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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 %
HW
651
Hancock Whitney
Mississippi
$2.23K +$2.01K +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
Nuveen Asset Management
659
Nuveen Asset Management
Illinois
– -$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
– -$2.49M -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
25 26
27
28 29