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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 %
BIM
551
Baldwin Investment Management
Pennsylvania
$284K +$11.6K +105 +4%
RT
552
Rockland Trust
Massachusetts
$276K -$136K -1,225 -33%
PCM
553
Parsons Capital Management
Rhode Island
$273K +$25.3K +228 +10%
CBU
554
CIBC Bank USA
Illinois
$269K +$269K +2,425 New
DJSG
555
D.J. St. Germain
Massachusetts
$268K -$24.9K -225 -9%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$267K – – –
WAM
557
Wealthspire Advisors (Maryland)
Maryland
$264K -$3.88K -35 -1%
CCMG
558
Clark Capital Management Group
Pennsylvania
$263K -$44.9K -405 -15%
RW
559
Rand Wealth
Maryland
$261K +$261K +2,356 New
CSIC
560
Clifford Swan Investment Counsel
California
$260K +$260K +2,350 New
PAS
561
Park Avenue Securities
New York
$258K +$258K +2,337 New
FWM
562
Frontier Wealth Management
Missouri
$257K -$1.1M -9,865 -81%
BO
563
Bank OZK
Arkansas
$256K +$18.6K +168 +8%
WI
564
Wedgewood Investors
Pennsylvania
$245K -$11.1K -100 -4%
DSC
565
Duncker Streett & Co
Missouri
$240K +$333 +3 +0.1%
ATC
566
Argent Trust Co
Tennessee
$238K -$105K -950 -31%
NIC
567
Northwest Investment Counselors
Oregon
$238K -$85.2K -770 -26%
AW
568
ACG Wealth
Georgia
$238K +$16.3K +147 +7%
ADL
569
Asset Dedication LLC
California
$235K +$222K +2,010 +1,779%
CFA
570
Carroll Financial Associates
North Carolina
$228K +$135K +1,223 +146%
AFWA
571
Ancora Family Wealth Advisors
Ohio
$224K – – –
CWP
572
Capital Wealth Planning
Florida
$224K +$224K +2,025 New
HR
573
Howe & Rusling
New York
$221K – – –
MWAC
574
Mariner Wealth Advisors (Cincinnati)
Ohio
$220K +$6.43K +58 +3%
RCA
575
Rowland Carmichael Advisors
Arizona
$219K +$219K +1,974 New
21 22
23
24 25