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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 %
ZB
476
Zions Bancorporation
Utah
$617K -$8.31K -75 -1%
HB
477
Homrich & Berg
Georgia
$612K -$1.41M -12,740 -70%
RTS
478
Round Table Services
New Jersey
$582K +$65.4K +590 +13%
WA
479
Wealth Architects
California
$581K -$49.5K -447 -8%
GWM
480
Gupta Wealth Management
California
$581K +$249K +2,251 +75%
BCM
481
Brookmont Capital Management
Texas
$575K +$2.55K +23 +0.4%
SSWM
482
Sheets Smith Wealth Management
North Carolina
$565K -$13.5K -122 -2%
BHTS
483
Bar Harbor Trust Services
Maine
$543K +$40.2K +363 +8%
SFSG
484
Stearns Financial Services Group
North Carolina
$540K +$22.9K +207 +4%
PWMAG
485
Pinnacle Wealth Management Advisory Group
New Jersey
$538K +$32.1K +290 +6%
OCG
486
Opus Capital Group
Ohio
$522K +$333 +3 +0.1%
FC
487
Forte Capital
New York
$522K +$67.7K +610 +15%
EWM
488
Evercore Wealth Management
New York
$517K +$343K +3,094 +197%
LWM
489
Lenox Wealth Management
Ohio
$514K -$137K -1,238 -21%
CIBC World Market
490
CIBC World Market
Ontario, Canada
$514K -$83.7K -755 -14%
SCG
491
Sonata Capital Group
Washington
$510K +$108K +975 +27%
BRWA
492
B. Riley Wealth Advisors
Florida
$507K +$41.3K +372 +9%
CCFCSB
493
Cape Cod Five Cents Savings Bank
Massachusetts
$506K – – –
WCM
494
Washington Capital Management
Washington
$502K +$502K +4,530 New
MFW
495
Mosaic Family Wealth
Missouri
$488K -$203K -1,837 -29%
FPCP
496
Fort Point Capital Partners
California
$483K +$66.5K +600 +16%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$477K -$71.1K -642 -13%
KWMG
498
King Wealth Management Group
Florida
$477K +$66.1K +597 +16%
OC
499
Oakworth Capital
Alabama
$471K -$405K -3,648 -46%
FA
500
Fagan Associates
New York
$467K +$79.1K +714 +20%
18 19
20
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