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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 %
TCM
76
Twele Capital Management
Minnesota
$22.7M 207,254 – –
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$22.4M 205,011 -9,024 -4%
BT
78
Beacon Trust
New Jersey
$22.3M 204,095 +5,621 +3%
IFA
79
Interactive Financial Advisors
Illinois
$22.1M 202,384 +10,141 +5%
PWAG
80
Polaris Wealth Advisory Group
California
$20.9M 191,372 +191,372 New
NPC
81
National Planning Corporation
California
$20.3M 185,886 +24,748 +15%
AIM
82
Acropolis Investment Management
Missouri
$19.1M 174,522 -2,656 -1%
SG
83
Swarthmore Group
Pennsylvania
$18.6M 170,000 +170,000 New
VFA
84
Virtus Fund Advisers
Connecticut
$18.1M 165,834 +165,834 New
JIC
85
Johnson Investment Counsel
Ohio
$16.2M 147,652 -9,503 -6%
IH
86
IFC Holdings
Florida
$15.8M 144,041 +29,207 +25%
AI
87
Atria Investments
North Carolina
$15M 137,435 -5,388 -4%
NC
88
NewSquare Capital
Pennsylvania
$14.8M 134,959 +9,225 +7%
BHWM
89
Bar Harbor Wealth Management
New Hampshire
$14.6M 133,692 +4,164 +3%
DADC
90
D.A. Davidson & Co
Montana
$14M 128,424 +11,635 +10%
MIU
91
Man Investments (UK)
United Kingdom
$14M 128,138 +27,326 +27%
IFWM
92
Institute for Wealth Management
Colorado
$13.9M 127,177 +3,480 +3%
CCT
93
Capital City Trust
Florida
$13.3M 121,927 -415 -0.3%
SBWM
94
Sunflower Bank Wealth Management
Arizona
$13.3M 121,552 -2,506 -2%
Deutsche Bank
95
Deutsche Bank
Germany
$13.3M 121,278 +59,292 +96%
AMG
96
Asset Management Group
Connecticut
$13.2M 120,366 +1,373 +1%
LMIM
97
Lockheed Martin Investment Management
Maryland
$13.1M 120,000 – –
MA
98
MUFG Americas
New York
$13M 119,038 -12,997 -10%
PFM
99
Phillips Financial Management
Indiana
$13M 118,932 +11,284 +10%
BCI
100
Brinker Capital Investments
Pennsylvania
$12M 109,899 +1,384 +1%
2 3
4
5 6