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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.2%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
–
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K

Top Buyers

1
BlackRock
1
BlackRock
New York
$860M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.21B
3
IG
3
ING Group
Netherlands
$151M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
MAA
5
Managed Account Advisors
New Jersey
$68.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
N
2
Natixis
France
$0
3
State Street
3
State Street
Massachusetts
$75.4M
4
Barclays
4
Barclays
United Kingdom
$13.7M
5
FBFS
5
First Business Financial Services
Wisconsin
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
201
Vicus Capital
Pennsylvania
$1.56M 14,630 -5,953 -29%
SCA
202
Salient Capital Advisors
Texas
$1.54M 14,453 -1,232 -8%
KFC
203
Klingenstein Fields & Co
New York
$1.51M 14,160 +200 +1%
ATC
204
Argent Trust Company
Louisiana
$1.49M 13,990 +705 +5%
JIP
205
Jaffetilchin Investment Partners
Florida
$1.45M 13,633 -2,029 -13%
EWM
206
Empirical Wealth Management
Washington
$1.44M 13,565 +1,382 +11%
IAS
207
INR Advisory Services
Pennsylvania
$1.42M 13,369 -161 -1%
Truist Financial
208
Truist Financial
North Carolina
$1.4M 13,167 -3,730 -22%
GIP
209
Greatmark Investment Partners
Georgia
$1.39M 13,074 -77 -0.6%
BHB
210
Bank Hapoalim BM
Israel
$1.39M 10,050 +10,050 New
OC
211
Oppenheimer & Co
New York
$1.38M 12,921 +68 +0.5%
Mariner
212
Mariner
Kansas
$1.33M 12,499 -4,003 -24%
BAM
213
Brave Asset Management
New Jersey
$1.3M 12,200 +12,200 New
BWAM
214
Boyd Watterson Asset Management
Ohio
$1.3M 12,181 -67 -0.5%
CWM
215
Cranbrook Wealth Management
Michigan
$1.29M 12,113 +12,113 New
WA
216
WFG Advisors
Texas
$1.26M 11,825 -1,625 -12%
MCM
217
Maryland Capital Management
Maryland
$1.24M 11,615 +466 +4%
AP
218
Advisors Preferred
Maryland
$1.2M 11,257 +11,257 New
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$1.2M 11,229 -68,571 -86%
FAT
220
First American Trust
California
$1.19M 11,134 +176 +2%
LWA
221
Lenox Wealth Advisors
New York
$1.18M 11,097 +1,632 +17%
V
222
Veritable
Delaware
$1.18M 11,051 -234 -2%
HS
223
Huntington Steele
Pennsylvania
$1.16M 10,850 +60 +0.6%
PMFA
224
Plante Moran Financial Advisors
Michigan
$1.13M 10,650 +135 +1%
CPO
225
Cerity Partners OCIO
New York
$1.13M 10,580 +858 +9%
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