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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
1
BlackRock Fund Advisors
California
$2.57B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$567M
3
SCM
3
SCS Capital Management
Massachusetts
$786M
4
Wells Fargo
4
Wells Fargo
California
$649M
5
UBS Group
5
UBS Group
Switzerland
$713M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$136M
2
SAC
2
Smith Affiliated Capital
New York
$1.66M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$364K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$52.2M
5
Barclays
5
Barclays
United Kingdom
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$164M +$123M +1,107,998 +301%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$153M +$94.8M +855,202 +164%
AssetMark Inc
28
AssetMark Inc
California
$146M +$65.1M +587,291 +80%
MLICM
29
Metropolitan Life Insurance Company (MetLife)
New York
$143M +$4.23M +38,200 +3%
BIT
30
BlackRock Institutional Trust
California
$136M -$446M -4,023,121 -77%
UCFA
31
United Capital Financial Advisors
Texas
$134M +$18.7M +168,681 +16%
Fidelity International
32
Fidelity International
Bermuda
$129M +$16.2M +145,873 +14%
SIM
33
Scottrade Investment Management
Missouri
$125M +$22.7M +205,215 +22%
SB
34
Suntrust Banks
Georgia
$120M -$13.2M -118,690 -10%
CFG
35
CNO Financial Group
Indiana
$115M -$7.44M -67,176 -6%
Barclays
36
Barclays
United Kingdom
$111M -$33.6M -305,803 -23%
HHGA
37
Halbert Hargrove Global Advisors
California
$109M -$1.17M -10,543 -1%
IA
38
IndexIQ Advisors
New York
$109M -$29.5M -266,438 -21%
IG
39
ING Group
Netherlands
$102M – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$95.3M +$52.1M +470,353 +121%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$94.4M +$52.1M +469,852 +123%
DWM
42
Destination Wealth Management
California
$94M – – –
GAIA
43
Global Atlantic Investment Advisors
Indiana
$93.5M +$1.61M +14,557 +2%
HI
44
Horizon Investments
North Carolina
$92M -$2.34M -21,102 -2%
Citigroup
45
Citigroup
New York
$89.3M +$1.41M +12,740 +2%
EA
46
Efficient Advisors
Ohio
$85.6M -$1.99M -17,964 -2%
Stifel Financial
47
Stifel Financial
Missouri
$83.3M -$8.6M -77,637 -9%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$78.7M +$2.36M +21,283 +3%
FA
49
FDx Advisors
Illinois
$76.2M -$6.66M -60,105 -8%
1GA
50
1st Global Advisors
Texas
$76.1M -$2.46M -22,190 -3%
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