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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

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.

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
1
Creative Planning
Kansas
$374M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.81B
3
EWA
3
EP Wealth Advisors
California
$119M
4
SCM
4
SCS Capital Management
Massachusetts
$133M
5
RJA
5
Raymond James & Associates
Florida
$330M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$2.99M
2
LPL Financial
2
LPL Financial
California
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.2M
4
BTS
4
BB&T Securities
Virginia
$140M
5
Goldman Sachs
5
Goldman Sachs
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$24.6M 225,052 -2,120 -0.9%
AI
77
Atria Investments
North Carolina
$23.7M 217,360 +79,925 +58%
ASN
78
Advisory Services Network
Georgia
$23.7M 216,984 +157,111 +262%
BT
79
Beacon Trust
New Jersey
$23.1M 211,962 +7,867 +4%
TCM
80
Twele Capital Management
Minnesota
$22.6M 207,254 – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$22.5M 205,781 +770 +0.4%
SMA
82
Simply Money Advisors
Ohio
$22.4M 205,641 +203,781 +10,956%
IFA
83
Interactive Financial Advisors
Illinois
$22M 201,450 -934 -0.5%
PWAG
84
Polaris Wealth Advisory Group
California
$21.5M 196,935 +5,563 +3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$20.4M 186,685 +78,444 +72%
AP
86
AHL Partners
United Kingdom
$19.7M 180,281 +180,281 New
AIM
87
Acropolis Investment Management
Missouri
$18.8M 172,542 -1,980 -1%
VFA
88
Virtus Fund Advisers
Connecticut
$18.2M 167,142 +1,308 +0.8%
NPC
89
National Planning Corporation
California
$18M 164,265 -21,621 -12%
Deutsche Bank
90
Deutsche Bank
Germany
$17.2M 157,288 +36,010 +30%
PAMU
91
Pictet Asset Management (UK)
United Kingdom
$16.4M 150,500 -101,000 -40%
PFM
92
Phillips Financial Management
Indiana
$16.2M 147,518 +28,586 +24%
JIC
93
Johnson Investment Counsel
Ohio
$15.9M 146,177 -1,475 -1%
NC
94
NewSquare Capital
Pennsylvania
$15.2M 139,095 +4,136 +3%
DADC
95
D.A. Davidson & Co
Montana
$15.1M 138,531 +10,107 +8%
BHWM
96
Bar Harbor Wealth Management
New Hampshire
$15M 137,832 +4,140 +3%
TAT
97
TD Ameritrade Trust
Colorado
$14.2M 130,129 +47,648 +58%
MAA
98
Managed Account Advisors
New Jersey
$13.9M 127,610 +49,072 +62%
AMG
99
Asset Management Group
Connecticut
$13.5M 123,376 +3,010 +3%
CCT
100
Capital City Trust
Florida
$13.3M 121,747 -180 -0.1%
2 3
4
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