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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
12.37%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.82%
New
51
Increased
170
Reduced
145
Closed
42
Calls
$356K
Puts
$842K
Net Calls
-$486K
Net Calls Change
+$89K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.42B
2
BTS
2
BB&T Securities
Virginia
$145M
3
LPL Financial
3
LPL Financial
California
$175M
4
BFA
4
BlackRock Fund Advisors
California
$261M
5
Jane Street
5
Jane Street
New York
$42.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$320M
3
BOTOTLSJU
3
Board of Trustees of The Leland Stanford Junior University
California
$0
4
SAC
4
Smith Affiliated Capital
New York
$80.1M
5
State Street
5
State Street
Massachusetts
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIU
101
Man Investments (UK)
United Kingdom
$10.9M +$10.9M +100,812 New
AIP
102
Ameritas Investment Partners
Nebraska
$10.8M +$2.56M +23,725 +31%
OCM
103
One Capital Management
California
$10.6M +$10.6M +98,339 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$10.6M +$857K +7,944 +9%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$10.5M -$1.64M -15,192 -14%
Barclays
106
Barclays
United Kingdom
$10.3M -$3.42M -31,928 -25%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$10.1M -$32.6M -303,275 -76%
RhumbLine Advisers
108
RhumbLine Advisers
Massachusetts
$10.1M +$3.24M +29,989 +47%
TAT
109
TD Ameritrade Trust
Colorado
$9.63M -$129K -1,194 -1%
WIC
110
Whitegate Investment Counselors
New Hampshire
$9.45M +$9.45M +85,262 New
WT
111
Washington Trust
Rhode Island
$9.36M -$295K -2,733 -3%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$9.18M -$356K -3,295 -4%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$9.08M +$348K +3,226 +4%
Creative Planning
114
Creative Planning
Kansas
$9.04M +$441K +4,089 +5%
PA
115
Parkside Advisors
California
$8.99M +$1.73M +16,017 +24%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$8.87M +$8.87M +82,570 New
CCG
117
Cypress Capital Group
Florida
$8.81M +$191K +1,772 +2%
WT
118
Whittier Trust
California
$8.79M +$594K +5,500 +7%
QA
119
Quantitative Advantage
Minnesota
$8.24M +$8.24M +76,320 New
GC
120
Guggenheim Capital
Illinois
$8.04M -$237K -2,871 -3%
MAA
121
Managed Account Advisors
New Jersey
$7.65M -$61.9M -573,551 -89%
PP
122
Prudential plc
United Kingdom
$7.65M -$928K -8,600 -11%
SCM
123
Saba Capital Management
New York
$7.59M -$37M -342,974 -83%
SCA
124
STALEY CAPITAL ADVISERS
Pennsylvania
$7.47M -$21.6K -200 -0.3%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$7.11M -$33.4M -307,837 -82%
3 4
5
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