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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
Lazard Asset Management
1
Lazard Asset Management
New York
$38.8M
2
SAC
2
Smith Affiliated Capital
New York
$80.8K
3
SCM
3
Saba Capital Management
New York
$2.99M
4
LPL Financial
4
LPL Financial
California
$139M
5
SG Americas Securities
5
SG Americas Securities
New York
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
151
MCF Advisors
Kentucky
$5.19M +$5.19M +48,114 New
LWM
152
LBA Wealth Management
Florida
$5.15M -$21.8K -200 -0.4%
BSB
153
Bangor Savings Bank
Maine
$5.03M +$164K +1,502 +3%
SP
154
Sarasin & Partners
United Kingdom
$4.97M +$894K +8,190 +22%
OC
155
Oppenheimer & Co
New York
$4.96M +$3.65M +33,498 +281%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$4.88M +$348K +3,191 +8%
CPO
157
Cerity Partners OCIO
New York
$4.72M +$2.6M +23,859 +123%
CMP
158
Courage Miller Partners
Virginia
$4.57M +$13.3K +122 +0.3%
SCA
159
STALEY CAPITAL ADVISERS
Pennsylvania
$4.47M – – –
B
160
Baird
Wisconsin
$4.46M +$685K +6,274 +18%
ST
161
Sentinel Trust
Texas
$4.44M +$765K +7,012 +21%
PSI
162
Pinnacle Summer Investments
Virginia
$4.42M +$1.62M +14,821 +58%
BPC
163
Banque Pictet & Cie
Switzerland
$4.39M +$1.33M +12,225 +44%
CAN
164
Cetera Advisor Networks
California
$4.26M +$168K +1,539 +4%
CA
165
Cetera Advisors
Colorado
$4.22M +$197K +1,808 +5%
Comerica Bank
166
Comerica Bank
Texas
$4.05M -$437K -4,007 -10%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$4.04M +$466K +4,270 +13%
ICOA
168
Investment Centers of America
North Dakota
$3.96M -$847K -7,753 -18%
QA
169
Quintium Advisors
Tennessee
$3.95M -$556K -5,100 -12%
PWW
170
Pettyjohn Wood & White
Virginia
$3.93M -$120K -1,100 -3%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$3.92M -$917K -8,407 -19%
SC
172
SouthState Corp
Florida
$3.85M +$2.96M +27,126 +332%
HCM
173
Hollencrest Capital Management
California
$3.83M -$6.77K -62 -0.2%
LS
174
Lattice Strategies
Pennsylvania
$3.65M -$167K -1,530 -4%
NEPWA
175
New England Private Wealth Advisors
Massachusetts
$3.65M +$19.6K +180 +0.5%
5 6
7
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