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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 %
AIM
76
Acropolis Investment Management
Missouri
$19.1M +$197K +1,827 +1%
CA
77
Cambridge Associates
Massachusetts
$17.8M +$5.2M +48,177 +41%
NPC
78
National Planning Corporation
California
$17.3M +$8.37M +77,985 +94%
JIC
79
Johnson Investment Counsel
Ohio
$17M +$646K +5,986 +4%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$16.5M +$7.71M +71,472 +87%
HNB
81
Huntington National Bank
Ohio
$16.4M -$13.3M – –
AI
82
Atria Investments
North Carolina
$15.4M +$2.24M +20,773 +17%
FA
83
FDx Advisors
Illinois
$14.3M +$5.66M +52,429 +66%
MA
84
MUFG Americas
New York
$14.2M -$162K -1,500 -1%
BHWM
85
Bar Harbor Wealth Management
New Hampshire
$14M +$319K +2,957 +2%
NC
86
NewSquare Capital
Pennsylvania
$13.6M +$426K +3,945 +3%
SBWM
87
Sunflower Bank Wealth Management
Arizona
$13.4M +$104K +960 +0.8%
IFWM
88
Institute for Wealth Management
Colorado
$13.3M -$1.44M -13,368 -10%
CCT
89
Capital City Trust
Florida
$13.2M -$327K -3,030 -2%
LMIM
90
Lockheed Martin Investment Management
Maryland
$12.9M +$12.9M +120,000 New
AMG
91
Asset Management Group
Connecticut
$12.8M +$149K +1,379 +1%
DADC
92
D.A. Davidson & Co
Montana
$12.6M +$1.05M +9,737 +9%
IH
93
IFC Holdings
Florida
$12.4M +$4.88M +45,227 +65%
BCI
94
Brinker Capital Investments
Pennsylvania
$11.7M +$625K +5,788 +6%
PFM
95
Phillips Financial Management
Indiana
$11.6M +$1.91M +17,655 +20%
CB
96
Commerce Bank
Missouri
$11.4M -$244K -2,261 -2%
CL
97
CPWM LLC
Washington
$11.4M -$272K -2,525 -2%
FIG
98
Fusion Investment Group
Pennsylvania
$11.3M +$7.29M +67,531 +183%
PAS
99
Partnervest Advisory Services
California
$11.2M +$7.45M +69,018 +198%
PPA
100
Parametric Portfolio Associates
Washington
$11M +$231K +2,144 +2%
2 3
4
5 6