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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
–
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K

Top Buyers

1
BlackRock
1
BlackRock
New York
$860M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.21B
3
IG
3
ING Group
Netherlands
$151M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
MAA
5
Managed Account Advisors
New Jersey
$68.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$0
3
State Street
3
State Street
Massachusetts
$75.4M
4
Barclays
4
Barclays
United Kingdom
$13.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
QLMGAA
51
QS Legg Mason Global Asset Allocation
New York
$27.8M 261,108 +63,668 +32%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$27.3M 256,173 +100,736 +65%
DIP
53
DT Investment Partners
Pennsylvania
$26.9M 253,024 -1,831 -0.7%
B
54
Bailard
California
$26.5M 251,129 -47,695 -16%
UCFA
55
United Capital Financial Advisors
Texas
$26.4M 247,644 +43,574 +21%
PI
56
Placemark Investments
Illinois
$25.5M 239,626 +7,988 +3%
NYLIM
57
New York Life Investment Management
New York
$25.1M 235,933 +4,900 +2%
LA
58
Leonetti & Associates
Illinois
$25.1M 235,492 +7,803 +3%
SL
59
Summitry LLC
California
$24.9M 234,368 +18,393 +9%
BFA
60
Beaumont Financial Advisors
Massachusetts
$24.8M 232,652 +66,992 +40%
SG Americas Securities
61
SG Americas Securities
New York
$24.6M 231,166 -138,680 -37%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$23.3M 218,680 -32,384 -13%
SIM
63
Sigma Investment Management
Oregon
$23.2M 217,884 -726 -0.3%
RFC
64
Regions Financial Corp
Alabama
$22.6M 212,810 -10,428 -5%
RBC
65
Ronald Blue & Co
Georgia
$22.2M 209,006 +172,975 +480%
TCM
66
Twele Capital Management
Minnesota
$22.1M 207,254 +8,855 +4%
BT
67
Beacon Trust
New Jersey
$20.5M 192,805 -170 -0.1%
IFA
68
Interactive Financial Advisors
Illinois
$20.3M 190,672 +1,229 +0.6%
FHB
69
First Hawaiian Bank
Hawaii
$19.7M 185,190 +16,665 +10%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$19M 178,641 +1,404 +0.8%
AIM
71
Acropolis Investment Management
Missouri
$18.7M 175,351 -12,547 -7%
Comerica Bank
72
Comerica Bank
Texas
$18.7M 175,247 +54,471 +45%
BWM
73
Braver Wealth Management
Massachusetts
$16.2M 152,527 -144,587 -49%
JIC
74
Johnson Investment Counsel
Ohio
$16.1M 151,169 -2,043 -1%
IFWM
75
Institute for Wealth Management
Colorado
$14.6M 137,065 -22,246 -14%
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