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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 %
LFG
251
LifePlan Financial Group
Ohio
$4.07M -$655K -5,913 -14%
CIM
252
Cetera Investment Management
California
$3.94M -$479K -4,317 -11%
PA
253
Planning Alternatives
Michigan
$3.92M +$249K +2,244 +7%
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.88M +$1.82M +16,454 +89%
HCM
255
Hollencrest Capital Management
California
$3.88M -$30.1K -272 -0.8%
IFS
256
Ifrah Financial Services
Arkansas
$3.84M +$110K +994 +3%
RCAG
257
Rehmann Capital Advisory Group
Michigan
$3.77M -$1.29M -11,663 -26%
CB
258
Community Bank
New York
$3.7M +$7.2K +65 +0.2%
FMW
259
Farr Miller & Washington
District of Columbia
$3.61M +$316K +2,851 +10%
UB
260
UMB Bank
Missouri
$3.6M -$103K -931 -3%
CFGF
261
Compass Financial Group (Florida)
Florida
$3.59M +$523K +4,716 +17%
LP
262
LGL Partners
Pennsylvania
$3.56M -$699K -6,308 -16%
CCP
263
Cardan Capital Partners
Colorado
$3.52M +$1.49M +13,433 +73%
MAM
264
Marquette Asset Management
Minnesota
$3.49M -$1.41M -12,687 -29%
WCM
265
Windsor Capital Management
Arizona
$3.45M +$298K +2,689 +9%
JGIA
266
Jackson Grant Investment Advisers
Connecticut
$3.43M +$1.21M +10,908 +54%
RBC
267
Ronald Blue & Co
Georgia
$3.41M -$6.06M -54,662 -64%
MIAN
268
Mariner Independent Advisor Network
Kansas
$3.36M +$3.36M +30,415 New
CTA
269
Chesley Taft & Associates
Illinois
$3.3M +$33.3K +300 +1%
CBT
270
Central Bank & Trust
Kentucky
$3.29M +$3.24M +29,202 +6,148%
PCMK
271
Paragon Capital Management (Kansas)
Kansas
$3.27M +$75.6K +682 +2%
IGIM
272
I.G. Investment Management
Manitoba, Canada
$3.23M +$1.44M +13,000 +81%
EIM
273
Emerson Investment Management
Massachusetts
$3.23M -$302K -2,724 -9%
FFS
274
Founders Financial Securities
Maryland
$3.22M -$179K -1,617 -5%
SFG
275
SNS Financial Group
Minnesota
$3.18M -$27.6K -249 -0.9%
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