We are live on ! Find out more
AGG icon

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
PWAG
101
Polaris Wealth Advisory Group
California
$29.5M +$3.16M +28,880 +12%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$29.5M +$3.57M +32,626 +14%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$29.4M +$4.79M +43,749 +20%
DADC
104
D.A. Davidson & Co
Montana
$28.8M +$2.44M +22,327 +9%
CA
105
Cetera Advisors
Colorado
$28.4M +$17M +155,428 +154%
AI
106
Atria Investments
North Carolina
$28.3M +$13.1K +120 +0%
NYLIM
107
New York Life Investment Management
New York
$27.8M -$295K -2,700 -1%
RA
108
RFG Advisory
Alabama
$27.6M -$4.26M -38,940 -13%
PC
109
Premise Capital
Illinois
$27.2M +$17.8M +162,592 +197%
BT
110
Beacon Trust
New Jersey
$26.9M +$262K +2,397 +1%
HighTower Advisors
111
HighTower Advisors
Illinois
$26.7M -$20M -183,039 -43%
WCM
112
Windham Capital Management
Massachusetts
$26.4M +$4.41M +40,322 +20%
CTB
113
Country Trust Bank
Illinois
$26.3M -$4.03M -36,849 -13%
SF
114
Synovus Financial
Georgia
$25.9M -$527K -4,811 -2%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$25.6M +$9.01M +82,317 +55%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$25.6M +$8.15M +74,504 +48%
HFS
117
HL Financial Services
Kentucky
$25.4M +$5.5M +50,266 +28%
TAM
118
Todd Asset Management
Kentucky
$24.8M -$1.48M -13,500 -6%
MFS
119
MSI Financial Services
Massachusetts
$24.8M +$4.63M +42,272 +23%
Franklin Resources
120
Franklin Resources
California
$24.6M -$21.7M -198,190 -47%
EIAM
121
Equinox Institutional Asset Management
New Jersey
$24.6M -$1.46M -13,300 -6%
LMIM
122
Lockheed Martin Investment Management
Maryland
$24.5M +$7.93M +72,500 +49%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$23.9M +$19.5M +178,143 +477%
IH
124
IFC Holdings
Florida
$23.8M +$1.31M +11,991 +6%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$23.4M +$300K +2,745 +1%

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.