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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 %
William Blair Investment Management
176
William Blair Investment Management
Illinois
$11.5M +$288K +2,600 +3%
PA
177
Parkside Advisors
California
$11.5M +$83.8K +756 +0.7%
TCM
178
Towercrest Capital Management
Pennsylvania
$11.4M -$541K -4,884 -5%
CCG
179
Cypress Capital Group
Florida
$11.1M +$438K +3,950 +4%
SGAM
180
Steinberg Global Asset Management
Florida
$11M +$9.09M +82,033 +470%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$10.8M +$20.6K +186 +0.2%
RDM
182
Retirement Design & Management
Connecticut
$10.8M -$262K -2,365 -2%
CAN
183
Cetera Advisor Networks
California
$10.5M +$3.23M +29,092 +44%
Truist Financial
184
Truist Financial
North Carolina
$9.63M +$15.4K +139 +0.2%
CAM
185
Caprin Asset Management
Virginia
$9.56M +$131K +1,180 +1%
HNB
186
Huntington National Bank
Ohio
$9.48M -$13.7M – –
BTNA
187
Bremer Trust National Association
Minnesota
$9.34M +$120K +1,081 +1%
PP
188
Prudential plc
United Kingdom
$9.34M +$4.56M +41,163 +96%
M&T Bank
189
M&T Bank
New York
$9.29M +$326K +2,946 +4%
AA
190
ALPS Advisors
Colorado
$8.93M +$8.93M +80,515 New
QA
191
Quantitative Advantage
Minnesota
$8.89M -$175K -1,577 -2%
CGI
192
Cougar Global Investments
Ontario, Canada
$8.7M +$8.7M +78,492 New
TFF
193
The Family Firm
Maryland
$8.59M -$658K -5,937 -7%
EGA
194
E&G Advisors
Texas
$8.41M +$835K +7,538 +11%
WB
195
Webster Bank
Connecticut
$8.35M +$3.77M +34,000 +82%
GC
196
Guggenheim Capital
Illinois
$8.35M -$250K -2,252 -3%
IA
197
IFP Advisors
Florida
$8.34M -$652K -5,977 -7%
DLHL
198
Donald L. Hagan LLC
Florida
$8.07M -$236K -2,132 -3%
FTS
199
Fifth Third Securities
Ohio
$8.04M +$8.04M +72,577 New
ZCA
200
Zeke Capital Advisors
Pennsylvania
$7.9M +$7.9M +71,241 New
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