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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
LFG
251
LifePlan Financial Group
Ohio
$4.07M -$647K -5,913 -14%
CIM
252
Cetera Investment Management
California
$3.94M -$472K -4,317 -11%
PA
253
Planning Alternatives
Michigan
$3.92M +$246K +2,244 +7%
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.88M +$1.8M +16,454 +89%
HCM
255
Hollencrest Capital Management
California
$3.88M -$29.8K -272 -0.8%
IFS
256
Ifrah Financial Services
Arkansas
$3.84M +$109K +994 +3%
RCAG
257
Rehmann Capital Advisory Group
Michigan
$3.77M -$1.28M -11,663 -26%
CB
258
Community Bank
New York
$3.7M +$7.11K +65 +0.2%
FMW
259
Farr Miller & Washington
District of Columbia
$3.61M +$312K +2,851 +10%
UB
260
UMB Bank
Missouri
$3.6M -$102K -931 -3%
CFGF
261
Compass Financial Group (Florida)
Florida
$3.58M +$516K +4,716 +17%
LP
262
LGL Partners
Pennsylvania
$3.56M -$690K -6,308 -16%
CCP
263
Cardan Capital Partners
Colorado
$3.52M +$1.47M +13,433 +73%
MAM
264
Marquette Asset Management
Minnesota
$3.49M -$1.39M -12,687 -29%
WCM
265
Windsor Capital Management
Arizona
$3.45M +$294K +2,689 +9%
JGIA
266
Jackson Grant Investment Advisers
Connecticut
$3.43M +$1.19M +10,908 +54%
RBC
267
Ronald Blue & Co
Georgia
$3.4M -$5.98M -54,662 -64%
MIAN
268
Mariner Independent Advisor Network
Kansas
$3.36M +$3.33M +30,415 New
CTA
269
Chesley Taft & Associates
Illinois
$3.3M +$32.8K +300 +1%
CBT
270
Central Bank & Trust
Kentucky
$3.29M +$3.2M +29,202 +6,148%
PCMK
271
Paragon Capital Management (Kansas)
Kansas
$3.27M +$74.6K +682 +2%
IGIM
272
I.G. Investment Management
Manitoba, Canada
$3.23M +$1.42M +13,000 +81%
EIM
273
Emerson Investment Management
Massachusetts
$3.23M -$298K -2,724 -9%
FFS
274
Founders Financial Securities
Maryland
$3.22M -$177K -1,617 -5%
SFG
275
SNS Financial Group
Minnesota
$3.18M -$27.3K -249 -0.9%

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.