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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 %
AIM
201
Advantage Investment Management
Iowa
$4.2M +$4.2M +38,173 New
LNC
202
Lincoln National Corp
Pennsylvania
$4.2M +$964K +8,754 +30%
RBC
203
Ronald Blue & Co
Georgia
$4.17M -$4.46M -40,480 -52%
LA
204
LVW Advisors
New York
$4.01M +$4.01M +36,443 New
PSW
205
Portfolio Strategies (Washington)
Washington
$3.9M +$3.9M +35,409 New
PWW
206
Pettyjohn Wood & White
Virginia
$3.86M -$99.1K -900 -3%
WA
207
Winfield Associates
Ohio
$3.8M +$3.01M +27,304 +377%
Allianz Asset Management
208
Allianz Asset Management
Germany
$3.76M +$3.76M +34,161 New
CS
209
Credit Suisse
Switzerland
$3.73M +$1.27M +11,532 +52%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$3.72M +$27.1K +246 +0.7%
VFS
211
VSR Financial Services
Kansas
$3.69M +$2.93M +26,640 +389%
AP
212
Advisors Preferred
Maryland
$3.6M +$2.11M +19,196 +143%
CA
213
Commerzbank Aktiengesellschaft
Germany
$3.54M -$4.3M -39,077 -55%
LS
214
Lattice Strategies
Pennsylvania
$3.54M -$146K -1,325 -4%
HP
215
HT Partners
Connecticut
$3.49M +$3.49M +31,708 New
IFS
216
Ifrah Financial Services
Arkansas
$3.45M -$175K -1,591 -5%
CFB
217
Cullen/Frost Bankers
Texas
$3.31M +$581K +5,275 +21%
PFA
218
Pure Financial Advisors
California
$3.29M -$110K -1,000 -3%
VOYA Investment Management
219
VOYA Investment Management
Georgia
$3.28M +$3.28M +29,797 New
FTIOP
220
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.27M -$281K -2,548 -8%
VC
221
Vicus Capital
Pennsylvania
$3.27M +$1.43M +12,945 +77%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$3.26M +$197K +1,785 +6%
TIA
223
Tiemann Investment Advisors
California
$3.25M +$588K +5,340 +22%
CDIA
224
Capital Directions Investment Advisors
Georgia
$3.24M +$3.02M +27,012 +1,374%
EIM
225
Emerson Investment Management
Massachusetts
$3.11M -$34.1K -310 -1%
7 8
9
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