We are live on ! Find out more
AGG icon

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
NFG
501
NewFocus Financial Group
Washington
$463K +$18.1K +165 +4%
FC
502
FCA Corp
Texas
$461K +$4.16K +38 +0.9%
BFC
503
Blue Fin Capital
Rhode Island
$460K -$176K -1,609 -28%
FFC
504
First Financial Corp
Indiana
$458K -$131K -1,201 -23%
KCM
505
Karp Capital Management
California
$454K +$448K +4,095 New
JWS
506
Juncture Wealth Strategies
Arizona
$451K +$78.8K +720 +21%
GJIC
507
Gamble Jones Investment Counsel
California
$447K +$88.8K +811 +25%
WDL
508
Well Done LLC
Michigan
$443K +$438K +3,999 New
DAC
509
Dividend Assets Capital
South Carolina
$440K -$152K -1,385 -26%
PG
510
Patten Group
Tennessee
$436K +$37.8K +345 +10%
CC
511
Courier Capital
New York
$418K -$27.4K -250 -6%
TFO
512
Tarbox Family Office
California
$409K +$403K +3,687 New
TCB
513
Texas Capital Bancshares
Texas
$409K +$404K +3,693 New
SDWMA
514
Schneider Downs Wealth Management Advisors
Pennsylvania
$404K +$8.21K +75 +2%
VIA
515
Vantage Investment Advisors
Pennsylvania
$401K +$31.6K +289 +9%
TI
516
Truepoint Inc
Ohio
$400K -$8.86K -81 -2%
TCOT
517
Trust Company of Toledo
Ohio
$395K
SFA
518
Sequoia Financial Advisors
Ohio
$394K -$15K -137 -4%
EDRE
519
Edmond de Rothschild (Europe)
Luxembourg
$393K
AFIA
520
America First Investment Advisors
Nebraska
$391K
MFT
521
Moisand Fitzgerald Tamayo
Florida
$389K -$43.6K -398 -10%
CAM
522
Cubic Asset Management
Massachusetts
$386K
SSB
523
Sandy Spring Bank
Maryland
$377K -$27.4K -250 -7%
SFS
524
Summit Financial Strategies
Ohio
$375K -$83.5K -763 -18%
SRC
525
Shufro Rose & Co
New York
$370K +$366K +3,341 New

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.