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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 %
NFG
501
NewFocus Financial Group
Washington
$463K +$18.3K +165 +4%
FC
502
FCA Corp
Texas
$461K +$4.21K +38 +0.9%
BFC
503
Blue Fin Capital
Rhode Island
$460K -$178K -1,609 -28%
FFC
504
First Financial Corp
Indiana
$458K -$133K -1,201 -23%
KCM
505
Karp Capital Management
California
$454K +$454K +4,095 New
JWS
506
Juncture Wealth Strategies
Arizona
$451K +$79.8K +720 +21%
GJIC
507
Gamble Jones Investment Counsel
California
$447K +$89.9K +811 +25%
WDL
508
Well Done LLC
Michigan
$443K +$443K +3,999 New
DAC
509
Dividend Assets Capital
South Carolina
$440K -$154K -1,385 -26%
PG
510
Patten Group
Tennessee
$436K +$38.2K +345 +10%
CC
511
Courier Capital
New York
$418K -$27.7K -250 -6%
TFO
512
Tarbox Family Office
California
$409K +$409K +3,687 New
TCB
513
Texas Capital Bancshares
Texas
$409K +$409K +3,693 New
SDWMA
514
Schneider Downs Wealth Management Advisors
Pennsylvania
$404K +$8.32K +75 +2%
VIA
515
Vantage Investment Advisors
Pennsylvania
$401K +$32K +289 +9%
TI
516
Truepoint Inc
Ohio
$400K -$8.98K -81 -2%
TCOT
517
Trust Company of Toledo
Ohio
$395K – – –
SFA
518
Sequoia Financial Advisors
Ohio
$394K -$15.2K -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 -$44.1K -398 -10%
CAM
522
Cubic Asset Management
Massachusetts
$386K – – –
SSB
523
Sandy Spring Bank
Maryland
$377K -$27.7K -250 -7%
SFS
524
Summit Financial Strategies
Ohio
$375K -$84.6K -763 -18%
SRC
525
Shufro Rose & Co
New York
$370K +$370K +3,341 New
19 20
21
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