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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
Koshinski Asset Management
576
Koshinski Asset Management
Illinois
$215K -$547 -5 -0.3%
PL
577
Parthenon LLC
Kentucky
$214K
BRF
578
B. Riley Financial
California
$212K -$5.47K -50 -3%
BSW
579
Buckingham Strategic Wealth
Missouri
$211K +$209K +1,908 New
ACM
580
Avalon Capital Management
California
$210K -$1.92M -17,585 -90%
PSUF
581
People's United Financial
Connecticut
$210K -$21.9K -200 -10%
KF
582
Krilogy Financial
Missouri
$207K +$205K +1,871 New
SPWA
583
SteelBridge Private Wealth Advisors
Florida
$206K +$204K +1,860 New
RCM
584
Rain Capital Management
Oregon
$205K +$203K +1,851 New
DWM
585
Dakota Wealth Management
Florida
$205K -$2.08K -19 -1%
FFWA
586
FRG Family Wealth Advisors
Washington
$203K +$201K +1,837 New
HPWM
587
Highland Private Wealth Management
Washington
$203K +$201K +1,840 New
MWM
588
MinichMacGregor Wealth Management
New York
$193K +$134K +1,227 +235%
BWA
589
Burt Wealth Advisors
Maryland
$192K +$25.4K +232 +15%
S
590
SignatureFD
Georgia
$191K
Bessemer Group
591
Bessemer Group
New Jersey
$187K +$136K +1,245 +279%
SIG
592
Stanford Investment Group
California
$186K +$20K +183 +12%
WRM
593
Westport Resources Management
Connecticut
$179K -$7K -64 -4%
VHAM
594
Van Hulzen Asset Management
California
$158K
IAS
595
INR Advisory Services
Pennsylvania
$147K -$5.36K -49 -4%
FANJ
596
Financial Architects (New Jersey)
New Jersey
$138K +$136K +1,241 New
UFA
597
US Financial Advisors
Massachusetts
$137K +$52K +475 +62%
CAL
598
Capital Advisors Ltd
Ohio
$135K -$56K -512 -30%
JIC
599
Joel Isaacson & Co
New York
$133K
BC
600
Barnett & Company
Tennessee
$131K +$130K +1,185 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.