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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.

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

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$0
2
IA
2
IndexIQ Advisors
New York
$97.2M
3
Jane Street
3
Jane Street
New York
$10.9M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
451
Allianz Asset Management
Germany
– – -177,510 Closed
OCM
452
One Capital Management
California
– – -98,339 Closed
MSU
453
Maple Securities USA
New Jersey
– – -36,500 Closed
CCA
454
Catalyst Capital Advisors
New York
– – -23,000 Closed
LWM
455
Lenox Wealth Management
Ohio
– – -5,024 Closed
Millennium Management
456
Millennium Management
New York
– – -3,558 Closed
VHAM
457
Van Hulzen Asset Management
California
– – -3,375 Closed
DWA
458
Dorsey Wright & Associates
California
– – -3,070 Closed
AL
459
Aspiriant LLC
California
– – -2,823 Closed
VAM
460
Visionary Asset Management
Texas
$0 3 -2,654 -100%
CWM
461
Confluence Wealth Management
Oregon
– – -2,374 Closed
IWC
462
Integrated Wealth Counsel
California
– – -1,923 Closed
1SB
463
1ST Source Bank
Indiana
– – -1,907 Closed
IIC
464
Ironwood Investment Counsel
Arizona
– – -1,877 Closed
PAG
465
Pinnacle Advisory Group
Maryland
– – -1,877 Closed
DIS
466
Diversified Investment Strategies
Louisiana
– – -1,565 Closed
CCS
467
Crosspoint Capital Strategies
California
– – -1,145 Closed
CTC
468
Central Trust Company
Missouri
– – -1,140 Closed
AIM
469
AMI Investment Management
Indiana
– – -945 Closed
TAIM
470
TD Ameritrade Investment Management
Nebraska
– – -277 Closed
LFG
471
LifePlan Financial Group
Ohio
– – -217 Closed
BCM
472
Blume Capital Management
California
– – -203 Closed
BFEC
473
Benjamin F. Edwards & Company
Missouri
– – -202 Closed
PFO
474
Pathstone Family Office
New Jersey
– – -24 Closed
WTB
475
Washington Trust Bank
Washington
– – -15 Closed
15 16 17 18
19