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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
1
BlackRock Fund Advisors
California
$2.57B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$567M
3
SCM
3
SCS Capital Management
Massachusetts
$786M
4
Wells Fargo
4
Wells Fargo
California
$649M
5
UBS Group
5
UBS Group
Switzerland
$713M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$136M
2
SAC
2
Smith Affiliated Capital
New York
$1.66M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$364K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$52.2M
5
Barclays
5
Barclays
United Kingdom
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$71.5M +$3.4M +30,649 +5%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$70.3M +$26.3M +237,558 +60%
FIM
53
Freedom Investment Management
Connecticut
$69.7M +$68.5M +618,245 +5,677%
SMA
54
Simply Money Advisors
Ohio
$64.3M +$27.9M +251,632 +77%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M +$13.1M +118,120 +26%
BIM
56
BlackRock Investment Management
Delaware
$62.3M -$30.8M -277,813 -33%
BA
57
BlackRock Advisors
Delaware
$62.1M +$28M +253,014 +82%
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$61.6M -$10.2M -92,670 -14%
SBL
59
Sargent Bickham Lagudis
Colorado
$61.2M +$61.2M +552,014 New
PPA
60
Parametric Portfolio Associates
Washington
$57.7M -$5.12M -46,200 -8%
WI
61
WBI Investments
New Jersey
$57.1M +$57.1M +514,852 New
AIP
62
Ameritas Investment Partners
Nebraska
$56.1M -$442K -3,989 -0.8%
MBT
63
Monroe Bank & Trust
Michigan
$53.9M +$1.76M +15,905 +3%
VC
64
Vicus Capital
Pennsylvania
$53.8M +$51.7M +466,066 +2,405%
Lazard Asset Management
65
Lazard Asset Management
New York
$52.2M -$47M – –
SIM
66
Sigma Investment Management
Oregon
$51.7M +$24.5M +221,110 +90%
NC
67
NewSquare Capital
Pennsylvania
$51.4M +$20.8M +187,683 +68%
ZIM
68
Zacks Investment Management
Illinois
$51.2M +$9.44M +85,208 +23%
RFC
69
Regions Financial Corp
Alabama
$49M +$9.12M +82,266 +23%
FHB
70
First Hawaiian Bank
Hawaii
$45.8M -$3.95M -35,604 -8%
AIA
71
Alerus Investment Advisors
Minnesota
$45.8M -$21M -189,527 -31%
BWM
72
Braver Wealth Management
Massachusetts
$45.7M +$17.6M +158,878 +63%
BG
73
BlackRock Group
United Kingdom
$45.2M +$45.2M +407,946 New
DIP
74
DT Investment Partners
Pennsylvania
$44.8M -$1.56M -14,067 -3%
FWP
75
FAS Wealth Partners
Kansas
$44.7M +$42.9M +387,169 +2,342%
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