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 %
TSS
676
Two Sigma Securities
New York
– -$413K -3,827 Closed
BA
677
Bristlecone Advisors
Washington
– -$338K -3,130 Closed
PAIM
678
Punch & Associates Investment Management
Minnesota
– -$323K -2,995 Closed
AIA
679
Arbor Investment Advisors
North Carolina
– -$310K -2,872 Closed
TT
680
Tiedemann Trust
Delaware
– -$305K -2,820 Closed
APSP
681
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$297K -2,750 Closed
FNT
682
First National Trust
Pennsylvania
– -$296K -2,743 Closed
JCM
683
Janney Capital Management
Pennsylvania
– -$289K -2,679 Closed
SYBT
684
Stock Yards Bank & Trust
Kentucky
– -$288K -2,668 Closed
FIM
685
Fernwood Investment Management
Massachusetts
– -$283K -2,622 Closed
IPC
686
Independent Portfolio Consultants
Florida
– -$282K -2,610 Closed
GF
687
Gerstein Fisher
New York
– -$276K -2,554 Closed
CG
688
Cutler Group
California
– -$228K -2,115 Closed
GA
689
Gateway Advisory
New Jersey
– -$226K -2,092 Closed
CW
690
Cabot-Wellington
Massachusetts
– -$224K -2,077 Closed
GS
691
Girard Securities
California
– -$203K -1,882 Closed
JRP
692
Jasper Ridge Partners
California
– -$195K -1,803 Closed
PFO
693
Pathstone Family Office
New Jersey
– -$186K -1,726 Closed
BCA
694
Bray Capital Advisors
Florida
– -$130K -1,200 Closed
AA
695
AlphaMark Advisors
Kentucky
– -$65K -600 Closed
EMA
696
Efficient Market Advisors
California
– -$63K -587 Closed
HW
697
Hedeker Wealth
Illinois
– -$48K -449 Closed
KC
698
Kingfisher Capital
North Carolina
– -$38K -349 Closed
Loomis, Sayles & Company
699
Loomis, Sayles & Company
Massachusetts
– -$31K -285 Closed
PFG
700
Piershale Financial Group
Illinois
– -$13K -121 Closed
25 26 27
28
29