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iShares Core US Aggregate Bond ETF

648 hedge funds and large institutions have $25.6B invested in iShares Core US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 300 increasing their positions, 211 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 211

35% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 51

15% more capital invested

Capital invested by funds: $22.3B → $25.6B (+$3.27B)

12% more funds holding in top 10

Funds holding in top 10: 135151 (+16)

2% more funds holding

Funds holding: 638648 (+10)

1.12% more ownership

Funds ownership: 72.79%73.91% (+1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.9M

Holders
648
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
17.27%
Holding in Top 10
151
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.85%
% of All Funds
4.02%
New
69
Increased
300
Reduced
211
Closed
51
Calls
Puts
$1.9M
Net Calls
-$1.9M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
226
Hefty Wealth Partners
Indiana
$5.62M -$1.25M -11,425 -18%
ACM
227
Argentus Capital Management
Texas
$5.44M +$2.83M +25,879 +112%
WCM
228
Wunderlich Capital Managemnt
Tennessee
$5.37M +$79K +722 +2%
GLA
229
Great Lakes Advisors
Illinois
$5.2M +$1.05M +9,571 +26%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$5.09M +$1.57M +14,365 +45%
WF
231
WealthTrust Fairport
Ohio
$5.05M -$793K -7,246 -14%
BSB
232
Bangor Savings Bank
Maine
$5.05M +$87.3K +798 +2%
RWG
233
Regal Wealth Group
California
$5M +$53.7K +491 +1%
RhumbLine Advisers
234
RhumbLine Advisers
Massachusetts
$4.93M -$3.87M -35,370 -44%
WP
235
WealthSource Partners
California
$4.84M +$4.78M +43,664 New
TAT
236
TD Ameritrade Trust
Colorado
$4.83M -$9.47M -86,505 -67%
FMWA
237
Forvis Mazars Wealth Advisors
Missouri
$4.77M +$4.71M +43,024 New
PIA
238
Peachtree Investment Advisors
Georgia
$4.73M -$128K -1,166 -3%
ST
239
Sentinel Trust
Texas
$4.62M -$396K -3,619 -8%
LWM
240
LBA Wealth Management
Florida
$4.53M -$54.6K -499 -1%
SP
241
Sarasin & Partners
United Kingdom
$4.5M +$67.2K +614 +2%
JIC
242
Johnson Investment Counsel
Ohio
$4.31M +$110K +1,002 +3%
TNBTD
243
Trustmark National Bank Trust Department
Mississippi
$4.29M -$846K -7,727 -17%
STMM
244
South Texas Money Management
Texas
$4.29M -$11.1K -101 -0.3%
PWW
245
Pettyjohn Wood & White
Virginia
$4.27M +$665K +6,075 +19%
HI
246
Hudock Inc
Pennsylvania
$4.24M -$1.08M -9,866 -21%
SSWM
247
Smith Salley Wealth Management
North Carolina
$4.2M +$855K +7,811 +26%
TIA
248
Tiemann Investment Advisors
California
$4.11M +$5.8K +53 +0.1%
HCM
249
Horan Capital Management
Maryland
$4.1M +$794K +7,252 +24%
CFA
250
Capstone Financial Advisors
Illinois
$4.08M -$1.58M -14,451 -28%

AGG Hedge Fund Activity: Q1 2016 in Review

648 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2016, worth a combined $25.6B — up 15% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AGG positions and 51 closed out — a net gain of 18 holders — while 300 added to existing stakes and 211 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $447M. The largest seller was BlackRock Institutional Trust, cutting an estimated $440M.

  • 648 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2016, up from 638 in Q4 2015.
  • Funds reported $25.6B of iShares Core US Aggregate Bond ETF stock for Q1 2016, up 15% quarter-over-quarter.
  • 69 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2016 and 51 closed out, a net change of +18 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2016 was BlackRock Fund Advisors, an estimated $447M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2016 was BlackRock Institutional Trust, an estimated $440M sold.

Based on aggregated 13F filings for Q1 2016.