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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 %
CC
26
Curian Capital
Colorado
$99.5M 911,979 +171,092 +23%
Barclays
27
Barclays
United Kingdom
$89.3M 819,133 +369,505 +82%
EA
28
Efficient Advisors
Ohio
$84.2M 772,058 +23,502 +3%
SB
29
Suntrust Banks
Georgia
$79.9M 732,403 -105,065 -13%
Citigroup
30
Citigroup
New York
$79.2M 725,755 -2,060 -0.3%
Goldman Sachs
31
Goldman Sachs
New York
$73.5M 673,254 -181,318 -21%
SMM
32
Stadion Money Management
Georgia
$68.5M 628,211 +2,855 +0.5%
QLMGAA
33
QS Legg Mason Global Asset Allocation
New York
$68.4M 626,970 +235,831 +60%
1GA
34
1st Global Advisors
Texas
$66.9M 613,037 +22,890 +4%
MCM
35
Makena Capital Management
California
$64.7M 592,748 – –
Bank of New York Mellon
36
Bank of New York Mellon
New York
$62.8M 575,671 +292,114 +103%
AIA
37
Alerus Investment Advisors
Minnesota
$59.8M 548,371 +9,254 +2%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$58M 531,627 -27,022 -5%
BIM
39
BlackRock Investment Management
Delaware
$58M 531,422 -6,586 -1%
PC
40
Peavine Capital
Nevada
$54.1M 496,255 +14,444 +3%
ZIM
41
Zacks Investment Management
Illinois
$47M 431,134 +15,939 +4%
HI
42
Horizon Investments
North Carolina
$43.8M 401,609 +20,928 +5%
UCFA
43
United Capital Financial Advisors
Texas
$43.2M 396,113 +49,412 +14%
TF
44
Tompkins Financial
New York
$42.1M 385,518 +8,190 +2%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$42M 385,314 +102,086 +36%
MBT
46
Monroe Bank & Trust
Michigan
$42M 384,689 -2,442 -0.6%
CA
47
Cambridge Associates
Massachusetts
$39.1M 358,711 -122,959 -26%
AIP
48
Ameritas Investment Partners
Nebraska
$39M 357,573 +94,996 +36%
Lazard Asset Management
49
Lazard Asset Management
New York
– – – –
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$38.2M 350,257 +5,952 +2%
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