AGG icon

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 %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$11.1M +$3.18M +28,917 +40%
QA
127
Quantitative Advantage
Minnesota
$10.9M -$815K -7,405 -7%
CCG
128
Cypress Capital Group
Florida
$10.9M +$1.16M +10,525 +12%
AIG
129
American International Group
New York
$10.7M +$4.64M +42,116 +76%
Comerica Bank
130
Comerica Bank
Texas
$10.7M +$6.6M +59,974 +162%
AF
131
Allworth Financial
California
$10.7M +$2.71M +24,637 +34%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$10.6M +$267K +2,424 +3%
EWA
133
EP Wealth Advisors
California
$10.6M -$110M -995,865 -91%
FAAM
134
First Allied Asset Management
California
$10.5M +$10.5M +94,955 New
AIM
135
Allen Investment Management
New York
$10.5M +$10.5M +95,300 New
TFF
136
The Family Firm
Maryland
$10.3M +$10.3M +93,629 New
HFS
137
HL Financial Services
Kentucky
$10M -$279K -2,536 -3%
GC
138
Guggenheim Capital
Illinois
$9.95M +$60.3K +548 +0.6%
WT
139
Whittier Trust
California
$9.84M -$605K -5,497 -6%
DLHL
140
Donald L. Hagan LLC
Florida
$9.45M +$9.45M +85,799 New
FFA
141
First Foundation Advisors
California
$9.41M +$9.41M +85,459 New
PA
142
Parkside Advisors
California
$9.39M +$73.6K +668 +0.8%
SI
143
SII Investments
Wisconsin
$8.9M +$876K +7,958 +11%
WT
144
Washington Trust
Rhode Island
$8.87M -$189K -1,714 -2%
OC
145
Oppenheimer & Co
New York
$8.73M +$3.73M +33,893 +75%
BWFM
146
Bridgewater Wealth & Financial Management
Maryland
$8.61M +$8.61M +78,170 New
PAG
147
Private Advisor Group
New Jersey
$8.57M +$1.93M +17,648 +29%
PSI
148
Pinnacle Summer Investments
Virginia
$8.57M +$3.85M +33,030 +82%
VAM
149
Visionary Asset Management
Texas
$8M +$7.79M +70,759 +3,732%
MFS
150
MSI Financial Services
Massachusetts
$7.98M -$3.87M -35,102 -33%
4 5
6
7 8