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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

370 hedge funds and large institutions have $8.94B invested in iShares Core US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 44 closing their positions.

Holders
370
Holders Change
-20
Holders Change %
-5.13%
% of All Funds
12%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
1.69%
New
27
Increased
113
Reduced
178
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.06B
2
State Street
2
State Street
Massachusetts
$148M
3
QI
3
QS Investors
New York
$45M
4
Prudential Financial
4
Prudential Financial
New Jersey
$178M
5
LA
5
Leonetti & Associates
Illinois
$24.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$384M
2
CC
2
Curian Capital
Colorado
$77.4M
3
Wells Fargo
3
Wells Fargo
California
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
101
Ameriprise
Minnesota
$9M 84,022 -5,022 -6%
MAA
102
Managed Account Advisors
New Jersey
$8.78M 81,866 -229,155 -74%
DADC
103
D.A. Davidson & Co
Montana
$8.71M 81,285 +3,569 +5%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$8.65M 80,676 -23,988 -23%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$8.55M 79,800 -247 -0.3%
TNBTD
106
Trustmark National Bank Trust Department
Mississippi
$8.37M 78,082 -21,740 -22%
VKH
107
Virtu KCG Holdings
New York
$7.88M 73,537 +73,537 New
AI
108
Atria Investments
North Carolina
$7.88M 73,507 +4,177 +6%
SCA
109
STALEY CAPITAL ADVISERS
Pennsylvania
$7.79M 72,700 -6,070 -8%
BIM
110
Bridgecreek Investment Management
Oklahoma
$7.77M 72,460 -8,815 -11%
PFM
111
Phillips Financial Management
Indiana
$7.65M 71,449 +4,579 +7%
Creative Planning
112
Creative Planning
Kansas
$7.53M 70,199 +9,976 +17%
TAT
113
TD Ameritrade Trust
Colorado
$7.48M 69,777 +34,820 +100%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$7.25M 67,647 -45,307 -40%
EC
115
Estate Counselors
Wisconsin
$7.14M 66,560 – –
HFS
116
HL Financial Services
Kentucky
$6.99M 65,215 -7,833 -11%
ASN
117
Advisory Services Network
Georgia
$6.67M 62,196 -2,143 -3%
PP
118
Palladium Partners
Virginia
$6.27M 58,496 -8,319 -12%
IH
119
IFC Holdings
Florida
$6.1M 57,001 -1,415 -2%
CMP
120
Courage Miller Partners
Virginia
$6.09M 56,776 -7,639 -12%
MAM
121
Marquette Asset Management
Minnesota
$5.88M 54,850 -4,317 -7%
AIP
122
Ameritas Investment Partners
Nebraska
$5.75M 53,650 +47,392 +757%
CNB
123
City National Bank
California
$5.61M 52,367 -12,982 -20%
William Blair & Company
124
William Blair & Company
Illinois
$5.52M 51,443 -4,704 -8%
BSB
125
Bangor Savings Bank
Maine
$5.33M 49,747 -6,391 -11%
3 4
5
6 7