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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
HW
651
Hancock Whitney
Mississippi
$2.23K +$1.99M +18,144 +915%
TCM
652
Tradewinds Capital Management
Washington
$2K
CC
653
Curian Capital
Colorado
-$33M -305,330 Closed
FCH
654
Freestone Capital Holdings
Washington
-$27.5M -254,970 Closed
Schroder Investment Management Group
655
Schroder Investment Management Group
United Kingdom
-$23.3M -215,556 Closed
MP
656
Manifold Partners
California
-$11.1M -102,851 Closed
RIG
657
RiverFront Investment Group
Virginia
-$8.51M -78,741 Closed
SIM
658
Sentry Investment Management
Wisconsin
-$5.83M -53,978 Closed
N
659
Nuveen
North Carolina
-$4.92K -45,550 Closed
AWMG
660
Alliance Wealth Management Group
New Jersey
-$4.83M -44,677 Closed
AAS
661
Annex Advisory Services
Wisconsin
-$4.26M -39,471 Closed
CGI
662
CI Global Investments
California
-$3.03M -28,042 Closed
FFA
663
First Foundation Advisors
California
-$2.81M -25,984 Closed
HP
664
HT Partners
Connecticut
-$2.48M -22,969 Closed
Calamos Advisors
665
Calamos Advisors
Illinois
-$2.35M -21,795 Closed
PWM
666
Perigon Wealth Management
California
-$2.28M -21,095 Closed
BB
667
Bell Bank
North Dakota
-$1.45M -13,425 Closed
Principal Financial Group
668
Principal Financial Group
Iowa
-$1.2M -11,085 Closed
IA
669
Icon Advisers
Colorado
-$940K -8,700 Closed
COI
670
Connable Office Inc
Michigan
-$754K -6,983 Closed
MAM
671
Meeder Asset Management
Ohio
-$751K -6,949 Closed
AEPG
672
American Economic Planning Group
New Jersey
-$608K -5,631 Closed
SFM
673
Signet Financial Management
New Jersey
-$524K -4,855 Closed
CS
674
Cannell & Spears
New York
-$475K -4,399 Closed
AI
675
Accredited Investors
Minnesota
-$420K -3,881 Closed

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.