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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

536 hedge funds and large institutions have $15.7B invested in iShares Core US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 215 increasing their positions, 141 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+94
Holders Change %
+21.27%
% of All Funds
14.3%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
2.72%
New
120
Increased
215
Reduced
141
Closed
17
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$578K

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$879M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$327M
3
Bank of America
Bank of America
North Carolina
+$303M
4
SCM
SCS Capital Management
Massachusetts
+$220M
5
QI
QS Investors
New York
+$174M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$110M
2
MCM
Makena Capital Management
California
-$60.7M
3
Citigroup
Citigroup
New York
-$58.6M
4
CC
Curian Capital
Colorado
-$45.2M
5
Lazard Asset Management
Lazard Asset Management
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
51
Zacks Investment Management
Illinois
$45.8M -$1.72M -15,664 -4%
GAIA
52
Global Atlantic Investment Advisors
Indiana
$45.6M +$45.6M +414,528 New
HSBC Holdings
53
HSBC Holdings
United Kingdom
$45M +$2.59M +23,516 +6%
DIP
54
DT Investment Partners
Pennsylvania
$44.6M +$10.9M +98,630 +32%
Stifel Financial
55
Stifel Financial
Missouri
$43.9M +$15.3M +138,607 +53%
AIP
56
Ameritas Investment Partners
Nebraska
$43.8M +$4.41M +40,058 +11%
BWM
57
Braver Wealth Management
Massachusetts
$43.2M +$10.6M +95,901 +32%
WCM
58
Windham Capital Management
Massachusetts
$42.7M +$30.3M +275,067 +244%
FBFS
59
First Business Financial Services
Wisconsin
$41.9M +$11.8M +107,498 +39%
PPA
60
Parametric Portfolio Associates
Washington
$41.9M +$30.3M +275,299 +262%
MBT
61
Monroe Bank & Trust
Michigan
$41.4M -$983K -8,925 -2%
AssetMark Inc
62
AssetMark Inc
California
$41M +$33.9M +308,067 +480%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$39.4M +$816K +7,413 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$38.6M +$2.83M +25,674 +8%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$38.5M – – –
B
66
Bailard
California
$35.6M +$3.06M +27,749 +9%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$35.1M +$649K +5,898 +2%
BT
68
Beacon Trust
New Jersey
$32.8M +$9.42M +85,532 +40%
HMC
69
Higher Moment Capital
Massachusetts
$32.7M +$2.43M +22,042 +8%
AI
70
Atria Investments
North Carolina
$32.4M +$8.42M +76,505 +35%
State Street
71
State Street
Massachusetts
$31.4M +$11.5K +104 +0%
FHB
72
First Hawaiian Bank
Hawaii
$31.4M +$4.75M +43,135 +18%
PI
73
Placemark Investments
Illinois
$31.1M +$5.7M +51,748 +22%
SL
74
Summitry LLC
California
$30.8M +$690K +6,267 +2%
FI
75
FormulaFolio Investments
Michigan
$29.7M +$29.7M +270,081 New
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