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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.

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

Top Sellers

1
SCM
1
Saba Capital Management
New York
$2.99M
2
LPL Financial
2
LPL Financial
California
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.2M
4
BTS
4
BB&T Securities
Virginia
$140M
5
Goldman Sachs
5
Goldman Sachs
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FWP
451
FAS Wealth Partners
Kansas
– – -6,558 Closed
CS
452
Comerica Securities
Michigan
– – -6,462 Closed
DS
453
DRW Securities
Illinois
– – -3,975 Closed
ACM
454
Ashford Capital Management
Delaware
– – -3,964 Closed
Chevy Chase Trust
455
Chevy Chase Trust
Maryland
– – -3,061 Closed
FAAM
456
First Allied Asset Management
California
– – -2,820 Closed
HW
457
Hancock Whitney
Mississippi
– – -2,502 Closed
Fisher Asset Management
458
Fisher Asset Management
Washington
– – -2,350 Closed
DAS
459
Dynamic Advisor Solutions
Arizona
– – -2,178 Closed
SBH
460
Segall Bryant & Hamill
Illinois
– – -2,100 Closed
VF
461
Virtu Financial
New York
– – -1,974 Closed
CASB
462
Cape Ann Savings Bank
Massachusetts
– – -1,970 Closed
RT
463
Reliance Trust
Georgia
– – -1,877 Closed
TWM
464
Torch Wealth Management
Ohio
– – -1,346 Closed
FANJ
465
Financial Architects (New Jersey)
New Jersey
– – -1,178 Closed
JA
466
JOYN Advisors
Georgia
– – -1,000 Closed
ST
467
Stifel Trust
Missouri
– – -250 Closed
PFSC
468
Peoples Financial Services Corp
Pennsylvania
– – -185 Closed
FCCM
469
First City Capital Management
Georgia
– – -52 Closed
HF
470
Hoxton Financial
West Virginia
– – -40 Closed
CA
471
CapWealth Advisors
Tennessee
– – -20 Closed
NMIS
472
Northwestern Mutual Investment Services
Wisconsin
– – -5 Closed
WAS
473
Winch Advisory Services
Wisconsin
$0 298 – –
UBS AM
474
UBS AM
Illinois
– – – –
15 16 17 18
19