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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
AC
601
Alexandria Capital
Virginia
$125K -$90.2K -824 -42%
WIC
602
Woodmont Investment Counsel
Tennessee
$123K
TIM
603
Tortoise Investment Management
New York
$121K +$35.1K +321 +41%
GBBWRPM
604
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$118K +$21.9K +200 +23%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$110K -$117K -1,068 -52%
BCP
606
Blue Chip Partners
Michigan
$106K +$438 +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 -$24.1K -220 -20%
WTB
611
Washington Trust Bank
Washington
$91K +$52.5K +480 +140%
PCP
612
Proficio Capital Partners
Massachusetts
$90K +$88.6K +810 New
GI
613
Gradient Investments
Minnesota
$76K +$64.6K +590 +634%
LNB
614
Ledyard National Bank
$74K +$45.7K +418 +170%
TWA
615
TCI Wealth Advisors
Arizona
$70K +$109 +1 +0.2%
AP
616
Atwood & Palmer
Missouri
$64K +$63.6K +581 New
DBT
617
Dubuque Bank & Trust
Iowa
$58K -$195K -1,784 -77%
FCCM
618
First City Capital Management
Georgia
$55.5K
CPIG
619
Chicago Partners Investment Group
Illinois
$54K -$25.2K -230 -32%
AA
620
Apriem Advisors
California
$46K +$1.2K +11 +3%
HCM
621
Horrell Capital Management
Arkansas
$44K +$43.8K +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 -$8.15M -74,504 -99%
Thrivent Financial for Lutherans
625
Thrivent Financial for Lutherans
Minnesota
$34K +$7.44K +68 +28%

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.