AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

444 hedge funds and large institutions have $11.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 142 reducing their positions, and 25 closing their positions.

Holders
444
Holders Change
+16
Holders Change %
+3.74%
% of All Funds
12.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.96%
New
43
Increased
198
Reduced
142
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$1.22M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.63B
2
SCM
2
Saba Capital Management
New York
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$388M
4
MCM
4
Makena Capital Management
California
$64.8M
5
SCM
5
SCS Capital Management
Massachusetts
$54M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$0
2
IA
2
IndexIQ Advisors
New York
$97.2M
3
Jane Street
3
Jane Street
New York
$10.9M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
HMC
51
Higher Moment Capital
Massachusetts
$36M 328,876 +54,541 +20%
DIP
52
DT Investment Partners
Pennsylvania
$32.3M 295,634 +32,199 +12%
BWM
53
Braver Wealth Management
Massachusetts
$31.8M 290,935 -34,867 -11%
TAM
54
Todd Asset Management
Kentucky
$31.7M 289,970 +8,880 +3%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$31M 283,557 -87,737 -24%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$31M 283,228 +130,050 +85%
HighTower Advisors
57
HighTower Advisors
Illinois
$30.1M 275,341 +21,869 +9%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$29.8M 272,191 +77,002 +39%
FBFS
59
First Business Financial Services
Wisconsin
$29.6M 270,972 -20,838 -7%
EFM
60
Equinox Fund Management
Colorado
$29.4M 268,430 -72,000 -21%
SL
61
Summitry LLC
California
$28.9M 264,576 +11,776 +5%
AIP
62
Ameritas Investment Partners
Nebraska
$28.7M 262,577 +162,418 +162%
B
63
Bailard
California
$28.5M 261,340 +4,624 +2%
LA
64
Leonetti & Associates
Illinois
$27.8M 254,165 +8,381 +3%
PAMU
65
Pictet Asset Management (UK)
United Kingdom
$27.5M 251,500 +8,200 +3%
Stifel Financial
66
Stifel Financial
Missouri
$27.3M 249,702 +2,935 +1%
NYLIM
67
New York Life Investment Management
New York
$26.8M 245,233 +4,700 +2%
Ameriprise
68
Ameriprise
Minnesota
$26.2M 239,665 +53,336 +29%
RFC
69
Regions Financial Corp
Alabama
$26M 238,033 +12,268 +5%
SIM
70
Sigma Investment Management
Oregon
$25.9M 236,860 +8,991 +4%
FHB
71
First Hawaiian Bank
Hawaii
$25.1M 229,585 +34,484 +18%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$24.9M 227,172 +13,279 +6%
CTB
73
Country Trust Bank
Illinois
$24.5M 224,186 +224,186 New
PI
74
Placemark Investments
Illinois
$24.2M 221,539 +9,364 +4%
FA
75
FDx Advisors
Illinois
$23.2M 211,724 +79,324 +60%
1 2
3
4 5