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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 %
SMDAM
426
Sumitomo Mitsui DS Asset Management
Japan
$871K +$42.7K +386 +5%
WS
427
Wedbush Securities
California
$869K +$451K +4,066 +108%
ClearBridge Investments
428
ClearBridge Investments
New York
$858K -$4.99K -45 -0.6%
PCMC
429
Paragon Capital Management (Colorado)
Colorado
$855K +$424K +3,827 +98%
WTC
430
WhitTier Trust Company
Nevada
$854K -$171K -1,546 -17%
MVIP
431
Mar Vista Investment Partners
California
$848K – – –
BWAM
432
Boyd Watterson Asset Management
Ohio
$843K -$118K -1,065 -12%
WPC
433
White Pine Capital
Minnesota
$823K – – –
GIP
434
Greatmark Investment Partners
Georgia
$818K – – –
DAS
435
Dynamic Advisor Solutions
Arizona
$814K +$75K +676 +10%
TF
436
Tompkins Financial
New York
$811K -$393K -3,543 -33%
FAM
437
Foothills Asset Management
Arizona
$803K -$19.9K -180 -2%
DAM
438
Delta Asset Management
Tennessee
$801K -$1.66K -15 -0.2%
HCA
439
Harbour Capital Advisors
Virginia
$798K -$144K -1,300 -15%
SMC
440
Smith, Moore & Co
Missouri
$797K +$77.8K +702 +11%
BJ
441
Brouwer & Janachowski
California
$795K -$13.6K -123 -2%
EAMA
442
EFG Asset Management (Americas)
Florida
$790K – – –
PO
443
Private Ocean
California
$783K -$96.1K -867 -11%
DC
444
Davenport & Co
Virginia
$771K +$771K +6,953 New
BWFA
445
Baltimore-Washington Financial Advisors
Maryland
$762K -$58K -524 -7%
PAS
446
Partnervest Advisory Services
California
$758K -$3.19M -28,823 -81%
TAM
447
Taurus Asset Management
New York
$754K – – –
LWA
448
Lenox Wealth Advisors
New York
$750K -$4.21K -38 -0.6%
CAM
449
Cidel Asset Management
Ontario, Canada
$743K – – –
TCM
450
Traynor Capital Management
Pennsylvania
$732K +$168K +1,516 +30%
16 17
18
19 20