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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 %
SAC
351
Smith Affiliated Capital
New York
$1.66M -$73.4M – –
TCM
352
Telos Capital Management
California
$1.66M +$94.2K +850 +6%
EWM
353
Empirical Wealth Management
Washington
$1.63M +$80.4K +725 +5%
EC
354
Estate Counselors
Wisconsin
$1.63M -$839K -7,570 -34%
BOTW
355
Bank of the West
California
$1.62M +$314K +2,833 +24%
SWM
356
SVA Wealth Management
Wisconsin
$1.61M +$125K +1,126 +8%
AWM
357
Altavista Wealth Management
North Carolina
$1.59M +$29.3K +264 +2%
CDIA
358
Capital Directions Investment Advisors
Georgia
$1.59M – – –
CIM
359
Cambria Investment Management
California
$1.58M – – –
PA
360
Pinnacle Associates
New York
$1.58M +$48.8K +440 +3%
NB
361
NBT Bank
New York
$1.57M +$1.05M +9,451 +202%
SFM
362
Signature Financial Management
Virginia
$1.57M -$6.3M -56,950 -80%
Luther King Capital Management (LKCM)
363
Luther King Capital Management (LKCM)
Texas
$1.55M +$150K +1,355 +11%
MCM
364
Maryland Capital Management
Maryland
$1.55M -$74.9K -676 -5%
SEI Investments
365
SEI Investments
Pennsylvania
$1.55M -$188K -1,699 -11%
BBA
366
BLB&B Advisors
Pennsylvania
$1.54M +$244K +2,205 +19%
NEPWA
367
New England Private Wealth Advisors
Massachusetts
$1.5M +$25.5K +230 +2%
CCM
368
Colorado Capital Management
Colorado
$1.5M -$13.1K -118 -0.9%
First Trust Advisors
369
First Trust Advisors
Illinois
$1.49M +$1.14M +10,258 +319%
PAM
370
Peak Asset Management
Colorado
$1.48M +$137K +1,233 +10%
CS
371
Comerica Securities
Michigan
$1.45M +$1.45M +13,068 New
FTIOP
372
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.44M – – –
JA
373
JOYN Advisors
Georgia
$1.43M -$530K -4,786 -27%
CIC
374
Cutler Investment Counsel
Oregon
$1.42M +$1.42M +12,824 New
PCA
375
Peddock Capital Advisors
Massachusetts
$1.41M +$102K +920 +8%
13 14
15
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