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iShares Core US Aggregate Bond ETF

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

42% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 211

35% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 51

15% more capital invested

Capital invested by funds: $22.3B → $25.6B (+$3.27B)

12% more funds holding in top 10

Funds holding in top 10: 135151 (+16)

2% more funds holding

Funds holding: 638648 (+10)

1.12% more ownership

Funds ownership: 72.79%73.91% (+1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.9M

Holders
648
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
17.27%
Holding in Top 10
151
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.85%
% of All Funds
4.02%
New
69
Increased
300
Reduced
211
Closed
51
Calls
Puts
$1.9M
Net Calls
-$1.9M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
376
Northern Trust
Illinois
$1.41M +$18.4M +167,695 +15%
Susquehanna International Group
377
Susquehanna International Group
Pennsylvania
$1.41M -$7.58M -69,226 -85%
HS
378
Horan Securities
United States
$1.4M +$1.38M +12,644 New
MGIA
379
Moneta Group Investment Advisors
Missouri
$1.39M +$422K +3,860 +45%
ACP
380
Aviance Capital Partners
Florida
$1.38M +$970K +8,861 +247%
PMFA
381
Plante Moran Financial Advisors
Michigan
$1.36M +$219 +2 +0%
NDSI
382
Newman Dignan & Sheerar Inc
Rhode Island
$1.35M +$68.3K +624 +5%
WA
383
WFG Advisors
Texas
$1.33M +$58.4K +534 +5%
LI
384
LVZ Inc
Michigan
$1.31M +$1.29M +11,786 New
RFWA
385
RPg Family Wealth Advisory
Massachusetts
$1.3M +$1.18M +10,743 +1,137%
BPB
386
Badgley, Phelps & Bell
Washington
$1.28M +$3.83K +35 +0.3%
HS
387
Huntington Steele
Pennsylvania
$1.26M -$91.4K -835 -7%
EDRH
388
Edmond de Rothschild Holding
Switzerland
$1.25M +$40.2K +367 +3%
NAM
389
North American Management
Massachusetts
$1.24M -$1.79M -16,395 -59%
PP
390
Palladium Partners
Virginia
$1.22M -$36.1K -330 -3%
TC
391
Trust Company
Kansas
$1.2M +$272K +2,487 +30%
ATC
392
Adirondack Trust Company
New York
$1.18M
CG
393
Colony Group
Massachusetts
$1.17M +$93.5K +854 +9%
1SB
394
1ST Source Bank
Indiana
$1.13M +$142K +1,293 +15%
GP
395
Girard Partners
Pennsylvania
$1.13M +$442K +4,036 +66%
CI
396
Cavalier Investments
Georgia
$1.12M +$1.1M +10,064 New
Federated Hermes
397
Federated Hermes
Pennsylvania
$1.09M +$1.08M +9,850 New
AFP
398
Ausdal Financial Partners
Iowa
$1.08M +$43.3K +396 +4%
SFPM
399
Sensible Financial Planning & Management
Massachusetts
$1.07M -$215K -1,965 -17%
AWA
400
Arete Wealth Advisors
Illinois
$1.06M +$294K +2,684 +39%

AGG Hedge Fund Activity: Q1 2016 in Review

648 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2016, worth a combined $25.6B — up 15% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AGG positions and 51 closed out — a net gain of 18 holders — while 300 added to existing stakes and 211 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $447M. The largest seller was BlackRock Institutional Trust, cutting an estimated $440M.

  • 648 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2016, up from 638 in Q4 2015.
  • Funds reported $25.6B of iShares Core US Aggregate Bond ETF stock for Q1 2016, up 15% quarter-over-quarter.
  • 69 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2016 and 51 closed out, a net change of +18 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2016 was BlackRock Fund Advisors, an estimated $447M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2016 was BlackRock Institutional Trust, an estimated $440M sold.

Based on aggregated 13F filings for Q1 2016.