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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 %
AW
451
ACG Wealth
Georgia
$270K +$110 +1 +0%
Luther King Capital Management (LKCM)
452
Luther King Capital Management (LKCM)
Texas
$267K -$63.4K -575 -19%
Koshinski Asset Management
453
Koshinski Asset Management
Illinois
$258K +$258K +2,347 New
CCMG
454
Clark Capital Management Group
Pennsylvania
$256K -$21.6K -196 -8%
WI
455
Wedgewood Investors
Pennsylvania
$255K – – –
Loomis, Sayles & Company
456
Loomis, Sayles & Company
Massachusetts
$246K +$246K +2,230 New
DJSG
457
D.J. St. Germain
Massachusetts
$240K -$8.26K -75 -3%
ACM
458
Alpha Capital Management
Texas
$239K +$8.14K +74 +4%
W
459
Wealthquest
Ohio
$239K +$239K +2,170 New
CL
460
Choreo LLC
Illinois
$233K +$233K +2,112 New
PMG
461
ProVise Management Group
Florida
$233K +$233K +2,124 New
FWP
462
FAS Wealth Partners
Kansas
$232K +$232K +2,105 New
PL
463
Parthenon LLC
Kentucky
$232K +$232K +2,111 New
EC
464
Estate Counselors
Wisconsin
$227K -$3.31K -30 -1%
FNT
465
First National Trust
Pennsylvania
$215K -$110K -998 -34%
CCT
466
Country Club Trust
Missouri
$211K -$35.8K -325 -15%
NEPPG
467
New England Professional Planning Group
Rhode Island
$207K +$207K +1,850 New
P
468
Palladiem
Pennsylvania
$207K +$207K +1,884 New
AIM
469
AMI Investment Management
Indiana
$204K – – –
SCG
470
Sonata Capital Group
Washington
$201K +$201K +1,829 New
SHA
471
Smith Hayes Advisers
Nebraska
$200K +$200K +1,820 New
APCM
472
Alaska Permanent Capital Management
Alaska
$188K – – –
AC
473
Alexandria Capital
Virginia
$187K +$155K +1,408 +487%
WCM
474
Wealthcare Capital Management
Virginia
$169K – – –
CPIG
475
Chicago Partners Investment Group
Illinois
$168K +$168K +1,523 New
17 18
19
20 21