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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
–
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K

Top Buyers

1
BlackRock
1
BlackRock
New York
$860M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.21B
3
IG
3
ING Group
Netherlands
$151M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
MAA
5
Managed Account Advisors
New Jersey
$68.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$0
3
State Street
3
State Street
Massachusetts
$75.4M
4
Barclays
4
Barclays
United Kingdom
$13.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
101
Washington Trust
Rhode Island
$9.52M 89,461 -22,996 -20%
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$9.41M 88,385 +837 +1%
MWM
103
Merriman Wealth Management
Washington
$9M 84,535 +84,535 New
Invesco
104
Invesco
Georgia
$8.95M 84,059 -2,587 -3%
NPC
105
National Planning Corporation
California
$8.85M 83,153 -38,177 -31%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$8.7M 81,706 +34,238 +72%
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$8.62M 80,954 +2,872 +4%
FA
108
FDx Advisors
Illinois
$8.51M 79,971 +59,262 +286%
CCG
109
Cypress Capital Group
Florida
$8.5M 79,852 -19,354 -20%
Creative Planning
110
Creative Planning
Kansas
$8.48M 79,659 +9,460 +13%
PP
111
Prudential plc
United Kingdom
$8.46M 79,500 -10,400 -12%
AIP
112
Ameritas Investment Partners
Nebraska
$8.14M 76,434 +22,784 +42%
WT
113
Whittier Trust
California
$8.08M 75,928 -9,295 -11%
IH
114
IFC Holdings
Florida
$7.41M 69,607 +12,606 +22%
SCA
115
STALEY CAPITAL ADVISERS
Pennsylvania
$7.39M 69,400 -3,300 -5%
HighTower Advisors
116
HighTower Advisors
Illinois
$7.17M 67,373 +56,791 +537%
PA
117
Parkside Advisors
California
$7.16M 67,309 +67,309 New
RhumbLine Advisers
118
RhumbLine Advisers
Massachusetts
$6.75M 63,400 +51,738 +444%
HFS
119
HL Financial Services
Kentucky
$6.59M 61,880 -3,335 -5%
BSB
120
Bangor Savings Bank
Maine
$6.29M 59,068 +9,321 +19%
ASN
121
Advisory Services Network
Georgia
$6.18M 58,071 -4,125 -7%
SGAM
122
Steinberg Global Asset Management
Florida
$6.17M 57,983 -28,071 -33%
Deutsche Bank
123
Deutsche Bank
Germany
$6.15M 57,754 -57,145 -50%
PP
124
Palladium Partners
Virginia
$6.12M 57,454 -1,042 -2%
EWA
125
EP Wealth Advisors
California
$6.05M 56,855 +29,970 +111%
3 4
5
6 7