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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
12.37%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.82%
New
51
Increased
170
Reduced
145
Closed
42
Calls
$356K
Puts
$842K
Net Calls
-$486K
Net Calls Change
+$89K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.42B
2
BTS
2
BB&T Securities
Virginia
$145M
3
LPL Financial
3
LPL Financial
California
$175M
4
BFA
4
BlackRock Fund Advisors
California
$261M
5
Jane Street
5
Jane Street
New York
$42.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$320M
3
BOTOTLSJU
3
Board of Trustees of The Leland Stanford Junior University
California
$0
4
SAC
4
Smith Affiliated Capital
New York
$80.1M
5
State Street
5
State Street
Massachusetts
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HMC
51
Higher Moment Capital
Massachusetts
$29.6M +$28.8M +266,835 +3,558%
DIP
52
DT Investment Partners
Pennsylvania
$28.4M +$1.12M +10,411 +4%
B
53
Bailard
California
$27.7M +$603K +5,587 +2%
HighTower Advisors
54
HighTower Advisors
Illinois
$27.7M +$20.3M +186,099 +276%
SL
55
Summitry LLC
California
$27.3M +$1.99M +18,432 +8%
Stifel Financial
56
Stifel Financial
Missouri
$26.6M +$26.6M +246,767 New
LA
57
Leonetti & Associates
Illinois
$26.5M +$1.11M +10,292 +4%
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$26.3M +$12.6M +117,000 +93%
NYLIM
59
New York Life Investment Management
New York
$26M +$496K +4,600 +2%
SIM
60
Sigma Investment Management
Oregon
$24.6M +$1.08M +9,985 +5%
RFC
61
Regions Financial Corp
Alabama
$24.4M +$1.4M +12,955 +6%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$23.1M -$501K -4,645 -2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$23.1M +$3.8M +35,252 +20%
PI
64
Placemark Investments
Illinois
$22.9M -$2.96M -27,451 -11%
TCM
65
Twele Capital Management
Minnesota
$22.4M – – –
BT
66
Beacon Trust
New Jersey
$21.4M +$612K +5,669 +3%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$21.1M -$6.58M -60,984 -24%
FHB
68
First Hawaiian Bank
Hawaii
$21.1M +$1.07M +9,911 +5%
CS
69
Credit Suisse
Switzerland
$21M +$19.1M +176,708 +963%
IFA
70
Interactive Financial Advisors
Illinois
$20.7M +$170K +1,571 +0.8%
AIA
71
Alerus Investment Advisors
Minnesota
$20.2M +$14.1M +130,957 +233%
Ameriprise
72
Ameriprise
Minnesota
$20.1M +$7.64M +70,744 +61%
BFA
73
Beaumont Financial Advisors
Massachusetts
$20M -$5.06M -46,916 -20%
SG Americas Securities
74
SG Americas Securities
New York
$19.7M -$5.26M -48,726 -21%
Allianz Asset Management
75
Allianz Asset Management
Germany
$19.2M +$15.7M +145,878 +461%
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