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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.95B +$113M +1,024,919 +4%
BIT
2
BlackRock Institutional Trust
California
$1.31B +$879M +7,980,367 +204%
BlackRock
3
BlackRock
New York
$893M +$2.86M +25,962 +0.3%
Bank of America
4
Bank of America
North Carolina
$724M +$303M +2,751,632 +72%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$483M +$327M +2,966,546 +209%
Creative Planning
6
Creative Planning
Kansas
$455M +$77.2M +701,253 +20%
Morgan Stanley
7
Morgan Stanley
New York
$454M +$151M +1,374,350 +50%
RJA
8
Raymond James & Associates
Florida
$361M +$27.5M +250,005 +8%
SCM
9
SCS Capital Management
Massachusetts
$354M +$220M +1,996,442 +164%
BFA
10
BlackRock Fund Advisors
California
$311M +$12.9M +117,398 +4%
UBS Group
11
UBS Group
Switzerland
$289M +$289M +2,620,978 New
Wells Fargo
12
Wells Fargo
California
$267M +$66.1M +600,057 +33%
US Bancorp
13
US Bancorp
Minnesota
$246M +$13.5M +122,738 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$227M +$53.9M +489,618 +31%
TCT
15
TIAA CREF Trust
Missouri
$217M +$11M +100,003 +5%
QI
16
QS Investors
New York
$204M +$174M +1,580,657 +581%
BTS
17
BB&T Securities
Virginia
$189M +$47.9M +43,523 +34%
KeyBank National Association
18
KeyBank National Association
Ohio
$185M +$51.9M +471,065 +39%
ECM
19
ETrade Capital Management
Virginia
$181M +$4.47M +40,593 +3%
Prudential Financial
20
Prudential Financial
New Jersey
$180M +$1.19M +10,800 +0.7%
IG
21
ING Group
Netherlands
$178M -$16.5M -150,000 -9%
LPL Financial
22
LPL Financial
California
$176M +$35.7M +324,400 +26%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$167M +$18.4M +167,450 +12%
MLICM
24
Metropolitan Life Insurance Company (MetLife)
New York
$133M -$3.88M -35,200 -3%
Goldman Sachs
25
Goldman Sachs
New York
$108M +$33.4M +303,236 +45%
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