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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 %
MA
526
MCF Advisors
Kentucky
$8K -$5.12M -48,039 -100%
MWP
527
MYCIO Wealth Partners
Pennsylvania
$8K – – –
FWM
528
Focused Wealth Management
New York
$7K – – –
UFA
529
US Financial Advisors
Massachusetts
$7K +$7K +65 New
ECM
530
Exchange Capital Management
Michigan
$4K -$9.71K -85 -71%
NMIS
531
Northwestern Mutual Investment Services
Wisconsin
$4K +$4K +37 New
CMO
532
Covenant Multifamily Offices
Texas
$3K – – –
RCG
533
Ruggie Capital Group
Florida
$3K +$3K +31 New
NG
534
NatWest Group
United Kingdom
$2.5K +$198 +1,800 +9%
WIL
535
Winifred I. Li
$2K – – –
TCM
536
Tradewinds Capital Management
Washington
$2K – – –
Manulife (Manufacturers Life Insurance)
537
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.81K +$8 +77 +0.5%
BRWA
538
B. Riley Wealth Advisors
Florida
$185 -$43 -388 -19%
Jane Street
539
Jane Street
New York
– -$34.9M -319,971 Closed
SG Americas Securities
540
SG Americas Securities
New York
– -$12.2M -111,579 Closed
CPO
541
Cerity Partners OCIO
New York
– -$4.72M -43,242 Closed
QA
542
Quintium Advisors
Tennessee
– -$3.95M -36,195 Closed
SCM
543
Saba Capital Management
New York
– -$2.99M -27,444 Closed
SSG
544
Summit Securities Group
New York
– -$2.59M -23,702 Closed
FIG
545
Fortress Investment Group
New York
– -$2.37M -21,700 Closed
NIMC
546
NWQ Investment Management Company
California
– -$1.51M -13,800 Closed
V
547
Veritable
Delaware
– -$1.23M -11,245 Closed
PAS
548
Professional Advisory Services
Florida
– -$913K -8,368 Closed
WI
549
WBI Investments
New Jersey
– -$446K -4,086 Closed
GCM
550
Glaxis Capital Management
Florida
– -$393K -3,600 Closed
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