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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

536 hedge funds and large institutions have $15.7B invested in iShares Core US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 215 increasing their positions, 141 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+94
Holders Change %
+21.27%
% of All Funds
14.3%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
2.72%
New
120
Increased
215
Reduced
141
Closed
17
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$578K

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$879M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$327M
3
Bank of America
Bank of America
North Carolina
+$303M
4
SCM
SCS Capital Management
Massachusetts
+$220M
5
QI
QS Investors
New York
+$174M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$110M
2
MCM
Makena Capital Management
California
-$60.7M
3
Citigroup
Citigroup
New York
-$58.6M
4
CC
Curian Capital
Colorado
-$45.2M
5
Lazard Asset Management
Lazard Asset Management
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Acropolis Investment Management
Missouri
$17.9M -$1.06M -9,593 -6%
DADC
102
D.A. Davidson & Co
Montana
$17.7M +$2.43M +22,111 +16%
VFA
103
Virtus Fund Advisers
Connecticut
$17.6M -$819K -7,438 -4%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$16.4M +$8.4M +76,260 +104%
BHWM
105
Bar Harbor Wealth Management
New Hampshire
$16M +$843K +7,653 +6%
SBWM
106
Sunflower Bank Wealth Management
Arizona
$15.7M +$2.6M +23,630 +20%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$15M +$4.27M +38,745 +40%
IH
108
IFC Holdings
Florida
$14.9M +$1.99M +18,121 +15%
TAT
109
TD Ameritrade Trust
Colorado
$14.6M +$269K +2,440 +2%
SWP
110
Stratos Wealth Partners
Ohio
$14.5M +$2.65M +24,104 +22%
JIC
111
Johnson Investment Counsel
Ohio
$13.9M -$2.2M -20,021 -14%
AMG
112
Asset Management Group
Connecticut
$13.6M +$28K +254 +0.2%
MA
113
MUFG Americas
New York
$13.3M +$826K +7,504 +7%
CCT
114
Capital City Trust
Florida
$13.2M -$192K -1,745 -1%
LMIM
115
Lockheed Martin Investment Management
Maryland
$13.2M – – –
SPC
116
Sigma Planning Corp
Michigan
$12.7M +$12.7M +115,436 New
OCM
117
One Capital Management
California
$12.5M +$199K +1,808 +2%
BCI
118
Brinker Capital Investments
Pennsylvania
$12.5M +$436K +3,956 +4%
TCM
119
Tuttle Capital Management
Connecticut
$12.2M +$12.2M +111,111 New
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$12.2M +$1.9M +17,263 +18%
CB
121
Commerce Bank
Missouri
$12.2M +$500K +4,545 +4%
TCM
122
Towercrest Capital Management
Pennsylvania
$11.8M +$11.8M +107,427 New
CL
123
CPWM LLC
Washington
$11.8M +$265K +2,406 +2%
NA
124
Nottingham Advisors
New York
$11.4M +$11.4M +102,608 New
HNB
125
Huntington National Bank
Ohio
$11.1M -$11.4M – –
3 4
5
6 7