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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
FC
451
Financial Consulate
Maryland
$731K +$63.8K +583 +10%
BCM
452
Brookstone Capital Management
Illinois
$731K +$721K +6,592 New
AGA
453
Accuvest Global Advisors
Utah
$725K -$14.8K -135 -2%
FWIA
454
Fort Washington Investment Advisors
Ohio
$720K
AIM
455
Advantage Investment Management
Iowa
$714K -$1.23M -11,271 -64%
Nomura Asset Management
456
Nomura Asset Management
Japan
$707K +$698K +6,380 New
RIM
457
Rampart Investment Management
Connecticut
$702K -$591K -5,404 -46%
William Blair & Company
458
William Blair & Company
Illinois
$702K +$62.9K +575 +10%
WF
459
Welch & Forbes
Massachusetts
$701K -$101K -927 -13%
LWA
460
Lowe Wealth Advisors
Maryland
$698K +$65K +594 +10%
JIR
461
James Investment Research
Ohio
$677K
CM
462
Cornerstone Management
Georgia
$673K +$70.8K +647 +12%
SHA
463
Smith Hayes Advisers
Nebraska
$673K +$220K +2,006 +49%
3C
464
361 Capital
Colorado
$669K +$660K +6,035 New
PV
465
Private Vista
Illinois
$655K +$438 +4 +0.1%
BWP
466
BSW Wealth Partners
Colorado
$652K -$75.3K -688 -10%
IT
467
Independence Trust
Tennessee
$651K
KT
468
Kanaly Trust
Texas
$651K
SCA
469
Salient Capital Advisors
Texas
$642K -$1.75K -16 -0.3%
AII
470
AGF Investments Inc
Ontario, Canada
$640K -$1.82M -16,622 -74%
SCA
471
Snowden Capital Advisors
New York
$635K +$627K +5,733 New
HIIFS
472
Harel Insurance Investments & Financial Services
Israel
$632K -$68.1K -622 -10%
JGUA
473
John G. Ullman & Associates
New York
$627K +$76.6K +700 +14%
HSA
474
HBK Sorce Advisory
Pennsylvania
$626K +$618K +5,649 New
TNB
475
Thomasville National Bank
Georgia
$620K +$41.5K +379 +7%

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.