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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
IWMPD
626
Integrated Wealth Management (Palm Desert)
California
$33K -$7.11K -65 -18%
WAS
627
Winch Advisory Services
Wisconsin
$33K
JFA
628
JNBA Financial Advisors
Minnesota
$30K +$30.1K +275 New
SNT
629
Security National Trust
West Virginia
$28K -$52K -475 -66%
SA
630
SRH Advisors
Kansas
$28K
AIM
631
Anchor Investment Management
South Carolina
$25K +$24.7K +226 New
VNA
632
Valley National Advisers
Pennsylvania
$24K -$19.7K -180 -45%
BAM
633
Barrett Asset Management
New York
$23K
GWS
634
Glassman Wealth Services
Virginia
$23K
ST
635
Smithfield Trust
Pennsylvania
$19K
RAM
636
Riggs Asset Management
Pennsylvania
$17K
WCBA
637
Weaver C. Barksdale & Associates
Tennessee
$17K
PFBT
638
Parkside Financial Bank & Trust
Missouri
$17K +$8.76K +80 +110%
PVH
639
Psagot Value Holdings
Israel
$16K
CCS
640
Crosspoint Capital Strategies
California
$15K -$6.33M -57,846 -100%
FCT
641
Family Capital Trust
Massachusetts
$15K
KLI
642
Kelman-Lazarov Inc
Tennessee
$15K +$14.8K +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 +$4.27K +39 New
FIB
649
First Interstate Bank
Montana
$3K +$2.63K +24 New
RCG
650
Ruggie Capital Group
Florida
$3K +$3.39K +31 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.