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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 %
AC
601
Alexandria Capital
Virginia
$125K -$91.2K -824 -42%
WIC
602
Woodmont Investment Counsel
Tennessee
$123K – – –
TIM
603
Tortoise Investment Management
New York
$121K +$35.4K +321 +41%
GBBWRPM
604
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$118K +$22K +200 +23%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$110K -$118K -1,068 -52%
BCP
606
Blue Chip Partners
Michigan
$106K +$443 +4 +0.4%
RBC
607
Roble Belko & Company
Pennsylvania
$102K – – –
CS
608
Credential Securities
$102K – – –
RWA
609
Ropes Wealth Advisors
Massachusetts
$99K – – –
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$97K -$24.5K -220 -20%
WTB
611
Washington Trust Bank
Washington
$91K +$53.1K +480 +140%
PCP
612
Proficio Capital Partners
Massachusetts
$90K +$90K +810 New
GI
613
Gradient Investments
Minnesota
$76K +$65.7K +590 +634%
LNB
614
Ledyard National Bank
$74K +$46.6K +418 +170%
TWA
615
TCI Wealth Advisors
Arizona
$70K +$110 +1 +0.2%
AP
616
Atwood & Palmer
Missouri
$64K +$64K +581 New
DBT
617
Dubuque Bank & Trust
Iowa
$58K -$197K -1,784 -77%
FCCM
618
First City Capital Management
Georgia
$55.5K – – –
CPIG
619
Chicago Partners Investment Group
Illinois
$54K -$25.3K -230 -32%
AA
620
Apriem Advisors
California
$46K +$1.23K +11 +3%
HCM
621
Horrell Capital Management
Arkansas
$44K +$44K +400 New
CHC
622
City Holding Co
West Virginia
$43K +$13.6K +124 +46%
CAL
623
Capital Analysts LLC
Pennsylvania
$42.9K – – –
AIS
624
Accurate Investment Solutions
Pennsylvania
$42K -$8.32M -74,504 -99%
Thrivent Financial for Lutherans
625
Thrivent Financial for Lutherans
Minnesota
$34K +$7.51K +68 +28%
23 24
25
26 27