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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

444 hedge funds and large institutions have $11.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 142 reducing their positions, and 25 closing their positions.

Holders
444
Holders Change
+16
Holders Change %
+3.74%
% of All Funds
12.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.96%
New
43
Increased
198
Reduced
142
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$1.22M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.63B
2
SCM
2
Saba Capital Management
New York
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$388M
4
MCM
4
Makena Capital Management
California
$64.8M
5
SCM
5
SCS Capital Management
Massachusetts
$54M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$0
2
IA
2
IndexIQ Advisors
New York
$97.2M
3
Jane Street
3
Jane Street
New York
$10.9M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
QA
101
Quantitative Advantage
Minnesota
$12M 109,853 +33,533 +44%
HNB
102
Huntington National Bank
Ohio
– – – –
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$11.8M 108,241 +10,986 +11%
WCM
104
Windham Capital Management
Massachusetts
$11.7M 107,131 +107,131 New
CL
105
CPWM LLC
Washington
$11.7M 106,819 +1,104 +1%
CB
106
Commerce Bank
Missouri
$11.3M 103,552 -2,283 -2%
PPA
107
Parametric Portfolio Associates
Washington
$11.2M 102,503 +1,032 +1%
Creative Planning
108
Creative Planning
Kansas
$11M 100,196 +16,448 +20%
Jane Street
109
Jane Street
New York
$10.9M 99,416 -296,969 -75%
1CP
110
1607 Capital Partners
Virginia
$10.6M 96,650 +96,650 New
TT
111
Tiedemann Trust
Delaware
$10.5M 95,994 +95,994 New
WT
112
Whittier Trust
California
$10.5M 95,529 +14,101 +17%
HFS
113
HL Financial Services
Kentucky
$10.4M 94,876 +34,881 +58%
GC
114
Guggenheim Capital
Illinois
$10.3M 94,481 -2,748 -3%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$9.9M 90,505 +7,935 +10%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$9.54M 87,155 -10,764 -11%
PA
117
Parkside Advisors
California
$9.31M 85,064 +1,738 +2%
FIG
118
Fusion Investment Group
Pennsylvania
$9.3M 84,967 -19,534 -19%
WT
119
Washington Trust
Rhode Island
$9.21M 84,227 -2,501 -3%
PAS
120
Partnervest Advisory Services
California
$9.18M 83,908 -19,970 -19%
TAT
121
TD Ameritrade Trust
Colorado
$9.02M 82,481 -6,729 -8%
CCG
122
Cypress Capital Group
Florida
$9M 82,272 +648 +0.8%
MAA
123
Managed Account Advisors
New Jersey
$8.59M 78,538 +7,635 +11%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$8.41M 76,865 -8,225 -10%
SSG
125
Summit Securities Group
New York
$8.39M 76,645 +69,374 +954%
3 4
5
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