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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 %
BHBT
326
Burke & Herbert Bank & Trust
Virginia
$2.18M -$69.7K -629 -3%
MHS
327
M Holdings Securities
Oregon
$2.12M -$36.5K -329 -2%
AAM
328
Autus Asset Management
Arizona
$2.05M +$588K +5,306 +40%
AIA
329
Allegis Investment Advisors
Idaho
$2.04M +$539K +4,867 +36%
LOT
330
Lombard Odier Transatlantic
Quebec, Canada
$2.04M +$1.24M +11,150 +154%
CLOS
331
Compagnie Lombard Odier SCmA
Switzerland
$2.04M +$1.24M +11,150 +154%
SCP
332
Syntal Capital Partners
Texas
$2.01M +$68.7K +620 +4%
BJL
333
Brighton Jones LLC
Washington
$2.01M -$672K -6,060 -25%
GC
334
Garde Capital
Washington
$1.99M -$56.5K -510 -3%
WSFS
335
Wilmington Savings Fund Society
Delaware
$1.97M -$33.4K -301 -2%
KA
336
Kovack Advisors
Florida
$1.96M +$824K +7,434 +72%
BC
337
Bartlett & Co
Ohio
$1.96M +$41.6K +375 +2%
OC
338
Oarsman Capital
Wisconsin
$1.93M +$813K +7,339 +73%
TSW
339
Thompson Siegel & Walmsley
Virginia
$1.9M +$643K +5,800 +51%
IIC
340
Integrated Investment Consultants
Michigan
$1.87M +$56.6K +510 +3%
CAG
341
Crestwood Advisors Group
Massachusetts
$1.87M +$1.87M +16,834 New
1832 Asset Management
342
1832 Asset Management
Ontario, Canada
$1.86M – – –
CIA
343
Capital Investment Advisors
Georgia
$1.85M -$78.9K -712 -4%
HH
344
Hilltop Holdings
Texas
$1.84M -$50.5K -456 -3%
T
345
Thomaspartners
Massachusetts
$1.83M -$1.11K -10 -0.1%
SCM
346
Summit Capital Management
Washington
$1.82M -$21.4K -193 -1%
TFCP
347
Twin Focus Capital Partners
Massachusetts
$1.81M +$652K +9,208 +56%
KFC
348
Klingenstein Fields & Co
New York
$1.72M +$332 +3 +0%
KL
349
KWMG LLC
Kansas
$1.7M -$154K -1,390 -8%
RPG
350
Risk Paradigm Group
Texas
$1.68M +$58K +523 +4%
12 13
14
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