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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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$71.5M +$3.35M +30,649 +5%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$70.3M +$26M +237,558 +60%
FIM
53
Freedom Investment Management
Connecticut
$69.7M +$67.7M +618,245 +5,677%
SMA
54
Simply Money Advisors
Ohio
$64.3M +$27.5M +251,632 +77%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M +$12.9M +118,120 +26%
BIM
56
BlackRock Investment Management
Delaware
$62.3M -$30.4M -277,813 -33%
BA
57
BlackRock Advisors
Delaware
$62.1M +$27.7M +253,014 +82%
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$61.6M -$10.1M -92,670 -14%
SBL
59
Sargent Bickham Lagudis
Colorado
$61.2M +$60.4M +552,014 New
PPA
60
Parametric Portfolio Associates
Washington
$57.7M -$5.06M -46,200 -8%
WI
61
WBI Investments
New Jersey
$57.1M +$56.3M +514,852 New
AIP
62
Ameritas Investment Partners
Nebraska
$56.1M -$437K -3,989 -0.8%
MBT
63
Monroe Bank & Trust
Michigan
$53.9M +$1.74M +15,905 +3%
VC
64
Vicus Capital
Pennsylvania
$53.8M +$51M +466,066 +2,405%
Lazard Asset Management
65
Lazard Asset Management
New York
$52.2M
SIM
66
Sigma Investment Management
Oregon
$51.7M +$24.2M +221,110 +90%
NC
67
NewSquare Capital
Pennsylvania
$51.4M +$20.5M +187,683 +68%
ZIM
68
Zacks Investment Management
Illinois
$51.2M +$9.33M +85,208 +23%
RFC
69
Regions Financial Corp
Alabama
$49M +$9M +82,266 +23%
FHB
70
First Hawaiian Bank
Hawaii
$45.8M -$3.9M -35,604 -8%
AIA
71
Alerus Investment Advisors
Minnesota
$45.8M -$20.7M -189,527 -31%
BWM
72
Braver Wealth Management
Massachusetts
$45.7M +$17.4M +158,878 +63%
BG
73
BlackRock Group
United Kingdom
$45.2M +$44.6M +407,946 New
DIP
74
DT Investment Partners
Pennsylvania
$44.8M -$1.54M -14,067 -3%
FWP
75
FAS Wealth Partners
Kansas
$44.7M +$42.4M +387,169 +2,342%

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.