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

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$136M
2
SAC
Smith Affiliated Capital
New York
$1.66M
3
Allianz Asset Management
Allianz Asset Management
Germany
$364K
4
Lazard Asset Management
Lazard Asset Management
New York
$52.2M
5
Barclays
Barclays
United Kingdom
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$22.2M -$4.26M -38,396 -16%
PFM
127
Phillips Financial Management
Indiana
$21.5M -$187K -1,693 -0.9%
ANB
128
Amarillo National Bank
Texas
$21.3M -$7.12M -64,236 -25%
KP
129
Keel Point
Alabama
$20.1M +$941K +8,495 +5%
FHC
130
First Heartland Consultants
Missouri
$19.4M +$16.5M +148,940 +563%
BHWM
131
Bar Harbor Wealth Management
New Hampshire
$19.4M +$1.42M +12,786 +8%
FHA
132
First Horizon Advisors
Tennessee
$19.1M +$17.6M +158,646 +1,146%
SPC
133
Sigma Planning Corp
Michigan
$18.8M +$4.02M +36,265 +27%
FA
134
FC Advisory
Pennsylvania
$18.4M +$13.6K +123 +0.1%
VAM
135
Visionary Asset Management
Texas
$18.4M +$527K +4,756 +3%
MBT
136
Montecito Bank & Trust
California
$18.3M +$7.92M +71,455 +76%
Canada Pension Plan Investment Board
137
Canada Pension Plan Investment Board
Ontario, Canada
$18.3M – – –
1CP
138
1607 Capital Partners
Virginia
$18.1M +$16M +143,950 +758%
WT
139
Whittier Trust
California
$17.9M +$2.28M +20,578 +15%
HFA
140
High Falls Advisors
New York
$17.7M -$1.11M -9,974 -6%
SI
141
SII Investments
Wisconsin
$17.1M +$2.28M +20,600 +15%
State Street
142
State Street
Massachusetts
$16.9M -$1.73M -15,639 -9%
BTS
143
BB&T Securities
Virginia
$16.7M -$1.62M -14,585 -9%
PAG
144
Private Advisor Group
New Jersey
$16.7M -$3.93M -33,770 -19%
JWA
145
JFS Wealth Advisors
Pennsylvania
$16.4M -$2.5M -22,537 -13%
IFA
146
Interactive Financial Advisors
Illinois
$16.2M -$448K -4,042 -3%
Mariner
147
Mariner
Kansas
$16M +$3.27M +29,511 +26%
LA
148
LVW Advisors
New York
$15.5M +$6.84M +61,743 +79%
EPP
149
ETF Portfolio Partners
Kansas
$15.4M +$146K +1,320 +1%
WT
150
Washington Trust
Rhode Island
$15.3M +$4.79M +43,208 +46%
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