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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 %
CPO
201
Cerity Partners OCIO
New York
$2.12M +$558K +5,102 +36%
AA
202
Alesco Advisors
New York
$2.11M +$101K +921 +5%
FNBOO
203
First National Bank of Omaha
Nebraska
$2.1M +$6.02K +55 +0.3%
T
204
Thomaspartners
Massachusetts
$2.07M -$11.7K -107 -0.6%
GC
205
Garde Capital
Washington
$2.07M +$2.07M +18,919 New
WA
206
Waverly Advisors
Alabama
$2.05M -$178K -1,627 -8%
AssetMark Inc
207
AssetMark Inc
California
$2.04M -$504K -4,607 -20%
WSFS
208
Wilmington Savings Fund Society
Delaware
$2.03M -$43.2K -395 -2%
EWM
209
Empirical Wealth Management
Washington
$2.02M +$372K +3,404 +23%
BJL
210
Brighton Jones LLC
Washington
$1.89M -$56.3K -515 -3%
SFG
211
SNS Financial Group
Minnesota
$1.82M +$374K +3,416 +26%
LNC
212
Lincoln National Corp
Pennsylvania
$1.82M +$734K +6,713 +68%
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.79M -$38.1K -348 -2%
AWS
214
Aris Wealth Services
Pennsylvania
$1.78M -$62.3K -570 -3%
BJ
215
Brouwer & Janachowski
California
$1.75M -$46.5K -425 -3%
ClearBridge Investments
216
ClearBridge Investments
New York
$1.71M -$37.3K -341 -2%
SF
217
Synovus Financial
Georgia
$1.68M +$445K +4,073 +36%
AFG
218
Albion Financial Group
Utah
$1.64M -$199K -1,820 -11%
FHA
219
First Horizon Advisors
Tennessee
$1.6M -$46.3K -424 -3%
Truist Financial
220
Truist Financial
North Carolina
$1.57M +$149K +1,358 +10%
VC
221
Vicus Capital
Pennsylvania
$1.55M +$73.6K +673 +5%
SAG
222
Sterne Agee Group
Alabama
$1.54M +$1.54M +14,072 New
KFC
223
Klingenstein Fields & Co
New York
$1.54M -$10.9K -100 -0.7%
YP
224
Yellowstone Partners
Idaho
$1.47M +$481K +4,395 +49%
PA
225
Planning Alternatives
Michigan
$1.46M +$1.17M +10,736 +417%
7 8
9
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