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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 %
SSG
201
Summit Securities Group
New York
$2.59M -$5.78M -52,943 -69%
NL
202
NWAM LLC
Washington
$2.58M +$4.36K +40 +0.2%
AA
203
Alesco Advisors
New York
$2.51M +$403K +3,691 +19%
Sumitomo Mitsui Trust Group
204
Sumitomo Mitsui Trust Group
Japan
$2.48M +$74.3K +681 +3%
CS
205
Credit Suisse
Switzerland
$2.43M -$162K -1,481 -6%
BHBT
206
Burke & Herbert Bank & Trust
Virginia
$2.42M +$86.7K +795 +4%
NFG
207
Next Financial Group
Texas
$2.4M +$2.39M +21,900 +19,730%
EK
208
Evensky & Katz
Florida
$2.37M +$63.4K +581 +3%
FIG
209
Fortress Investment Group
New York
$2.37M -$2.18M -20,000 -48%
FNBOO
210
First National Bank of Omaha
Nebraska
$2.32M +$224K +2,055 +11%
FNBT
211
FineMark National Bank & Trust
Florida
$2.31M -$43.9K -402 -2%
AT
212
Arden Trust
Delaware
$2.14M -$27.3K -250 -1%
SCP
213
Syntal Capital Partners
Texas
$2.11M -$36.9K -338 -2%
GC
214
Garde Capital
Washington
$2.11M +$48.7K +446 +2%
AWS
215
Aris Wealth Services
Pennsylvania
$2.06M +$281K +2,578 +16%
SFG
216
SNS Financial Group
Minnesota
$2.03M +$212K +1,939 +12%
BJL
217
Brighton Jones LLC
Washington
$1.98M +$102K +937 +5%
VKH
218
Virtu KCG Holdings
New York
$1.98M -$242K -2,216 -11%
FAT
219
First American Trust
California
$1.98M +$998K +9,147 +102%
T
220
Thomaspartners
Massachusetts
$1.98M -$87.4K -801 -4%
EWM
221
Empirical Wealth Management
Washington
$1.93M -$86.3K -791 -4%
VC
222
Vicus Capital
Pennsylvania
$1.83M +$286K +2,619 +19%
WSFS
223
Wilmington Savings Fund Society
Delaware
$1.82M -$208K -1,907 -10%
BJ
224
Brouwer & Janachowski
California
$1.74M – – –
OC
225
Oakworth Capital
Alabama
$1.72M +$534K +4,856 +45%
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