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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

442 hedge funds and large institutions have $12.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
12.83%
Holding in Top 10
80
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.65%
% of All Funds
2.32%
New
27
Increased
202
Reduced
140
Closed
26
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
-$177K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$374M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.81B
3
EWA
EP Wealth Advisors
California
$119M
4
SCM
SCS Capital Management
Massachusetts
$133M
5
RJA
Raymond James & Associates
Florida
$330M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$38.8M
2
SAC
Smith Affiliated Capital
New York
$80.8K
3
SCM
Saba Capital Management
New York
$2.99M
4
LPL Financial
LPL Financial
California
$139M
5
SG Americas Securities
SG Americas Securities
New York
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCBA
426
Weaver C. Barksdale & Associates
Tennessee
$32K +$16.2K +147 +103%
LNB
427
Ledyard National Bank
$27K – – –
SA
428
SRH Advisors
Kansas
$27K – – –
SNT
429
Security National Trust
West Virginia
$27K – – –
PSUF
430
People's United Financial
Connecticut
$22K – – –
BAM
431
Barrett Asset Management
New York
$22K +$22K +205 New
ST
432
Smithfield Trust
Pennsylvania
$19K – – –
MAS
433
Madden Advisory Services
Florida
$17K – – –
RAM
434
Riggs Asset Management
Pennsylvania
$16K +$16K +150 New
First Manhattan
435
First Manhattan
New York
$14K – – –
TCCM
436
Timber Creek Capital Management
Massachusetts
$13K -$10.2K -98 -44%
ECM
437
Exchange Capital Management
Michigan
$13K +$9.21K +85 +243%
MWP
438
MYCIO Wealth Partners
Pennsylvania
$8K – – –
FWM
439
Focused Wealth Management
New York
$7K – – –
1832 Asset Management
440
1832 Asset Management
Ontario, Canada
$5K – – –
EWM
441
Elite Wealth Management
Washington
$4K – – –
CMO
442
Covenant Multifamily Offices
Texas
$3K – – –
NG
443
NatWest Group
United Kingdom
$2.28K – – –
WIL
444
Winifred I. Li
$2K – – –
TCM
445
Tradewinds Capital Management
Washington
$2K – – –
Manulife (Manufacturers Life Insurance)
446
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.78K – – –
SG
447
Swarthmore Group
Pennsylvania
– -$18.6M -170,000 Closed
1CP
448
1607 Capital Partners
Virginia
– -$10.6M -96,650 Closed
NEAM
449
New England Asset Management
Connecticut
– -$4.94M -45,181 Closed
AIM
450
Astor Investment Management
Illinois
– -$2.6M -23,785 Closed
15 16 17
18
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