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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

370 hedge funds and large institutions have $8.94B invested in iShares Core US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 44 closing their positions.

Holders
370
Holders Change
-20
Holders Change %
-5.13%
% of All Funds
12%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
1.69%
New
27
Increased
113
Reduced
178
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.06B
2
State Street
2
State Street
Massachusetts
$148M
3
QI
3
QS Investors
New York
$45M
4
Prudential Financial
4
Prudential Financial
New Jersey
$178M
5
LA
5
Leonetti & Associates
Illinois
$24.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$384M
2
CC
2
Curian Capital
Colorado
$77.4M
3
Wells Fargo
3
Wells Fargo
California
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$5.09M 47,468 +5,767 +14%
LS
127
Lattice Strategies
Pennsylvania
$4.95M 46,180 +46,180 New
NEPWA
128
New England Private Wealth Advisors
Massachusetts
$4.76M 44,399 +250 +0.6%
SC
129
SouthState Corp
Florida
$4.76M 44,392 +6,817 +18%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$4.64M 43,311 +18,872 +77%
DWM
131
Destination Wealth Management
California
$4.63M 43,190 -373 -0.9%
ST
132
Sentinel Trust
Texas
$4.48M 41,792 +3,488 +9%
CFS
133
Community Financial System
New York
$4.33M 40,350 – –
PWW
134
Pettyjohn Wood & White
Virginia
$4.3M 40,075 -350 -0.9%
B
135
Baird
Wisconsin
$4.25M 39,634 -42,691 -52%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$4.23M 39,461 +3,008 +8%
PFA
137
Pure Financial Advisors
California
$4.22M 39,377 -4,091 -9%
RBC
138
Ronald Blue & Co
Georgia
$3.86M 36,031 +20,339 +130%
SI
139
SII Investments
Wisconsin
$3.86M 35,910 -2,509 -7%
SP
140
Sarasin & Partners
United Kingdom
$3.78M 35,273 -130 -0.4%
AIA
141
Alerus Investment Advisors
Minnesota
$3.74M 34,928 -65,959 -65%
SIM
142
Sentry Investment Management
Wisconsin
$3.65M 34,017 – –
FTIOP
143
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.59M 33,489 -3,015 -8%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$3.46M 32,270 -3,767 -10%
FFC
145
First Financial Corp
Indiana
$3.42M 31,939 -315 -1%
PRA
146
Parametric Risk Advisors
Connecticut
$3.4M 31,743 – –
IFS
147
Ifrah Financial Services
Arkansas
$3.32M 30,983 +379 +1%
WCM
148
Windsor Capital Management
Arizona
$3.25M 30,321 +2,595 +9%
FBNAT
149
FirstMerit Bank N.A. Trustee
Ohio
$3.2M 29,804 +350 +1%
CTA
150
Chesley Taft & Associates
Illinois
$3.19M 29,741 -2,115 -7%
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