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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 %
FC
451
Financial Consulate
Maryland
$731K +$64.6K +583 +10%
BCM
452
Brookstone Capital Management
Illinois
$731K +$731K +6,592 New
AGA
453
Accuvest Global Advisors
Utah
$725K -$15K -135 -2%
FWIA
454
Fort Washington Investment Advisors
Ohio
$720K – – –
AIM
455
Advantage Investment Management
Iowa
$714K -$1.25M -11,271 -64%
Nomura Asset Management
456
Nomura Asset Management
Japan
$707K +$707K +6,380 New
RIM
457
Rampart Investment Management
Connecticut
$702K -$599K -5,404 -46%
William Blair & Company
458
William Blair & Company
Illinois
$702K +$63.8K +575 +10%
WF
459
Welch & Forbes
Massachusetts
$701K -$103K -927 -13%
LWA
460
Lowe Wealth Advisors
Maryland
$698K +$65.8K +594 +10%
JIR
461
James Investment Research
Ohio
$677K – – –
CM
462
Cornerstone Management
Georgia
$673K +$71.7K +647 +12%
SHA
463
Smith Hayes Advisers
Nebraska
$673K +$222K +2,006 +49%
3C
464
361 Capital
Colorado
$669K +$669K +6,035 New
PV
465
Private Vista
Illinois
$655K +$444 +4 +0.1%
BWP
466
BSW Wealth Partners
Colorado
$652K -$76.2K -688 -10%
IT
467
Independence Trust
Tennessee
$651K – – –
KT
468
Kanaly Trust
Texas
$651K – – –
SCA
469
Salient Capital Advisors
Texas
$642K -$1.77K -16 -0.3%
AII
470
AGF Investments Inc
Ontario, Canada
$640K -$1.84M -16,622 -74%
SCA
471
Snowden Capital Advisors
New York
$635K +$635K +5,733 New
HIIFS
472
Harel Insurance Investments & Financial Services
Israel
$632K -$69K -622 -10%
JGUA
473
John G. Ullman & Associates
New York
$627K +$77.5K +700 +14%
HSA
474
HBK Sorce Advisory
Pennsylvania
$626K +$626K +5,649 New
TNB
475
Thomasville National Bank
Georgia
$620K +$42K +379 +7%
17 18
19
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