capital
New York
$80.1M
5
State Street
State Street
Massachusetts
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMO
426
Covenant Multifamily Offices
Texas
$3K -$4.9K -49 -62%
PFO
427
Pathstone Family Office
New Jersey
$3K – – –
TCM
428
Tradewinds Capital Management
Washington
$2K – – –
WIL
429
Winifred I. Li
$2K +$1.5K +12 +300%
WTB
430
Washington Trust Bank
Washington
$2K +$2K +15 New
SCP
431
Syntal Capital Partners
Texas
$1.97K +$1.97K +18,283 New
Manulife (Manufacturers Life Insurance)
432
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.8K -$10 -91 -0.5%
FFS
433
Founders Financial Securities
Maryland
$998 +$14 +131 +1%
Wellington Management Group
434
Wellington Management Group
Massachusetts
– -$87.5M -822,340 Closed
BOTOTLSJU
435
Board of Trustees of The Leland Stanford Junior University
California
– -$80M -751,600 Closed
Principal Financial Group
436
Principal Financial Group
Iowa
– -$9.83M -92,352 Closed
MWM
437
Merriman Wealth Management
Washington
– -$9M -84,535 Closed
Invesco
438
Invesco
Georgia
– -$8.95M -84,059 Closed
SGAM
439
Steinberg Global Asset Management
Florida
– -$6.17M -57,983 Closed
AEPG
440
American Economic Planning Group
New Jersey
– -$5.97M -56,075 Closed
PRA
441
Parametric Risk Advisors
Connecticut
– -$3.38M -31,743 Closed
CTA
442
Chesley Taft & Associates
Illinois
– -$3.2M -30,041 Closed
CWM
443
Calamos Wealth Management
Illinois
– -$2.48M -23,300 Closed
NCM
444
Newgate Capital Management
Connecticut
– -$2.19M -20,538 Closed
SI
445
Stephens Inc
Arkansas
– -$1.92M -17,999 Closed
LWA
446
Lenox Wealth Advisors
New York
– -$1.18M -11,097 Closed
HSA
447
HBK Sorce Advisory
Pennsylvania
– -$1.05M -9,855 Closed
MAM
448
Meeder Asset Management
Ohio
– -$992K -9,325 Closed
First Trust Advisors
449
First Trust Advisors
Illinois
– -$975K -9,157 Closed
WIM
450
Windhaven Investment Management
Massachusetts
– -$671K -6,310 Closed
15 16 17
18
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