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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$374M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.81B
3
EWA
EP Wealth Advisors
California
$119M
4
SCM
SCS Capital Management
Massachusetts
$133M
5
RJA
Raymond James & Associates
Florida
$330M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$38.8M
2
SAC
Smith Affiliated Capital
New York
$80.8K
3
SCM
Saba Capital Management
New York
$2.99M
4
LPL Financial
LPL Financial
California
$139M
5
SG Americas Securities
SG Americas Securities
New York
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
176
Ifrah Financial Services
Arkansas
$3.59M +$48.7K +446 +1%
FTIOP
177
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.52M -$67.7K -620 -2%
CCFCSB
178
Cape Cod Five Cents Savings Bank
Massachusetts
$3.41M +$747K +6,844 +28%
AF
179
Arrow Financial
New York
$3.38M +$2.64M +24,218 +356%
PFA
180
Pure Financial Advisors
California
$3.37M -$363K -3,328 -10%
HI
181
Hudock Inc
Pennsylvania
$3.37M +$3.37M +30,856 New
FFC
182
First Financial Corp
Indiana
$3.33M -$144K -1,320 -4%
PFS
183
Prospera Financial Services
Texas
$3.25M +$408K +3,738 +14%
EGA
184
E&G Advisors
Texas
$3.23M +$1.02M +9,388 +46%
LNC
185
Lincoln National Corp
Pennsylvania
$3.2M +$1.39M +12,771 +77%
EIM
186
Emerson Investment Management
Massachusetts
$3.11M +$50.5K +463 +2%
BAC
187
Boys Arnold & Co
North Carolina
$3.1M -$93.9K -861 -3%
WF
188
WealthTrust Fairport
Ohio
$3.09M +$109K +998 +4%
MFO
189
Marcuard Family Office
Switzerland
$3.07M +$3.07M +28,230 New
RCAG
190
Rehmann Capital Advisory Group
Michigan
$3.04M +$277K +2,535 +10%
WCM
191
Windsor Capital Management
Arizona
$3.01M +$59.6K +546 +2%
SCM
192
Saba Capital Management
New York
$2.99M -$73.1M -669,851 -96%
FBNAT
193
FirstMerit Bank N.A. Trustee
Ohio
$2.98M -$99.1K -908 -3%
PIA
194
Peachtree Investment Advisors
Georgia
$2.92M -$82.8K -759 -3%
BWFA
195
Baltimore-Washington Financial Advisors
Maryland
$2.84M +$197K +1,805 +7%
SFPM
196
Sensible Financial Planning & Management
Massachusetts
$2.73M +$2.73M +25,400 New
CAL
197
Capital Analysts LLC
Pennsylvania
$2.72M +$124K +1,139 +5%
CFB
198
Cullen/Frost Bankers
Texas
$2.71M +$41.5K +380 +2%
BA
199
BlackRock Advisors
Delaware
$2.69M – – –
TIA
200
Tiemann Investment Advisors
California
$2.64M +$98.7K +905 +4%
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