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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

536 hedge funds and large institutions have $15.7B invested in iShares Core US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 215 increasing their positions, 141 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+94
Holders Change %
+21.27%
% of All Funds
14.3%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
2.72%
New
120
Increased
215
Reduced
141
Closed
17
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$578K

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$879M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$327M
3
Bank of America
Bank of America
North Carolina
+$303M
4
SCM
SCS Capital Management
Massachusetts
+$220M
5
QI
QS Investors
New York
+$174M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$110M
2
MCM
Makena Capital Management
California
-$60.7M
3
Citigroup
Citigroup
New York
-$58.6M
4
CC
Curian Capital
Colorado
-$45.2M
5
Lazard Asset Management
Lazard Asset Management
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$29.6M +$4.83M +43,853 +19%
TAM
77
Todd Asset Management
Kentucky
$29.3M -$1.46M -13,290 -5%
CTB
78
Country Trust Bank
Illinois
$29M +$2.59M +23,565 +10%
LA
79
Leonetti & Associates
Illinois
$28.7M +$633K +5,749 +2%
RFC
80
Regions Financial Corp
Alabama
$28.5M -$484K -4,393 -2%
FFBTD
81
First Financial Bank - Trust Division
Ohio
$28.3M +$27.8M +252,878 +5,877%
Betterment LLC
82
Betterment LLC
New York
$27.9M +$27.9M +253,589 New
EFM
83
Equinox Fund Management
Colorado
$27.8M -$1.73M -15,700 -6%
NYLIM
84
New York Life Investment Management
New York
$27.6M +$341K +3,100 +1%
SIM
85
Sigma Investment Management
Oregon
$25.9M -$28K -254 -0.1%
ASN
86
Advisory Services Network
Georgia
$25.6M +$1.4M +12,552 +6%
AP
87
AHL Partners
United Kingdom
$24.9M +$5.07M +46,038 +26%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$24.6M +$4.04M +36,702 +20%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$24M +$1.34M +12,206 +6%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$24M +$7.41M +67,300 +45%
PWAG
91
Polaris Wealth Advisory Group
California
$23.5M +$1.8M +16,389 +8%
TCM
92
Twele Capital Management
Minnesota
$22.8M -$20.7K -188 -0.1%
NPC
93
National Planning Corporation
California
$22.6M +$4.37M +39,438 +24%
SMA
94
Simply Money Advisors
Ohio
$22.3M -$303K -2,750 -1%
Citigroup
95
Citigroup
New York
$21.3M -$58.6M -532,545 -73%
IFA
96
Interactive Financial Advisors
Illinois
$21.3M -$930K -8,443 -4%
RA
97
RFG Advisory
Alabama
$20.5M +$20.5M +186,483 New
NC
98
NewSquare Capital
Pennsylvania
$19.9M +$4.56M +41,390 +30%
F
99
FutureAdvisor
California
$19.2M +$19.2M +174,666 New
PFM
100
Phillips Financial Management
Indiana
$18.3M +$1.9M +17,171 +12%
2 3
4
5 6