AGG icon

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 %
IWM
626
Integrated Wealth Management
California
$33K -$7.13K -65 -18%
WAS
627
Winch Advisory Services
Wisconsin
$33K – – –
JFA
628
JNBA Financial Advisors
Minnesota
$30K +$30K +275 New
SNT
629
Security National Trust
West Virginia
$28K -$53.2K -475 -66%
SA
630
SRH Advisors
Kansas
$28K – – –
AIM
631
Anchor Investment Management
South Carolina
$25K +$25K +226 New
VNA
632
Valley National Advisers
Pennsylvania
$24K -$19.6K -180 -45%
BAM
633
Barrett Asset Management
New York
$23K – – –
GWS
634
Glassman Wealth Services
Virginia
$23K – – –
ST
635
Smithfield Trust
Pennsylvania
$19K – – –
WCBA
636
Weaver C. Barksdale & Associates
Tennessee
$17K – – –
RAM
637
Riggs Asset Management
Pennsylvania
$17K – – –
PFBT
638
Parkside Financial Bank & Trust
Missouri
$17K +$8.89K +80 +110%
PVH
639
Psagot Value Holdings
Israel
$16K – – –
CCS
640
Crosspoint Capital Strategies
California
$15K -$6.43M -57,846 -100%
FCT
641
Family Capital Trust
Massachusetts
$15K – – –
KLI
642
Kelman-Lazarov Inc
Tennessee
$15K +$15K +135 New
TCCM
643
Timber Creek Capital Management
Massachusetts
$13K – – –
AOWM
644
Alpha Omega Wealth Management
Virginia
$11K – – –
MWP
645
MYCIO Wealth Partners
Pennsylvania
$8K – – –
FWM
646
Focused Wealth Management
New York
$7K – – –
TDC
647
Thompson Davis & Co
Virginia
$4K – – –
AWM
648
Avior Wealth Management
Nebraska
$4K +$4K +39 New
FIB
649
First Interstate Bank
Montana
$3K +$3K +24 New
RCG
650
Ruggie Capital Group
Florida
$3K +$3K +31 New
24 25
26
27 28