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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 %
EA
26
Efficient Advisors
Ohio
$81.9M 748,556 +1,495 +0.2%
SAC
27
Smith Affiliated Capital
New York
– – – –
CC
28
Curian Capital
Colorado
$81.1M 740,887 +44,010 +6%
Citigroup
29
Citigroup
New York
$79.6M 727,815 -20,368 -3%
SCM
30
Saba Capital Management
New York
$76.3M 697,295 +626,988 +892%
SMM
31
Stadion Money Management
Georgia
$68.4M 625,356 +20,322 +3%
MCM
32
Makena Capital Management
California
$64.8M 592,748 +551,023 +1,321%
1GA
33
1st Global Advisors
Texas
$64.6M 590,147 +12,691 +2%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$61.1M 558,649 -105,751 -16%
AIA
35
Alerus Investment Advisors
Minnesota
$59M 539,117 +351,858 +188%
BIM
36
BlackRock Investment Management
Delaware
$58.9M 538,008 -6,268 -1%
SCM
37
SCS Capital Management
Massachusetts
$54M 493,887 +493,887 New
PC
38
Peavine Capital
Nevada
$52.7M 481,811 -5,984 -1%
CA
39
Cambridge Associates
Massachusetts
$52.7M 481,670 +316,375 +191%
SG Americas Securities
40
SG Americas Securities
New York
$50.2M 458,725 +276,285 +151%
Barclays
41
Barclays
United Kingdom
$49M 449,628 +353,330 +367%
ZIM
42
Zacks Investment Management
Illinois
$45.4M 415,195 +13,591 +3%
QI
43
QS Investors
New York
$43.2M 394,987 +45,732 +13%
QLMGAA
44
QS Legg Mason Global Asset Allocation
New York
$42.8M 391,139 +85,857 +28%
MBT
45
Monroe Bank & Trust
Michigan
$42.4M 387,131 +27,312 +8%
HI
46
Horizon Investments
North Carolina
$41.6M 380,681 +62,297 +20%
TF
47
Tompkins Financial
New York
$41.3M 377,328 +22,515 +6%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$38.3M 349,701 – –
UCFA
49
United Capital Financial Advisors
Texas
$37.9M 346,701 +67,261 +24%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$37.7M 344,305 -6,245 -2%
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