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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

442 hedge funds and large institutions have $12.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 26 closing their positions.

Holders
442
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
12.83%
Holding in Top 10
80
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.65%
% of All Funds
2.32%
New
27
Increased
202
Reduced
140
Closed
26
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
-$177K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$374M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.81B
3
EWA
3
EP Wealth Advisors
California
$119M
4
SCM
4
SCS Capital Management
Massachusetts
$133M
5
RJA
5
Raymond James & Associates
Florida
$330M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$2.99M
2
LPL Financial
2
LPL Financial
California
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.2M
4
BTS
4
BB&T Securities
Virginia
$140M
5
Goldman Sachs
5
Goldman Sachs
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$38.2M 349,701 – –
HighTower Advisors
52
HighTower Advisors
Illinois
$35.9M 324,577 +49,236 +18%
Ameriprise
53
Ameriprise
Minnesota
$35M 321,096 +81,431 +34%
Jane Street
54
Jane Street
New York
$34.9M 319,971 +220,555 +222%
CG
55
Colony Group
Massachusetts
$34.5M 315,871 +311,532 +7,180%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$34.2M 313,216 +41,025 +15%
DIP
57
DT Investment Partners
Pennsylvania
$33.4M 305,983 +10,349 +4%
BWM
58
Braver Wealth Management
Massachusetts
$32.3M 296,192 +5,257 +2%
B
59
Bailard
California
$32.3M 295,656 +34,316 +13%
State Street
60
State Street
Massachusetts
$31.1M 285,402 +272,825 +2,169%
FA
61
FDx Advisors
Illinois
$31M 284,057 +72,333 +34%
TAM
62
Todd Asset Management
Kentucky
$30.5M 279,190 -10,780 -4%
HMC
63
Higher Moment Capital
Massachusetts
$30M 274,530 -54,346 -17%
SL
64
Summitry LLC
California
$29.9M 273,614 +9,038 +3%
FBFS
65
First Business Financial Services
Wisconsin
$29.8M 273,238 +2,266 +0.8%
QI
66
QS Investors
New York
$29.7M 271,962 -123,025 -31%
EFM
67
Equinox Fund Management
Colorado
$29.3M 268,430 – –
RFC
68
Regions Financial Corp
Alabama
$28.7M 263,263 +25,230 +11%
Stifel Financial
69
Stifel Financial
Missouri
$28.4M 259,934 +10,232 +4%
LA
70
Leonetti & Associates
Illinois
$27.9M 255,297 +1,132 +0.4%
NYLIM
71
New York Life Investment Management
New York
$27M 247,133 +1,900 +0.8%
FHB
72
First Hawaiian Bank
Hawaii
$26.4M 241,783 +12,198 +5%
CTB
73
Country Trust Bank
Illinois
$26.1M 239,467 +15,281 +7%
SIM
74
Sigma Investment Management
Oregon
$25.7M 235,731 -1,129 -0.5%
PI
75
Placemark Investments
Illinois
$25.2M 231,023 +9,484 +4%
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