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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

444 hedge funds and large institutions have $11.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 142 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+16
Holders Change %
+3.74%
% of All Funds
12.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.96%
New
43
Increased
198
Reduced
142
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$1.22M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.63B
2
SCM
Saba Capital Management
New York
$76.3M
3
Bank of America
Bank of America
North Carolina
$388M
4
MCM
Makena Capital Management
California
$64.8M
5
SCM
SCS Capital Management
Massachusetts
$54M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$99.5M
2
SAC
Smith Affiliated Capital
New York
$81.2M
3
EARNEST Partners
EARNEST Partners
Georgia
$0
4
IA
IndexIQ Advisors
New York
$97.2M
5
Jane Street
Jane Street
New York
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
176
Prospera Financial Services
Texas
$2.85M +$444K +4,061 +18%
PSI
177
Pinnacle Summer Investments
Virginia
$2.81M +$2.8M +25,638 +39,443%
DWM
178
Destination Wealth Management
California
$2.8M +$9.19K +84 +0.3%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$2.77M +$118K +1,081 +4%
BA
180
BlackRock Advisors
Delaware
$2.69M – – –
CFB
181
Cullen/Frost Bankers
Texas
$2.67M -$170K -1,551 -6%
CCFCSB
182
Cape Cod Five Cents Savings Bank
Massachusetts
$2.67M +$537K +4,910 +25%
BWFA
183
Baltimore-Washington Financial Advisors
Maryland
$2.65M -$65.3K -597 -2%
CS
184
Credit Suisse
Switzerland
$2.6M -$18.7M -171,280 -88%
AIM
185
Astor Investment Management
Illinois
$2.6M +$1.65M +15,128 +175%
CAL
186
Capital Analysts LLC
Pennsylvania
$2.6M +$1.44M +13,140 +124%
NL
187
NWAM LLC
Washington
$2.58M -$13.7K -125 -0.5%
TIA
188
Tiemann Investment Advisors
California
$2.55M -$80.1K -732 -3%
AP
189
Advisors Preferred
Maryland
$2.44M -$490K -4,481 -17%
Sumitomo Mitsui Trust Group
190
Sumitomo Mitsui Trust Group
Japan
$2.41M +$14.2K +130 +0.6%
GLA
191
Great Lakes Advisors
Illinois
$2.38M +$29.5K +270 +1%
FNBT
192
FineMark National Bank & Trust
Florida
$2.36M +$190K +1,734 +9%
RBC
193
Ronald Blue & Co
Georgia
$2.35M -$928K -8,483 -28%
BHBT
194
Burke & Herbert Bank & Trust
Virginia
$2.34M -$2.19K -20 -0.1%
EK
195
Evensky & Katz
Florida
$2.31M -$22.6K -207 -1%
NG
196
NatWest Group
United Kingdom
$2.28M +$70.5K +644 +3%
VKH
197
Virtu KCG Holdings
New York
$2.23M +$447K +4,088 +25%
EGA
198
E&G Advisors
Texas
$2.22M +$520K +4,755 +31%
AT
199
Arden Trust
Delaware
$2.17M -$22.4K -205 -1%
SCP
200
Syntal Capital Partners
Texas
$2.16M +$156K +1,427 +8%
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