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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
ZB
476
Zions Bancorporation
Utah
$617K -$8.21K -75 -1%
HB
477
Homrich & Berg
Georgia
$612K -$1.39M -12,740 -70%
RTS
478
Round Table Services
New Jersey
$582K +$64.6K +590 +13%
WA
479
Wealth Architects
California
$581K -$48.9K -447 -8%
GWM
480
Gupta Wealth Management
California
$581K +$246K +2,251 +75%
BCM
481
Brookmont Capital Management
Texas
$575K +$2.52K +23 +0.4%
SSWM
482
Sheets Smith Wealth Management
North Carolina
$565K -$13.4K -122 -2%
BHTS
483
Bar Harbor Trust Services
Maine
$543K +$39.7K +363 +8%
SFSG
484
Stearns Financial Services Group
North Carolina
$540K +$22.7K +207 +4%
PWMAG
485
Pinnacle Wealth Management Advisory Group
New Jersey
$538K +$31.7K +290 +6%
OCG
486
Opus Capital Group
Ohio
$522K +$328 +3 +0.1%
FC
487
Forte Capital
New York
$522K +$66.8K +610 +15%
EWM
488
Evercore Wealth Management
New York
$517K +$339K +3,094 +197%
LWM
489
Lenox Wealth Management
Ohio
$514K -$135K -1,238 -21%
CIBC World Market
490
CIBC World Market
Ontario, Canada
$514K -$82.6K -755 -14%
SCG
491
Sonata Capital Group
Washington
$510K +$107K +975 +27%
BRWA
492
B. Riley Wealth Advisors
Florida
$507K +$40.7K +372 +9%
CCFCSB
493
Cape Cod Five Cents Savings Bank
Massachusetts
$506K
WCM
494
Washington Capital Management
Washington
$502K +$496K +4,530 New
MFW
495
Mosaic Family Wealth
Missouri
$488K -$201K -1,837 -29%
FPCP
496
Fort Point Capital Partners
California
$483K +$65.7K +600 +16%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$477K -$70.3K -642 -13%
KWMG
498
King Wealth Management Group
Florida
$477K +$65.3K +597 +16%
OC
499
Oakworth Capital
Alabama
$471K -$399K -3,648 -46%
FA
500
Fagan Associates
New York
$467K +$78.1K +714 +20%

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.