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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
+$452M
2
MFRM
Milliman Financial Risk Management
Illinois
+$332M
3
SCM
SCS Capital Management
Massachusetts
+$323M
4
Wells Fargo
Wells Fargo
California
+$212M
5
UBS Group
UBS Group
Switzerland
+$160M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$446M
2
SAC
Smith Affiliated Capital
New York
-$73.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$58.6M
4
Lazard Asset Management
Lazard Asset Management
New York
-$47M
5
Barclays
Barclays
United Kingdom
-$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
276
UBS AM
Illinois
$3.17M -$6.95M – –
VFS
277
VSR Financial Services
Kansas
$3.17M -$975K -8,800 -24%
FBNAT
278
FirstMerit Bank N.A. Trustee
Ohio
$3.15M -$16.2K -146 -0.5%
CFB
279
Cullen/Frost Bankers
Texas
$3.14M -$1.47M -13,259 -32%
PFA
280
Pure Financial Advisors
California
$3.13M -$288K -2,604 -8%
LI
281
Longer Investments
Arkansas
$3.12M -$2.19M -19,750 -41%
Manulife (Manufacturers Life Insurance)
282
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.12M +$166K +1,506 +6%
MCM
283
Makena Capital Management
California
$3.12M -$1.51M -13,619 -33%
WA
284
Waverly Advisors
Alabama
$3.1M -$16.6M -149,941 -84%
YP
285
Yellowstone Partners
Idaho
$3.1M +$645K +5,820 +26%
WAM
286
Wolverine Asset Management
Illinois
$3.09M +$857K +7,732 +38%
GWM
287
Geneos Wealth Management
Colorado
$3.08M +$3.08M +27,846 New
CMP
288
Courage Miller Partners
Virginia
$3.05M -$19.4K -175 -0.6%
CFA
289
CT Financial Advisors
Pennsylvania
$2.91M +$131K +1,183 +5%
SS
290
Simplicity Solutions
Minnesota
$2.91M -$1.22M -11,022 -30%
SC
291
Scotia Capital
Ontario, Canada
$2.84M +$2.59M +23,390 +1,044%
OC
292
Oppenheimer & Co
New York
$2.83M +$574K +5,182 +26%
CCM
293
Coldstream Capital Management
Washington
$2.82M +$2.2M +19,869 +357%
BOH
294
Bank of Hawaii
Hawaii
$2.78M +$2.78M +25,050 New
NL
295
NWAM LLC
Washington
$2.76M -$650K -5,866 -19%
SIAM
296
Sterling Investment Advisors (Missouri)
Missouri
$2.76M -$127K -1,146 -4%
LNC
297
Lincoln National Corp
Pennsylvania
$2.74M -$1.46M -13,182 -35%
WB
298
WesBanco Bank
West Virginia
$2.73M -$175K -1,576 -6%
Comerica Bank
299
Comerica Bank
Texas
$2.68M -$1.26M -11,387 -32%
SCA
300
STALEY CAPITAL ADVISERS
Pennsylvania
$2.68M – – –
10 11
12
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