AGG icon

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 %
FF
401
Friedenthal Financial
New Jersey
$1.05M – – –
MI
402
Montage Investments
Kansas
$1.04M +$533K +4,811 +106%
CANC
403
Culbertson A N & Co
Virginia
$1.04M +$133K +1,200 +15%
SIA
404
Starfire Investment Advisers
Michigan
$1.03M +$81.1K +732 +9%
F
405
Filament
Washington
$1.03M – – –
CAM
406
Concorde Asset Management
Michigan
$1.03M +$478K +4,317 +87%
ASN
407
Advisory Services Network
Georgia
$1.02M +$197K +1,781 +24%
TA
408
Tiedemann Advisors
New York
$1.01M -$93.6K -845 -8%
BL
409
Balentine LLC
Georgia
$1.01M +$266K +2,402 +36%
WAS
410
WESPAC Advisors SoCal
California
$1.01M +$1.01M +9,070 New
JIP
411
Jaffetilchin Investment Partners
Florida
$994K +$2.44K +22 +0.2%
CA
412
Cambridge Advisors
Nebraska
$963K – – –
SAM
413
Shamrock Asset Management
Texas
$957K +$454K +4,094 +90%
PAG
414
Pinnacle Advisory Group
Maryland
$942K +$942K +8,500 New
SCM
415
Shelton Capital Management
Colorado
$921K +$24.5K +221 +3%
SG
416
Strid Group
Pennsylvania
$920K +$19.5K +176 +2%
BC
417
Brinker Capital
Pennsylvania
$917K -$21.8K -197 -2%
PCM
418
Pointe Capital Management
Michigan
$915K -$33.3K -300 -4%
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$915K +$22.2K +200 +2%
HTC
420
Haverford Trust Company
Pennsylvania
$912K – – –
AP
421
Advisors Preferred
Maryland
$898K -$213K -1,926 -19%
CS
422
Credit Suisse
Switzerland
$890K -$3.62M -32,665 -80%
CGL
423
Clarius Group LLC
Washington
$878K – – –
WCM
424
Wealthcare Capital Management
Virginia
$875K +$15.4K +139 +2%
CWM
425
Cranbrook Wealth Management
Michigan
$872K -$312K -2,819 -26%
15 16
17
18 19