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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 %
BAS
301
Brown Advisory Securities
Maryland
$2.68M +$532K +4,805 +25%
EWA
302
EP Wealth Advisors
California
$2.67M -$10.1M -91,470 -79%
BAC
303
Boys Arnold & Co
North Carolina
$2.64M -$3.25M -29,360 -55%
BAM
304
Brave Asset Management
New Jersey
$2.64M -$199K -1,800 -7%
PHS
305
Pekin Hardy Strauss
Illinois
$2.63M +$1.79M +16,130 +212%
GBT
306
Grove Bank & Trust
Florida
$2.61M -$6.65K -60 -0.3%
CWM
307
Concert Wealth Management
California
$2.59M +$590K +5,340 +30%
VWA
308
V Wealth Advisors
Kansas
$2.59M +$2.59M +23,412 New
PTC
309
Private Trust Company
Ohio
$2.58M +$449K +4,052 +21%
AIA
310
Affinity Investment Advisors
California
$2.58M – – –
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$2.56M -$326K -2,941 -11%
ACM
312
Arlington Capital Management
Illinois
$2.54M – – –
FNBOO
313
First National Bank of Omaha
Nebraska
$2.51M – – –
Millennium Management
314
Millennium Management
New York
$2.45M +$472K +4,262 +24%
RMC
315
Regis Management Company
California
$2.41M +$98.3K +887 +4%
SWA
316
SFMG Wealth Advisors
Texas
$2.38M -$15.1K -136 -0.6%
CFG
317
Citizens Financial Group
Rhode Island
$2.36M +$323K +2,916 +16%
FT
318
Fiduciary Trust
Massachusetts
$2.36M +$1.26M +11,345 +114%
TC
319
Telemus Capital
Michigan
$2.32M +$2.32M +20,972 New
MG
320
Mather Group
Illinois
$2.31M +$2.31M +20,866 New
NEIRG
321
New England Investment & Retirement Group
Massachusetts
$2.31M +$436K +3,931 +23%
EK
322
Evensky & Katz
Florida
$2.3M -$12.3K -111 -0.5%
ICAS
323
Investors Capital Advisory Services
Massachusetts
$2.27M +$1M +9,031 +79%
FFBTD
324
First Financial Bank - Trust Division
Ohio
$2.23M +$212K +1,910 +10%
GW
325
GW & Wade
Massachusetts
$2.21M +$904K +8,158 +69%
11 12
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