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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

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
Holders
648
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
17.29%
Holding in Top 10
151
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.85%
% of All Funds
4.03%
New
69
Increased
300
Reduced
211
Closed
51
Calls
–
Puts
$1.9M
Net Calls
-$1.9M
Net Calls Change
-$5.79M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$2.57B
2
MFRM
Milliman Financial Risk Management
Illinois
$567M
3
SCM
SCS Capital Management
Massachusetts
$786M
4
Wells Fargo
Wells Fargo
California
$649M
5
UBS Group
UBS Group
Switzerland
$713M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$136M
2
SAC
Smith Affiliated Capital
New York
$1.66M
3
Allianz Asset Management
Allianz Asset Management
Germany
$364K
4
Lazard Asset Management
Lazard Asset Management
New York
$52.2M
5
Barclays
Barclays
United Kingdom
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
226
Hefty Wealth Partners
Indiana
$5.62M -$1.27M -11,425 -18%
ACM
227
Argentus Capital Management
Texas
$5.44M +$2.87M +25,879 +112%
WCM
228
Wunderlich Capital Managemnt
Tennessee
$5.37M +$80K +722 +2%
GLA
229
Great Lakes Advisors
Illinois
$5.2M +$1.06M +9,571 +26%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$5.09M +$1.59M +14,365 +45%
WF
231
WealthTrust Fairport
Ohio
$5.05M -$803K -7,246 -14%
BSB
232
Bangor Savings Bank
Maine
$5.05M +$88.4K +798 +2%
RWG
233
Regal Wealth Group
California
$5M +$54.4K +491 +1%
RhumbLine Advisers
234
RhumbLine Advisers
Massachusetts
$4.93M -$3.92M -35,370 -44%
WP
235
WealthSource Partners
California
$4.84M +$4.84M +43,664 New
TAT
236
TD Ameritrade Trust
Colorado
$4.83M -$9.59M -86,505 -67%
FMWA
237
Forvis Mazars Wealth Advisors
Missouri
$4.77M +$4.77M +43,024 New
PIA
238
Peachtree Investment Advisors
Georgia
$4.73M -$129K -1,166 -3%
ST
239
Sentinel Trust
Texas
$4.62M -$401K -3,619 -8%
LWM
240
LBA Wealth Management
Florida
$4.53M -$55.3K -499 -1%
SP
241
Sarasin & Partners
United Kingdom
$4.5M +$68.1K +614 +2%
JIC
242
Johnson Investment Counsel
Ohio
$4.31M +$111K +1,002 +3%
TNBTD
243
Trustmark National Bank Trust Department
Mississippi
$4.29M -$856K -7,727 -17%
STMM
244
South Texas Money Management
Texas
$4.29M -$11.2K -101 -0.3%
PWW
245
Pettyjohn Wood & White
Virginia
$4.27M +$673K +6,075 +19%
HI
246
Hudock Inc
Pennsylvania
$4.24M -$1.09M -9,866 -21%
SSWM
247
Smith Salley Wealth Management
North Carolina
$4.2M +$866K +7,811 +26%
TIA
248
Tiemann Investment Advisors
California
$4.11M +$5.87K +53 +0.1%
HCM
249
Horan Capital Management
Maryland
$4.1M +$804K +7,252 +24%
CFA
250
Capstone Financial Advisors
Illinois
$4.08M -$1.6M -14,451 -28%
8 9
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