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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
12.37%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.82%
New
51
Increased
170
Reduced
145
Closed
42
Calls
$356K
Puts
$842K
Net Calls
-$486K
Net Calls Change
+$89K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.42B
2
BTS
2
BB&T Securities
Virginia
$145M
3
LPL Financial
3
LPL Financial
California
$175M
4
BFA
4
BlackRock Fund Advisors
California
$261M
5
Jane Street
5
Jane Street
New York
$42.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$320M
3
BOTOTLSJU
3
Board of Trustees of The Leland Stanford Junior University
California
$0
4
SAC
4
Smith Affiliated Capital
New York
$80.1M
5
State Street
5
State Street
Massachusetts
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Efficient Advisors
Ohio
$80.6M +$2.89M +26,768 +4%
SAC
27
Smith Affiliated Capital
New York
$80.1M -$79.2M – –
CC
28
Curian Capital
Colorado
$75.2M +$1.21M +11,242 +2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$71.7M +$12.2M +113,203 +21%
SMM
30
Stadion Money Management
Georgia
$65.3M -$5.87M -54,439 -8%
1GA
31
1st Global Advisors
Texas
$62.3M +$121K +1,125 +0.2%
BIM
32
BlackRock Investment Management
Delaware
$58.7M -$28.4M -263,628 -33%
Goldman Sachs
33
Goldman Sachs
New York
$57.4M +$25.7M +237,823 +81%
PC
34
Peavine Capital
Nevada
$52.6M +$9.27M +85,893 +21%
ZIM
35
Zacks Investment Management
Illinois
$43.3M +$1.87M +17,328 +5%
Jane Street
36
Jane Street
New York
$42.8M +$42.8M +396,385 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$40.1M -$744K -6,897 -2%
EARNEST Partners
38
EARNEST Partners
Georgia
$40M +$40M +371,060 New
MBT
39
Monroe Bank & Trust
Michigan
$38.8M +$5.47M +50,730 +16%
TF
40
Tompkins Financial
New York
$38.3M +$8.23M +76,298 +27%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$37.8M +$169K +1,565 +0.4%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$37.7M – – –
QI
43
QS Investors
New York
$37.7M -$36.6M -338,854 -49%
EFM
44
Equinox Fund Management
Colorado
$36.7M -$4.21M -39,000 -10%
BWM
45
Braver Wealth Management
Massachusetts
$35.2M +$18.7M +173,275 +114%
HI
46
Horizon Investments
North Carolina
$34.4M -$21M -195,066 -38%
QLMGAA
47
QS Legg Mason Global Asset Allocation
New York
$32.9M +$4.77M +44,174 +17%
FBFS
48
First Business Financial Services
Wisconsin
$31.5M +$16.8M +155,585 +114%
TAM
49
Todd Asset Management
Kentucky
$30.3M -$1.83M -16,970 -6%
UCFA
50
United Capital Financial Advisors
Texas
$30.2M +$3.43M +31,796 +13%
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