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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.

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
1
Creative Planning
Kansas
$374M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.81B
3
EWA
3
EP Wealth Advisors
California
$119M
4
SCM
4
SCS Capital Management
Massachusetts
$133M
5
RJA
5
Raymond James & Associates
Florida
$330M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$2.99M
2
LPL Financial
2
LPL Financial
California
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.2M
4
BTS
4
BB&T Securities
Virginia
$140M
5
Goldman Sachs
5
Goldman Sachs
New York
$73.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.81B 25,759,552 +1,680,462 +7%
BlackRock
2
BlackRock
New York
$882M 8,080,124 +47,175 +0.6%
BIT
3
BlackRock Institutional Trust
California
$427M 3,911,887 +5,938 +0.2%
Bank of America
4
Bank of America
North Carolina
$417M 3,819,285 +273,970 +8%
Creative Planning
5
Creative Planning
Kansas
$374M 3,426,966 +3,326,770 +3,320%
RJA
6
Raymond James & Associates
Florida
$330M 3,025,284 +446,770 +17%
Morgan Stanley
7
Morgan Stanley
New York
$300M 2,748,364 +39,497 +1%
BFA
8
BlackRock Fund Advisors
California
$295M 2,706,479 +108,378 +4%
US Bancorp
9
US Bancorp
Minnesota
$230M 2,111,090 +74,062 +4%
U
10
UBS
Switzerland
$219M 2,003,600 +170,806 +9%
TCT
11
TIAA CREF Trust
Missouri
$204M 1,869,885 +99,576 +6%
Wells Fargo
12
Wells Fargo
California
$199M 1,826,037 +311,003 +21%
IG
13
ING Group
Netherlands
$192M 1,764,076 -105,850 -6%
Prudential Financial
14
Prudential Financial
New Jersey
$177M 1,619,387 -52,106 -3%
ECM
15
ETrade Capital Management
Virginia
$175M 1,606,634 +174,086 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$171M 1,567,824 +143,890 +10%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$155M 1,419,717 +257,302 +22%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$147M 1,348,589 +7,036 +0.5%
BTS
19
BB&T Securities
Virginia
$140M 128,104 -19,538 -13%
LPL Financial
20
LPL Financial
California
$139M 1,271,012 -480,872 -27%
MLICM
21
Metropolitan Life Insurance Company (MetLife)
New York
$136M 1,243,193 +13,790 +1%
SCM
22
SCS Capital Management
Massachusetts
$133M 1,220,294 +726,407 +147%
KeyBank National Association
23
KeyBank National Association
Ohio
$132M 1,212,125 +228,145 +23%
EWA
24
EP Wealth Advisors
California
$119M 1,091,740 +1,088,950 +39,030%
IA
25
IndexIQ Advisors
New York
$105M 963,345 +74,754 +8%
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