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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 %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$7.97M +$247K +2,239 +3%
PAS
152
Partnervest Advisory Services
California
$7.93M -$298K -2,709 -4%
CB
153
Community Bank
New York
$7.77M +$7.77M +70,600 New
FIG
154
Fusion Investment Group
Pennsylvania
$7.73M -$577K -5,243 -7%
PIA
155
Peachtree Investment Advisors
Georgia
$7.63M +$4.71M +43,258 +162%
IFWM
156
Institute for Wealth Management
Colorado
$7.58M -$2.09M -19,010 -22%
AllianceBernstein
157
AllianceBernstein
Tennessee
$7.52M +$1.28M +11,625 +21%
DPI
158
Diversified Portfolios Inc
Michigan
$7.36M +$7.36M +66,849 New
M&T Bank
159
M&T Bank
New York
$6.97M -$545K -4,945 -7%
CWM
160
Confluence Wealth Management
Oregon
$6.68M +$6.68M +60,658 New
B
161
Baird
Wisconsin
$6.67M +$2.17M +19,741 +48%
RJT
162
Raymond James Trust
Florida
$6.63M -$198K -1,797 -3%
PAMG
163
Patton Albertson Miller Group
Tennessee
$6.62M +$5.8M +52,652 +710%
RIA
164
Regal Investment Advisors
Michigan
$6.39M +$528K +4,796 +9%
MCM
165
MV Capital Management
Maryland
$6.21M +$6.21M +56,355 New
PP
166
Palladium Partners
Virginia
$6.2M +$69.9K +635 +1%
AIM
167
Astor Investment Management
Illinois
$6.04M +$6.04M +54,840 New
EGA
168
E&G Advisors
Texas
$6.01M +$2.75M +24,956 +84%
SIM
169
Sentry Investment Management
Wisconsin
$5.94M – – –
VKH
170
Virtu KCG Holdings
New York
$5.89M +$3.89M +35,324 +194%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$5.87M +$946K +8,587 +19%
CG
172
Carlyle Group
District of Columbia
$5.79M +$5.79M +52,583 New
MAM
173
Meeder Asset Management
Ohio
$5.78M +$5.78M +52,480 New
DRS
174
Deane Retirement Strategies
Louisiana
$5.77M +$5.77M +52,389 New
William Blair & Company
175
William Blair & Company
Illinois
$5.75M -$69.4K -630 -1%
5 6
7
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