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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

444 hedge funds and large institutions have $11.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 142 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+16
Holders Change %
+3.74%
% of All Funds
12.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.96%
New
43
Increased
198
Reduced
142
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$1.22M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.63B
2
SCM
Saba Capital Management
New York
$76.3M
3
Bank of America
Bank of America
North Carolina
$388M
4
MCM
Makena Capital Management
California
$64.8M
5
SCM
SCS Capital Management
Massachusetts
$54M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$99.5M
2
SAC
Smith Affiliated Capital
New York
$81.2M
3
EARNEST Partners
EARNEST Partners
Georgia
$0
4
IA
IndexIQ Advisors
New York
$97.2M
5
Jane Street
Jane Street
New York
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
426
Stifel Trust
Missouri
$28K – – –
LNB
427
Ledyard National Bank
$27K – – –
SA
428
SRH Advisors
Kansas
$27K – – –
SNT
429
Security National Trust
West Virginia
$27K – – –
TCCM
430
Timber Creek Capital Management
Massachusetts
$24K -$7.53K -70 -24%
PSUF
431
People's United Financial
Connecticut
$22K – – –
PFSC
432
Peoples Financial Services Corp
Pennsylvania
$20K – – –
ST
433
Smithfield Trust
Pennsylvania
$19K +$19K +174 New
MAS
434
Madden Advisory Services
Florida
$17K – – –
WCBA
435
Weaver C. Barksdale & Associates
Tennessee
$16K +$16K +143 New
First Manhattan
436
First Manhattan
New York
$14K – – –
NFG
437
Next Financial Group
Texas
$12K +$12K +111 New
MWP
438
MYCIO Wealth Partners
Pennsylvania
$8K – – –
FWM
439
Focused Wealth Management
New York
$7K +$7K +64 New
FCCM
440
First City Capital Management
Georgia
$5.69K – – –
1832 Asset Management
441
1832 Asset Management
Ontario, Canada
$5K – – –
HF
442
Hoxton Financial
West Virginia
$4K -$3.2K -32 -44%
ECM
443
Exchange Capital Management
Michigan
$4K – – –
EWM
444
Elite Wealth Management
Washington
$4K – – –
CMO
445
Covenant Multifamily Offices
Texas
$3K – – –
WIL
446
Winifred I. Li
$2K – – –
TCM
447
Tradewinds Capital Management
Washington
$2K – – –
CA
448
CapWealth Advisors
Tennessee
$2K +$2K +20 New
NMIS
449
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +5 New
EARNEST Partners
450
EARNEST Partners
Georgia
– -$40M -371,060 Closed
15 16 17
18
19