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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
William Blair Investment Management
176
William Blair Investment Management
Illinois
$11.5M +$285K +2,600 +3%
PA
177
Parkside Advisors
California
$11.4M +$82.7K +756 +0.7%
TCM
178
Towercrest Capital Management
Pennsylvania
$11.4M -$534K -4,884 -5%
CCG
179
Cypress Capital Group
Florida
$11.1M +$432K +3,950 +4%
SGAM
180
Steinberg Global Asset Management
Florida
$11M +$8.98M +82,033 +470%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$10.8M +$20.4K +186 +0.2%
RDM
182
Retirement Design & Management
Connecticut
$10.8M -$259K -2,365 -2%
CAN
183
Cetera Advisor Networks
California
$10.5M +$3.18M +29,092 +44%
Truist Financial
184
Truist Financial
North Carolina
$9.63M +$15.2K +139 +0.2%
CAM
185
Caprin Asset Management
Virginia
$9.56M +$129K +1,180 +1%
HNB
186
Huntington National Bank
Ohio
$9.48M
BTNA
187
Bremer Trust National Association
Minnesota
$9.34M +$118K +1,081 +1%
PP
188
Prudential plc
United Kingdom
$9.34M +$4.5M +41,163 +96%
M&T Bank
189
M&T Bank
New York
$9.29M +$322K +2,946 +4%
AA
190
ALPS Advisors
Colorado
$8.93M +$8.81M +80,515 New
QA
191
Quantitative Advantage
Minnesota
$8.89M -$173K -1,577 -2%
CGI
192
Cougar Global Investments
Ontario, Canada
$8.7M +$8.59M +78,492 New
TFF
193
The Family Firm
Maryland
$8.59M -$650K -5,937 -7%
EGA
194
E&G Advisors
Texas
$8.41M +$825K +7,538 +11%
WB
195
Webster Bank
Connecticut
$8.35M +$3.72M +34,000 +82%
GC
196
Guggenheim Capital
Illinois
$8.35M -$246K -2,252 -3%
IA
197
IFP Advisors
Florida
$8.34M -$654K -5,977 -7%
DLHL
198
Donald L. Hagan LLC
Florida
$8.07M -$233K -2,132 -3%
FTS
199
Fifth Third Securities
Ohio
$8.04M +$7.94M +72,577 New
ZCA
200
Zeke Capital Advisors
Pennsylvania
$7.89M +$7.8M +71,241 New

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.