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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
–
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K

Top Buyers

1
BlackRock
1
BlackRock
New York
$860M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.21B
3
IG
3
ING Group
Netherlands
$151M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
MAA
5
Managed Account Advisors
New Jersey
$68.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$0
3
State Street
3
State Street
Massachusetts
$75.4M
4
Barclays
4
Barclays
United Kingdom
$13.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BOTOTLSJU
26
Board of Trustees of The Leland Stanford Junior University
California
$80M 751,600 – –
SAC
27
Smith Affiliated Capital
New York
– – – –
EA
28
Efficient Advisors
Ohio
$76.7M 720,293 +30,951 +4%
State Street
29
State Street
Massachusetts
$75.4M 708,335 -670,418 -49%
BTS
30
BB&T Securities
Virginia
$73.6M 69,123 +41,353 +149%
QI
31
QS Investors
New York
$73.2M 688,109 +268,120 +64%
CC
32
Curian Capital
Colorado
$73M 685,635 -36,754 -5%
SMM
33
Stadion Money Management
Georgia
$70.2M 659,473 -136,735 -17%
MAA
34
Managed Account Advisors
New Jersey
$68.6M 644,454 +562,588 +687%
1GA
35
1st Global Advisors
Texas
$61.3M 576,331 +43,550 +8%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$58.7M 551,197 +70,881 +15%
HI
37
Horizon Investments
North Carolina
$54.6M 513,450 +347,768 +210%
SCM
38
Saba Capital Management
New York
$44M 413,281 +274,015 +197%
PC
39
Peavine Capital
Nevada
$42.8M 401,902 +401,902 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$42.3M 397,343 +329,696 +487%
ZIM
41
Zacks Investment Management
Illinois
$40.9M 384,276 -998 -0.3%
EFM
42
Equinox Fund Management
Colorado
$40.4M 379,430 -139,000 -27%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$40.3M 378,191 +16,237 +4%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$39.7M 373,294 +329,983 +762%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$37.2M 349,701 – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$37.1M 348,985 +164 +0%
MBT
47
Monroe Bank & Trust
Michigan
$32.9M 309,089 -20,104 -6%
TAM
48
Todd Asset Management
Kentucky
$31.7M 298,060 +15,170 +5%
Goldman Sachs
49
Goldman Sachs
New York
$31.3M 293,903 -174,868 -37%
TF
50
Tompkins Financial
New York
$29.6M 278,515 +42,554 +18%
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