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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.

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 %
PWAG
101
Polaris Wealth Advisory Group
California
$29.5M +$3.2M +28,880 +12%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$29.5M +$3.62M +32,626 +14%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$29.4M +$4.85M +43,749 +20%
DADC
104
D.A. Davidson & Co
Montana
$28.8M +$2.47M +22,327 +9%
CA
105
Cetera Advisors
Colorado
$28.4M +$17.2M +155,428 +154%
AI
106
Atria Investments
North Carolina
$28.3M +$13.3K +120 +0%
NYLIM
107
New York Life Investment Management
New York
$27.8M -$299K -2,700 -1%
RA
108
RFG Advisory
Alabama
$27.6M -$4.31M -38,940 -13%
PC
109
Premise Capital
Illinois
$27.2M +$18M +162,592 +197%
BT
110
Beacon Trust
New Jersey
$26.9M +$266K +2,397 +1%
HighTower Advisors
111
HighTower Advisors
Illinois
$26.7M -$20.3M -183,039 -43%
WCM
112
Windham Capital Management
Massachusetts
$26.4M +$4.47M +40,322 +20%
CTB
113
Country Trust Bank
Illinois
$26.3M -$4.08M -36,849 -13%
SF
114
Synovus Financial
Georgia
$25.9M -$533K -4,811 -2%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$25.6M +$9.12M +82,317 +55%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$25.6M +$8.26M +74,504 +48%
HFS
117
HL Financial Services
Kentucky
$25.4M +$5.57M +50,266 +28%
TAM
118
Todd Asset Management
Kentucky
$24.8M -$1.5M -13,500 -6%
MFS
119
MSI Financial Services
Massachusetts
$24.8M +$4.68M +42,272 +23%
Franklin Resources
120
Franklin Resources
California
$24.6M -$22M -198,190 -47%
EIAM
121
Equinox Institutional Asset Management
New Jersey
$24.6M -$1.47M -13,300 -6%
LMIM
122
Lockheed Martin Investment Management
Maryland
$24.5M +$8.03M +72,500 +49%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$23.9M +$19.7M +178,143 +477%
IH
124
IFC Holdings
Florida
$23.8M +$1.32M +11,991 +6%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$23.4M +$304K +2,745 +1%
3 4
5
6 7