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iShares Core US Aggregate Bond ETF
AGG

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.

New
Increased
Maintained
Reduced
Closed

2,527% more call options, than puts

Call options by funds: $578K | Put options by funds: $22K

44% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 140

18% more funds holding in top 10

Funds holding in top 10: 68 → 80 (+12)

9% more capital invested

Capital invested by funds: $11.2B → $12.2B (+$994M)

3.22% more ownership

Funds ownership: 61.97% → 65.19% (+3.2%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 444 → 442 (-2)

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
Creative Planning
Kansas
+$363M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$183M
3
EWA
EP Wealth Advisors
California
+$119M
4
SCM
SCS Capital Management
Massachusetts
+$79.3M
5
RJA
Raymond James & Associates
Florida
+$48.8M

Top Sellers

1
SCM
Saba Capital Management
New York
-$73.1M
2
LPL Financial
LPL Financial
California
-$52.5M
3
SG Americas Securities
SG Americas Securities
New York
-$37.9M
4
Goldman Sachs
Goldman Sachs
New York
-$19.8M
5
SG
Swarthmore Group
Pennsylvania
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$24.6M -$231K -2,120 -0.9%
AI
77
Atria Investments
North Carolina
$23.7M +$8.73M +79,925 +58%
ASN
78
Advisory Services Network
Georgia
$23.7M +$17.2M +157,111 +262%
BT
79
Beacon Trust
New Jersey
$23.1M +$859K +7,867 +4%
TCM
80
Twele Capital Management
Minnesota
$22.6M – – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$22.5M +$84.1K +770 +0.4%
SMA
82
Simply Money Advisors
Ohio
$22.4M +$22.3M +203,781 +10,956%
IFA
83
Interactive Financial Advisors
Illinois
$22M -$102K -934 -0.5%
PWAG
84
Polaris Wealth Advisory Group
California
$21.5M +$607K +5,563 +3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$20.4M +$8.57M +78,444 +72%
AP
86
AHL Partners
United Kingdom
$19.7M +$19.7M +180,281 New
AIM
87
Acropolis Investment Management
Missouri
$18.8M -$216K -1,980 -1%
VFA
88
Virtus Fund Advisers
Connecticut
$18.2M +$143K +1,308 +0.8%
NPC
89
National Planning Corporation
California
$18M -$2.36M -21,621 -12%
Deutsche Bank
90
Deutsche Bank
Germany
$17.2M +$3.93M +36,010 +30%
PAMU
91
Pictet Asset Management (UK)
United Kingdom
$16.4M -$11M -101,000 -40%
PFM
92
Phillips Financial Management
Indiana
$16.2M +$3.12M +28,586 +24%
JIC
93
Johnson Investment Counsel
Ohio
$15.9M -$161K -1,475 -1%
NC
94
NewSquare Capital
Pennsylvania
$15.2M +$452K +4,136 +3%
DADC
95
D.A. Davidson & Co
Montana
$15.1M +$1.1M +10,107 +8%
BHWM
96
Bar Harbor Wealth Management
New Hampshire
$15M +$452K +4,140 +3%
TAT
97
TD Ameritrade Trust
Colorado
$14.2M +$5.2M +47,648 +58%
MAA
98
Managed Account Advisors
New Jersey
$13.9M +$5.36M +49,072 +62%
AMG
99
Asset Management Group
Connecticut
$13.5M +$329K +3,010 +3%
CCT
100
Capital City Trust
Florida
$13.3M -$19.7K -180 -0.1%
2 3
4
5 6

AGG Hedge Fund Activity: Q3 2014 in Review

442 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2014, worth a combined $12.2B — up 8.9% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AGG positions and 26 closed out — a net gain of 1 holder — while 202 added to existing stakes and 140 trimmed.

The largest buyer was Creative Planning, adding an estimated $363M. The largest seller was Saba Capital Management, cutting an estimated $73.1M.

  • 442 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2014, down from 444 in Q2 2014.
  • Funds reported $12.2B of iShares Core US Aggregate Bond ETF stock for Q3 2014, up 8.9% quarter-over-quarter.
  • 27 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2014 and 26 closed out, a net change of +1 holder.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q3 2014 was Creative Planning, an estimated $363M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q3 2014 was Saba Capital Management, an estimated $73.1M sold.

Based on aggregated 13F filings for Q3 2014.