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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

442 hedge funds and large institutions have $12.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 26 closing their positions.

Holders
442
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
12.83%
Holding in Top 10
80
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.65%
% of All Funds
2.32%
New
27
Increased
202
Reduced
140
Closed
26
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
-$177K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$374M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.81B
3
EWA
3
EP Wealth Advisors
California
$119M
4
SCM
4
SCS Capital Management
Massachusetts
$133M
5
RJA
5
Raymond James & Associates
Florida
$330M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$2.99M
2
LPL Financial
2
LPL Financial
California
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.2M
4
BTS
4
BB&T Securities
Virginia
$140M
5
Goldman Sachs
5
Goldman Sachs
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LMIM
101
Lockheed Martin Investment Management
Maryland
$13.1M 120,000 – –
SBWM
102
Sunflower Bank Wealth Management
Arizona
$13M 119,288 -2,264 -2%
BFA
103
Beaumont Financial Advisors
Massachusetts
$13M 119,203 +107,667 +933%
IH
104
IFC Holdings
Florida
$12.9M 117,966 -26,075 -18%
MA
105
MUFG Americas
New York
$12.4M 113,207 -5,831 -5%
WCM
106
Windham Capital Management
Massachusetts
$12.3M 112,767 +5,636 +5%
OCM
107
One Capital Management
California
$12.2M 111,906 +111,906 New
SG Americas Securities
108
SG Americas Securities
New York
$12.2M 111,579 -347,146 -76%
BCI
109
Brinker Capital Investments
Pennsylvania
$11.9M 109,274 -625 -0.6%
SWP
110
Stratos Wealth Partners
Ohio
$11.7M 107,684 +107,684 New
MFS
111
MSI Financial Services
Massachusetts
$11.7M 107,598 +94,763 +738%
QA
112
Quantitative Advantage
Minnesota
$11.6M 106,568 -3,285 -3%
CB
113
Commerce Bank
Missouri
$11.5M 105,852 +2,300 +2%
PPA
114
Parametric Portfolio Associates
Washington
$11.5M 105,131 +2,628 +3%
HNB
115
Huntington National Bank
Ohio
– – – –
CL
116
CPWM LLC
Washington
$11.4M 104,306 -2,513 -2%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$10.6M 97,257 +46,237 +91%
WT
118
Whittier Trust
California
$10.3M 94,829 -700 -0.7%
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$10.3M 94,013 +3,508 +4%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$10.2M 93,650 +6,495 +7%
HFS
121
HL Financial Services
Kentucky
$10.2M 93,564 -1,312 -1%
GC
122
Guggenheim Capital
Illinois
$9.8M 89,809 -4,672 -5%
CCG
123
Cypress Capital Group
Florida
$9.67M 88,628 +6,356 +8%
IFWM
124
Institute for Wealth Management
Colorado
$9.59M 87,876 -39,301 -31%
TT
125
Tiedemann Trust
Delaware
$9.32M 85,404 -10,590 -11%
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5
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