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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
–
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K

Top Buyers

1
BlackRock
1
BlackRock
New York
$860M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.21B
3
IG
3
ING Group
Netherlands
$151M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
MAA
5
Managed Account Advisors
New Jersey
$68.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$0
3
State Street
3
State Street
Massachusetts
$75.4M
4
Barclays
4
Barclays
United Kingdom
$13.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$6.03M 56,653 -92,641 -62%
AIA
127
Alerus Investment Advisors
Minnesota
$5.99M 56,302 +21,374 +61%
AEPG
128
American Economic Planning Group
New Jersey
$5.97M 56,075 +56,075 New
SIM
129
Sentry Investment Management
Wisconsin
$5.75M 53,978 +19,961 +59%
MAM
130
Marquette Asset Management
Minnesota
$5.73M 53,809 -1,041 -2%
SC
131
SouthState Corp
Florida
$5.69M 53,467 +9,075 +20%
William Blair & Company
132
William Blair & Company
Illinois
$5.41M 50,785 -658 -1%
LWM
133
LBA Wealth Management
Florida
$5.14M 48,253 +48,253 New
LS
134
Lattice Strategies
Pennsylvania
$4.96M 46,605 +425 +0.9%
CMP
135
Courage Miller Partners
Virginia
$4.91M 46,105 -10,671 -19%
CFS
136
Community Financial System
New York
$4.83M 45,350 +5,000 +12%
ST
137
Sentinel Trust
Texas
$4.55M 42,792 +1,000 +2%
SI
138
SII Investments
Wisconsin
$4.54M 42,530 +6,620 +18%
PWW
139
Pettyjohn Wood & White
Virginia
$4.15M 38,975 -1,100 -3%
PFA
140
Pure Financial Advisors
California
$4.03M 37,841 -1,536 -4%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$4.01M 37,702 -1,759 -4%
FIG
142
Fusion Investment Group
Pennsylvania
$3.94M 36,970 +36,970 New
B
143
Baird
Wisconsin
$3.87M 36,332 -3,302 -8%
PAS
144
Partnervest Advisory Services
California
$3.71M 34,860 +34,420 +7,823%
HCM
145
Hollencrest Capital Management
California
$3.68M 34,616 +34,616 New
CFB
146
Cullen/Frost Bankers
Texas
$3.56M 33,429 +4,737 +17%
FTIOP
147
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.51M 32,996 -493 -1%
NEPWA
148
New England Private Wealth Advisors
Massachusetts
$3.5M 32,926 -11,473 -26%
SP
149
Sarasin & Partners
United Kingdom
$3.47M 32,633 -2,640 -7%
PIA
150
Peachtree Investment Advisors
Georgia
$3.44M 32,288 +32,288 New
4 5
6
7 8