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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 %
Northern Trust
376
Northern Trust
Illinois
$1.41M +$186K +167,695 +15%
Susquehanna International Group
377
Susquehanna International Group
Pennsylvania
$1.41M -$7.67M -69,226 -85%
HS
378
Horan Securities
United States
$1.4M +$1.4M +12,644 New
MGIA
379
Moneta Group Investment Advisors
Missouri
$1.39M +$428K +3,860 +45%
ACP
380
Aviance Capital Partners
Florida
$1.38M +$982K +8,861 +247%
PMFA
381
Plante Moran Financial Advisors
Michigan
$1.36M +$222 +2 +0%
NDSI
382
Newman Dignan & Sheerar Inc
Rhode Island
$1.35M +$69.1K +624 +5%
WA
383
WFG Advisors
Texas
$1.33M +$59.2K +534 +5%
LI
384
LVZ Inc
Michigan
$1.31M +$1.31M +11,786 New
RFWA
385
RPg Family Wealth Advisory
Massachusetts
$1.3M +$1.19M +10,743 +1,137%
BPB
386
Badgley, Phelps & Bell
Washington
$1.28M +$3.88K +35 +0.3%
HS
387
Huntington Steele
Pennsylvania
$1.26M -$92.5K -835 -7%
EDRH
388
Edmond de Rothschild Holding
Switzerland
$1.25M +$40.7K +367 +3%
NAM
389
North American Management
Massachusetts
$1.24M -$1.82M -16,395 -59%
PP
390
Palladium Partners
Virginia
$1.22M -$36.6K -330 -3%
TC
391
Trust Company
Kansas
$1.2M +$276K +2,487 +30%
ATC
392
Adirondack Trust Company
New York
$1.18M – – –
CG
393
Colony Group
Massachusetts
$1.17M +$94.7K +854 +9%
1SB
394
1ST Source Bank
Indiana
$1.13M +$143K +1,293 +15%
GP
395
Girard Partners
Pennsylvania
$1.13M +$447K +4,036 +66%
CI
396
Cavalier Investments
Georgia
$1.12M +$1.12M +10,064 New
Federated Hermes
397
Federated Hermes
Pennsylvania
$1.09M +$1.09M +9,850 New
AFP
398
Ausdal Financial Partners
Iowa
$1.08M +$43.9K +396 +4%
SFPM
399
Sensible Financial Planning & Management
Massachusetts
$1.07M -$218K -1,965 -17%
AWA
400
Arete Wealth Advisors
Illinois
$1.06M +$298K +2,684 +39%
14 15
16
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