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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 %
EK
176
Evensky & Katz
Florida
$2M 18,619 +463 +3%
AFG
177
Albion Financial Group
Utah
$1.91M 17,769 -558 -3%
BJL
178
Brighton Jones LLC
Washington
$1.9M 17,718 +685 +4%
CA
179
Commerzbank Aktiengesellschaft
Germany
$1.86M 17,334 -2,776 -14%
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Missouri
$1.85M 17,245 -47 -0.3%
HF
181
Hoxton Financial
West Virginia
$1.83M 17,051 -3,805 -18%
SI
182
Stephens Inc
Arkansas
$1.82M 16,996 +165 +1%
HJA
183
Hugh Johnson Advisors
New York
$1.81M 16,900 -90,716 -84%
Truist Financial
184
Truist Financial
North Carolina
$1.81M 16,897 +308 +2%
FAAS
185
First Allied Advisory Services
California
$1.79M 16,728 -77,210 -82%
Mariner
186
Mariner
Kansas
$1.77M 16,502 -4,694 -22%
ClearBridge Investments
187
ClearBridge Investments
New York
$1.76M 16,446 +2,772 +20%
FNBOO
188
First National Bank of Omaha
Nebraska
$1.75M 16,305 +755 +5%
RIA
189
Regal Investment Advisors
Michigan
$1.72M 16,005 -8,005 -33%
CA
190
Cetera Advisors
Colorado
$1.7M 15,850 -17,342 -52%
SCA
191
Salient Capital Advisors
Texas
$1.68M 15,685 -1,588 -9%
JIP
192
Jaffetilchin Investment Partners
Florida
$1.68M 15,662 -2,199 -12%
AWS
193
Aris Wealth Services
Pennsylvania
$1.63M 15,178 -4,648 -23%
AGA
194
Accuvest Global Advisors
Utah
$1.59M 14,860 -19,715 -57%
FHA
195
First Horizon Advisors
Tennessee
$1.56M 14,506 +11,602 +400%
AWM
196
Altavista Wealth Management
North Carolina
$1.53M 14,224 +11,910 +515%
CS
197
Credit Suisse
Switzerland
$1.51M 14,082 -18,656 -57%
KFC
198
Klingenstein Fields & Co
New York
$1.5M 13,960 – –
BWP
199
BSW Wealth Partners
Colorado
$1.46M 13,594 -356 -3%
IAS
200
INR Advisory Services
Pennsylvania
$1.45M 13,530 -46 -0.3%
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