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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 %
WA
201
WFG Advisors
Texas
$1.44M 13,450 -1,052 -7%
ATC
202
Argent Trust Company
Louisiana
$1.42M 13,285 +13,285 New
GIP
203
Greatmark Investment Partners
Georgia
$1.41M 13,151 +7 +0.1%
OC
204
Oppenheimer & Co
New York
$1.38M 12,853 +155 +1%
BWAM
205
Boyd Watterson Asset Management
Ohio
$1.31M 12,248 +445 +4%
EWM
206
Empirical Wealth Management
Washington
$1.31M 12,183 +1,360 +13%
BSW
207
Buckingham Strategic Wealth
Missouri
$1.29M 11,994 -2,068 -15%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$1.25M 11,662 -17,653 -60%
BOTW
209
Bank of the West
California
$1.21M 11,285 -3,280 -23%
V
210
Veritable
Delaware
$1.21M 11,285 -2,130 -16%
MCM
211
Maryland Capital Management
Maryland
$1.2M 11,149 -14 -0.1%
AA
212
Alesco Advisors
New York
$1.19M 11,089 +2,724 +33%
OC
213
Oarsman Capital
Wisconsin
$1.18M 11,009 +830 +8%
FAT
214
First American Trust
California
$1.18M 10,958 -938 -8%
HS
215
Huntington Steele
Pennsylvania
$1.16M 10,790 +116 +1%
WF
216
Welch & Forbes
Massachusetts
$1.16M 10,775 -877 -8%
HighTower Advisors
217
HighTower Advisors
Illinois
$1.13M 10,582 -13,304 -56%
F
218
Filament
Washington
$1.13M 10,512 – –
PMFA
219
Plante Moran Financial Advisors
Michigan
$1.13M 10,515 +486 +5%
CAL
220
Capital Analysts LLC
Pennsylvania
$1.13M 10,499 +211 +2%
BPB
221
Badgley, Phelps & Bell
Washington
$1.1M 10,273 -1,491 -13%
CPO
222
Cerity Partners OCIO
New York
$1.04M 9,722 -165 -2%
PA
223
Pinnacle Associates
New York
$1.03M 9,571 +27 +0.3%
SCM
224
Shelton Capital Management
Colorado
$1.02M 9,551 -1,384 -13%
LWA
225
Lenox Wealth Advisors
New York
$1.02M 9,465 +31 +0.3%
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