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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
12.37%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.82%
New
51
Increased
170
Reduced
145
Closed
42
Calls
$356K
Puts
$842K
Net Calls
-$486K
Net Calls Change
+$89K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.42B
2
BTS
BB&T Securities
Virginia
$145M
3
LPL Financial
LPL Financial
California
$175M
4
BFA
BlackRock Fund Advisors
California
$261M
5
Jane Street
Jane Street
New York
$42.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$320M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$0
4
SAC
Smith Affiliated Capital
New York
$80.1M
5
State Street
State Street
Massachusetts
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
176
Baltimore-Washington Financial Advisors
Maryland
$2.68M +$41K +380 +2%
BA
177
BlackRock Advisors
Delaware
$2.66M – – –
AllianceBernstein
178
AllianceBernstein
Tennessee
$2.65M +$2.65M +24,520 New
RCAG
179
Rehmann Capital Advisory Group
Michigan
$2.61M -$430K -3,987 -14%
TIA
180
Tiemann Investment Advisors
California
$2.59M +$99.7K +924 +4%
NL
181
NWAM LLC
Washington
$2.56M +$331K +3,070 +15%
AssetMark Inc
182
AssetMark Inc
California
$2.51M -$3.61M -33,422 -59%
CCA
183
Catalyst Capital Advisors
New York
$2.48M +$2.48M +23,000 New
CFA
184
CT Financial Advisors
Pennsylvania
$2.38M +$2.38M +21,334 New
PFS
185
Prospera Financial Services
Texas
$2.38M +$2.38M +22,016 New
Sumitomo Mitsui Trust Group
186
Sumitomo Mitsui Trust Group
Japan
$2.36M +$690K +6,397 +41%
GLA
187
Great Lakes Advisors
Illinois
$2.32M +$2.32M +21,491 New
BHBT
188
Burke & Herbert Bank & Trust
Virginia
$2.31M +$32.9K +305 +1%
EK
189
Evensky & Katz
Florida
$2.3M -$41.3K -383 -2%
WA
190
Waverly Advisors
Alabama
$2.2M -$8.18M -75,830 -79%
ICOA
191
Investment Centers of America
North Dakota
$2.2M +$1.85M +17,176 +527%
NG
192
NatWest Group
United Kingdom
$2.18M -$396K -3,669 -15%
AT
193
Arden Trust
Delaware
$2.17M +$1.06M +9,805 +96%
FNBT
194
FineMark National Bank & Trust
Florida
$2.14M +$154K +1,426 +8%
CCFCSB
195
Cape Cod Five Cents Savings Bank
Massachusetts
$2.11M +$316K +2,930 +18%
FNBOO
196
First National Bank of Omaha
Nebraska
$2.06M +$226K +2,094 +12%
T
197
Thomaspartners
Massachusetts
$2.05M -$43.9K -407 -2%
WSFS
198
Wilmington Savings Fund Society
Delaware
$2.04M -$62.5K -579 -3%
AA
199
Alesco Advisors
New York
$1.98M +$130K +1,205 +7%
BJL
200
Brighton Jones LLC
Washington
$1.92M -$112K -1,039 -6%
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