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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 %
Koshinski Asset Management
576
Koshinski Asset Management
Illinois
$215K -$555 -5 -0.3%
PL
577
Parthenon LLC
Kentucky
$214K – – –
BRF
578
B. Riley Financial
California
$212K -$5.53K -50 -3%
BSW
579
Buckingham Strategic Wealth
Missouri
$211K +$211K +1,908 New
ACM
580
Avalon Capital Management
California
$210K -$1.95M -17,585 -90%
PSUF
581
People's United Financial
Connecticut
$210K -$22.1K -200 -10%
KF
582
Krilogy Financial
Missouri
$207K +$207K +1,871 New
SPWA
583
SteelBridge Private Wealth Advisors
Florida
$206K +$206K +1,860 New
RCM
584
Rain Capital Management
Oregon
$205K +$205K +1,851 New
DWM
585
Dakota Wealth Management
Florida
$205K -$2.11K -19 -1%
FFWA
586
FRG Family Wealth Advisors
Washington
$203K +$203K +1,837 New
HPWM
587
Highland Private Wealth Management
Washington
$203K +$203K +1,840 New
MWM
588
MinichMacGregor Wealth Management
New York
$193K +$135K +1,227 +235%
BWA
589
Burt Wealth Advisors
Maryland
$192K +$25.7K +232 +15%
S
590
SignatureFD
Georgia
$191K – – –
Bessemer Group
591
Bessemer Group
New Jersey
$187K +$138K +1,245 +279%
SIG
592
Stanford Investment Group
California
$186K +$20.2K +183 +12%
WRM
593
Westport Resources Management
Connecticut
$179K -$7.11K -64 -4%
VHAM
594
Van Hulzen Asset Management
California
$158K – – –
IAS
595
INR Advisory Services
Pennsylvania
$147K -$5.45K -49 -4%
FANJ
596
Financial Architects (New Jersey)
New Jersey
$138K +$138K +1,241 New
UFA
597
US Financial Advisors
Massachusetts
$137K +$52.6K +475 +62%
CAL
598
Capital Advisors Ltd
Ohio
$135K -$56.9K -512 -30%
JIC
599
Joel Isaacson & Co
New York
$133K – – –
BC
600
Barnett & Company
Tennessee
$131K +$131K +1,185 New
22 23
24
25 26