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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 %
AIG
151
American International Group
New York
$15M +$2.78M +25,044 +23%
CB
152
Commerce Bank
Missouri
$14.7M -$83.9K -757 -0.6%
AllianceBernstein
153
AllianceBernstein
Tennessee
$14.6M +$324K +2,925 +2%
MSU
154
Mizuho Securities USA
New York
$14.5M +$11.2M +101,000 +338%
SWP
155
Stratos Wealth Partners
Ohio
$14.5M -$1.84M -16,632 -11%
SBWM
156
Sunflower Bank Wealth Management
Arizona
$14.5M -$340K -3,070 -2%
BAAM
157
Baker Avenue Asset Management
California
$14.4M +$14.2M +127,982 +5,402%
CCT
158
Capital City Trust
Florida
$14.4M +$786K +7,095 +6%
FNBT
159
FineMark National Bank & Trust
Florida
$14.2M +$7.26M +65,482 +104%
BCI
160
Brinker Capital Investments
Pennsylvania
$14.2M +$383K +3,457 +3%
VFA
161
Voya Financial Advisors
Connecticut
$14.1M +$894K +8,091 +7%
MA
162
MUFG Americas
New York
$13.7M -$4.83M -43,575 -26%
AIM
163
Acropolis Investment Management
Missouri
$13.5M -$1.41M -12,753 -9%
CWM
164
Confluence Wealth Management
Oregon
$13.2M +$2.06M +18,593 +19%
CIR
165
Clear Investment Research
Georgia
$13M -$400K -3,612 -3%
FCIM
166
Fairview Capital Investment Management
California
$12.9M +$568K +5,125 +5%
NA
167
Nottingham Advisors
New York
$12.8M – – –
AMG
168
Asset Management Group
Connecticut
$12.7M -$351K -3,164 -3%
PAMG
169
Patton Albertson Miller Group
Tennessee
$12.6M -$296K -2,671 -2%
MCM
170
MV Capital Management
Maryland
$12.4M -$40.6K -366 -0.3%
VOYA Investment Management
171
VOYA Investment Management
Georgia
$12.3M +$5.48M +49,470 +81%
SIM
172
SSI Investment Management
California
$12.3M +$5.87K +53 +0%
CL
173
CPWM LLC
Washington
$12M -$434K -3,920 -3%
ICOA
174
Investment Centers of America
North Dakota
$11.8M +$1.26M +11,345 +12%
RJT
175
Raymond James Trust
Florida
$11.6M +$216K +1,948 +2%
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