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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 %
MAM
176
Marquette Asset Management
Minnesota
$5.72M +$59.1K +537 +1%
PFS
177
Prospera Financial Services
Texas
$5.7M +$2.41M +21,904 +73%
RIG
178
RiverFront Investment Group
Virginia
$5.67M +$5.67M +51,450 New
GLA
179
Great Lakes Advisors
Illinois
$5.64M -$335K -3,044 -6%
CFA
180
Capstone Financial Advisors
Illinois
$5.4M +$5.4M +49,023 New
SP
181
Sarasin & Partners
United Kingdom
$5.37M +$353K +3,210 +7%
LWM
182
LBA Wealth Management
Florida
$5.34M +$142K +1,290 +3%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$5.18M +$1.09M +9,934 +27%
GWA
184
Genesis Wealth Advisors
Massachusetts
$5.15M +$5.15M +46,258 New
HI
185
Hudock Inc
Pennsylvania
$5.1M +$1.7M +15,419 +50%
CAN
186
Cetera Advisor Networks
California
$5.06M +$763K +6,931 +18%
BSB
187
Bangor Savings Bank
Maine
$5.04M -$37.2K -338 -0.7%
PFG
188
Pacific Financial Group
Washington
$5.01M +$5.01M +45,480 New
DT
189
Diversified Trust
Tennessee
$4.74M +$4.74M +43,072 New
CFS
190
Commonwealth Financial Services
West Virginia
$4.7M +$4.7M +42,641 New
AF
191
Arrow Financial
New York
$4.6M +$1.18M +10,743 +35%
MCM
192
Makena Capital Management
California
$4.6M -$60.7M -551,023 -93%
CMP
193
Courage Miller Partners
Virginia
$4.57M -$40.2K -365 -0.9%
ST
194
Sentinel Trust
Texas
$4.57M +$88.4K +803 +2%
TT
195
Tiedemann Trust
Delaware
$4.56M -$4.84M -43,978 -51%
SCA
196
STALEY CAPITAL ADVISERS
Pennsylvania
$4.52M – – –
HCM
197
Hollencrest Capital Management
California
$4.44M +$580K +5,268 +15%
CA
198
Cetera Advisors
Colorado
$4.35M +$80.7K +732 +2%
TNBTD
199
Trustmark National Bank Trust Department
Mississippi
$4.29M +$337K +3,062 +9%
JWM
200
Jackson Wealth Management
Florida
$4.27M +$4.27M +38,808 New
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