AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

370 hedge funds and large institutions have $8.94B invested in iShares Core US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 44 closing their positions.

Holders
370
Holders Change
-20
Holders Change %
-5.13%
% of All Funds
12%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
1.69%
New
27
Increased
113
Reduced
178
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.06B
2
State Street
2
State Street
Massachusetts
$148M
3
QI
3
QS Investors
New York
$45M
4
Prudential Financial
4
Prudential Financial
New Jersey
$178M
5
LA
5
Leonetti & Associates
Illinois
$24.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$384M
2
CC
2
Curian Capital
Colorado
$77.4M
3
Wells Fargo
3
Wells Fargo
California
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$26.9M 251,064 -25,484 -9%
SNC
52
Stifel Nicolaus & Co
Missouri
$25.8M 240,358 -15,101 -6%
TF
53
Tompkins Financial
New York
$25.3M 235,961 +19,173 +9%
PI
54
Placemark Investments
Illinois
$24.8M 231,638 -11,880 -5%
NYLIM
55
New York Life Investment Management
New York
$24.8M 231,033 +4,900 +2%
LA
56
Leonetti & Associates
Illinois
$24.4M 227,689 +182,329 +402%
RFC
57
Regions Financial Corp
Alabama
$23.9M 223,238 +36,938 +20%
SIM
58
Sigma Investment Management
Oregon
$23.4M 218,610 +11,556 +6%
SL
59
Summitry LLC
California
$23.2M 215,975 +22,994 +12%
UCFA
60
United Capital Financial Advisors
Texas
$21.9M 204,070 +12,322 +6%
TCM
61
Twele Capital Management
Minnesota
$21.3M 198,399 -151 -0.1%
QLMGAA
62
QS Legg Mason Global Asset Allocation
New York
$21.2M 197,440 +68,032 +53%
BT
63
Beacon Trust
New Jersey
$20.7M 192,975 -3,226 -2%
IFA
64
Interactive Financial Advisors
Illinois
$20.3M 189,443 -28,731 -13%
AIM
65
Acropolis Investment Management
Missouri
$20.1M 187,898 -13,981 -7%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$19M 177,237 -26,393 -13%
FHB
67
First Hawaiian Bank
Hawaii
$18.1M 168,525 +8,015 +5%
HI
68
Horizon Investments
North Carolina
$17.8M 165,682 +19,586 +13%
BFA
69
Beaumont Financial Advisors
Massachusetts
$17.8M 165,660 -33,247 -17%
IFWM
70
Institute for Wealth Management
Colorado
$17.1M 159,311 -3,106 -2%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$16.7M 155,437 +6,844 +5%
JIC
72
Johnson Investment Counsel
Ohio
$16.4M 153,212 +2,368 +2%
AssetMark Inc
73
AssetMark Inc
California
$16M 149,294 +149,294 New
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$15M 139,989 -97,034 -41%
SCM
75
Saba Capital Management
New York
$14.9M 139,266 +118,466 +570%
1 2
3
4 5