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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 %
SGS
201
Sterling Global Strategies
California
$7.71M +$7.71M +69,558 New
SMH
202
Sanders Morris Harris
Texas
$7.58M +$7.58M +76,445 New
BWFM
203
Bridgewater Wealth & Financial Management
Maryland
$7.45M +$380K +3,433 +5%
DT
204
Diversified Trust
Tennessee
$7.28M -$147K -1,330 -2%
AF
205
Arrow Financial
New York
$7.2M +$17.8K +161 +0.2%
CWM
206
Calamos Wealth Management
Illinois
$7.14M -$537K -4,849 -7%
VKH
207
Virtu KCG Holdings
New York
$7.02M +$6.48M +58,484 +1,200%
FAT
208
First American Trust
California
$6.88M -$115K -1,042 -2%
CCM
209
Canal Capital Management
Virginia
$6.75M +$3.07M +27,682 +83%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$6.72M -$2.88M -25,986 -30%
WA
211
Winfield Associates
Ohio
$6.7M +$237K +2,136 +4%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$6.57M +$132K +1,189 +2%
SFA
213
Stewardship Financial Advisors
Georgia
$6.54M +$848K +7,653 +15%
DPI
214
Diversified Portfolios Inc
Michigan
$6.52M -$337K -3,045 -5%
AWMS
215
Advocacy Wealth Management Services
Georgia
$6.43M +$6.43M +58,045 New
WI
216
WrapManager Inc
California
$6.25M +$1.11M +10,041 +22%
HCM
217
Harvest Capital Management
New Hampshire
$6.13M +$584K +5,270 +11%
CA
218
Cambridge Associates
Massachusetts
$6.05M +$2.83M +25,509 +88%
AA
219
Alesco Advisors
New York
$5.95M +$492K +4,440 +9%
ACM
220
Ashford Capital Management
Delaware
$5.94M +$3.69M +33,258 +164%
RIA
221
Regal Investment Advisors
Michigan
$5.85M -$534K -4,821 -8%
SSG
222
Summit Securities Group
New York
$5.81M +$5.25M +47,400 +948%
GAG
223
GM Advisory Group
New York
$5.8M -$596K -5,386 -9%
ONB
224
Old National Bancorp
Indiana
$5.77M +$5.21M +46,975 +927%
WIP
225
Wellesley Investment Partners
Massachusetts
$5.65M +$1.08M +9,763 +24%
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