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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 %
BWA
476
Burt Wealth Advisors
Maryland
$165K +$165K +1,502 New
CAL
477
Capital Advisors Ltd
Ohio
$164K – – –
Victory Capital Management
478
Victory Capital Management
Texas
$152K +$152K +1,382 New
OIA
479
Optimum Investment Advisors
Illinois
$150K – – –
BMM
480
Buffington Mohr McNeal
Idaho
$136K +$4.97K +45 +4%
BFEC
481
Benjamin F. Edwards & Company
Missouri
$118K +$118K +1,068 New
RNS
482
Robert N. Shapiro
$117K +$10K +91 +9%
PAI
483
Pittenger & Anderson Inc
Nebraska
$107K +$107K +975 New
PTCG
484
Pring Turner Capital Group
California
$106K +$106K +962 New
BCP
485
Blue Chip Partners
Michigan
$103K +$103K +931 New
1832 Asset Management
486
1832 Asset Management
Ontario, Canada
$99K +$94.1K +855 +1,900%
TIM
487
Tortoise Investment Management
New York
$95K -$207K -1,888 -69%
CS
488
Credential Securities
$88.1K – – –
ICM
489
ICC Capital Management
Florida
$86K – – –
RMAM
490
Raab & Moskowitz Asset Management
New Jersey
$85K +$85K +774 New
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$83K -$5.2K -47 -6%
Thrivent Financial for Lutherans
492
Thrivent Financial for Lutherans
Minnesota
$81K – – –
SAC
493
Smith Affiliated Capital
New York
$78K -$80.8K – –
SEI Investments
494
SEI Investments
Pennsylvania
$73K +$73K +663 New
TWA
495
TCI Wealth Advisors
Arizona
$69K +$110 +1 +0.2%
HR
496
Howe & Rusling
New York
$66K -$66.3K -600 -50%
AA
497
AlphaMark Advisors
Kentucky
$66K – – –
EMA
498
Efficient Market Advisors
California
$65K – – –
KCM
499
Karp Capital Management
California
$57K +$57K +521 New
BC
500
Bartlett & Co
Ohio
$51K – – –
18 19
20
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