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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 %
FBFS
76
First Business Financial Services
Wisconsin
$14.5M 136,225 -188,061 -58%
MA
77
MUFG Americas
New York
$14.2M 133,535 -3,600 -3%
Barclays
78
Barclays
United Kingdom
$13.7M 128,226 -271,926 -68%
BHWM
79
Bar Harbor Wealth Management
New Hampshire
$13.5M 126,571 +7,428 +6%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$13.4M 126,300 +11,700 +10%
CCT
81
Capital City Trust
Florida
$13.3M 125,372 +97,360 +348%
HNB
82
Huntington National Bank
Ohio
– – – –
SBWM
83
Sunflower Bank Wealth Management
Arizona
$13.1M 123,098 -1,695 -1%
AI
84
Atria Investments
North Carolina
$13M 122,050 +48,543 +66%
NC
85
NewSquare Capital
Pennsylvania
$13M 121,789 -11,325 -9%
AMG
86
Asset Management Group
Connecticut
$12.5M 117,614 -18,536 -14%
CA
87
Cambridge Associates
Massachusetts
$12.5M 117,118 +117,118 New
Ameriprise
88
Ameriprise
Minnesota
$12.4M 115,585 +31,563 +38%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$12M 112,447 -27,542 -20%
CL
90
CPWM LLC
Washington
$11.5M 108,240 +10,478 +11%
CB
91
Commerce Bank
Missouri
$11.5M 108,096 -4,490 -4%
DADC
92
D.A. Davidson & Co
Montana
$11.4M 107,052 +25,767 +32%
BCI
93
Brinker Capital Investments
Pennsylvania
$10.9M 102,727 -1,577 -2%
GC
94
Guggenheim Capital
Illinois
$10.7M 100,100 -869 -0.9%
PPA
95
Parametric Portfolio Associates
Washington
$10.6M 99,327 +1,849 +2%
WA
96
Waverly Advisors
Alabama
$10.2M 96,213 +91,416 +1,906%
Principal Financial Group
97
Principal Financial Group
Iowa
$9.83M 92,352 +89,887 +3,647%
TAT
98
TD Ameritrade Trust
Colorado
$9.63M 90,404 +20,627 +30%
PFM
99
Phillips Financial Management
Indiana
$9.59M 89,993 +18,544 +26%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$9.58M 89,975 +9,299 +12%
2 3
4
5 6