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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 %
USAA
76
United Services Automobile Association
Texas
$43.9M +$39M +351,610 +795%
B
77
Bailard
California
$42.1M +$42.1M +379,877 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$38.8M +$6.16M +55,575 +19%
PFS
79
Prospera Financial Services
Texas
$38.3M +$24.5M +220,909 +177%
FBFS
80
First Business Financial Services
Wisconsin
$37.5M -$10.2M -92,331 -21%
GI
81
Glovista Investments
New Jersey
$37.5M +$37.5M +338,327 New
NPC
82
National Planning Corporation
California
$37.5M -$1.84M -16,551 -5%
VFA
83
Virtus Fund Advisers
Connecticut
$37.2M +$17.4M +156,789 +88%
FAAS
84
First Allied Advisory Services
California
$36.1M +$6.11M +55,060 +20%
TCM
85
Twele Capital Management
Minnesota
$35.8M +$1.67M +15,100 +5%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$34.9M +$2.95M +26,643 +9%
AIM
87
Astor Investment Management
Illinois
$34.8M -$5.37M -48,441 -13%
SL
88
Summitry LLC
California
$34.4M +$896K +8,086 +3%
TFA
89
Transamerica Financial Advisors
Florida
$34.2M +$15.2M +136,730 +80%
JWM
90
Jackson Wealth Management
Florida
$33.2M +$28.3M +255,531 +581%
CFS
91
Commonwealth Financial Services
West Virginia
$32.1M +$31.7M +285,709 +8,140%
Goldman Sachs
92
Goldman Sachs
New York
$31.8M -$24.9M -224,726 -44%
HMC
93
Higher Moment Capital
Massachusetts
$31.4M +$8.78M +79,256 +39%
LA
94
Leonetti & Associates
Illinois
$31.1M -$151K -1,358 -0.5%
MA
95
MCF Advisors
Kentucky
$30.8M -$9.73M -87,809 -24%
CPO
96
Cerity Partners OCIO
New York
$30.7M -$5.65M -50,956 -16%
VCM
97
Verger Capital Management
North Carolina
$30.1M +$18.9M +170,931 +170%
UR
98
USCA RIA
Texas
$30M +$18.8M +169,873 +168%
FFA
99
Fragasso Financial Advisors
Pennsylvania
$29.8M +$976K +8,803 +3%
BFA
100
Beaumont Financial Advisors
Massachusetts
$29.5M -$871K -7,832 -3%
2 3
4
5 6