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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 %
SFA
426
Sequoia Financial Advisors
Ohio
$344K -$70K -635 -17%
CC
427
Courier Capital
New York
$334K -$7.7K -70 -2%
BCM
428
Brookmont Capital Management
Texas
$333K -$205K -1,864 -38%
FA
429
Fagan Associates
New York
$314K – – –
PWMAG
430
Pinnacle Wealth Management Advisory Group
New Jersey
$313K +$313K +2,843 New
AEPG
431
American Economic Planning Group
New Jersey
$309K +$309K +2,805 New
GMA
432
Goldstein Munger & Associates
California
$309K +$309K +2,805 New
DSC
433
Duncker Streett & Co
Missouri
$307K -$113K -1,021 -27%
RTS
434
Round Table Services
New Jersey
$307K – – –
Rafferty Asset Management
435
Rafferty Asset Management
New York
$305K -$98.4K -893 -24%
NSIM
436
North Star Investment Management
Illinois
$295K -$23.6K -214 -7%
HF
437
HRT Financial
New York
$294K +$294K +2,670 New
BBHC
438
Brown Brothers Harriman & Co
New York
$290K +$108K +980 +59%
NFG
439
NewFocus Financial Group
Washington
$289K – – –
IPC
440
Independent Portfolio Consultants
Florida
$287K – – –
JFGIW
441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K +$232K +2,105 +421%
ICOA
442
Investment Centers of America
North Dakota
$286K -$3.71M -33,627 -93%
CI
443
Cambiar Investors
Colorado
$285K -$5.5K -50 -2%
RFA
444
Reilly Financial Advisors
California
$283K -$10.3K -94 -4%
BIM
445
Baldwin Investment Management
Pennsylvania
$282K – – –
DWM
446
Dakota Wealth Management
Florida
$279K +$279K +2,510 New
FPCP
447
Fort Point Capital Partners
California
$278K – – –
WB
448
WesBanco Bank
West Virginia
$273K -$219K -1,986 -45%
SYBT
449
Stock Yards Bank & Trust
Kentucky
$273K +$273K +2,480 New
CWM
450
Calamos Wealth Management
Illinois
$271K +$271K +2,461 New
16 17
18
19 20