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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
526
Next Financial Group
Texas
$369K +$25.8K +233 +8%
Allianz Asset Management
527
Allianz Asset Management
Germany
$364K -$58.6M -528,829 -99%
ISB
528
Iowa State Bank
Iowa
$364K +$364K +3,284 New
RFS
529
Rockefeller Financial Services
New York
$358K – – –
DIA
530
Denver Investment Advisors
Colorado
$358K – – –
NGA
531
Naples Global Advisors
Florida
$355K +$355K +3,200 New
EAM
532
Evanson Asset Management
California
$353K +$5.11K +46 +1%
Kayne Anderson Rudnick Investment Management
533
Kayne Anderson Rudnick Investment Management
California
$352K +$222 +2 +0.1%
WCA
534
Westover Capital Advisors
Delaware
$350K +$13.6K +123 +4%
AA
535
Ancora Advisors
Ohio
$334K +$334K +3,012 New
BOS
536
Bingham Osborn & Scarborough
California
$333K +$222 +2 +0.1%
ACM
537
Alpha Capital Management
Texas
$332K +$554 +5 +0.2%
RFA
538
Reilly Financial Advisors
California
$330K +$330K +2,981 New
CC
539
Cadinha & Co
Hawaii
$327K – – –
CG
540
Caprock Group
Idaho
$326K +$326K +2,940 New
Neuberger Berman Group
541
Neuberger Berman Group
New York
$324K -$81.3K -734 -20%
HWA
542
Heritage Wealth Advisors
Virginia
$323K -$162K -1,468 -33%
CFN
543
Cordasco Financial Network
Florida
$323K +$272K +2,450 +533%
CB
544
Chemical Bank
Michigan
$316K – – –
GMA
545
Goldstein Munger & Associates
California
$311K – – –
CONA
546
Capital One National Association
New York
$306K – – –
KM
547
Kalos Management
Georgia
$301K – – –
LIM
548
Leavell Investment Management
Alabama
$298K +$998 +9 +0.3%
SC
549
SouthState Corp
Florida
$289K -$105K -950 -27%
NSIM
550
North Star Investment Management
Illinois
$288K +$553 +5 +0.2%
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