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iShares Core US Aggregate Bond ETF

638 hedge funds and large institutions have $22.3B invested in iShares Core US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 277 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,212% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $321K

167% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 43

56% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 177

24% more capital invested

Capital invested by funds: $18B → $22.3B (+$4.33B)

14% more funds holding in top 10

Funds holding in top 10: 118135 (+17)

11% more funds holding

Funds holding: 574638 (+64)

5.06% more ownership

Funds ownership: 67.73%72.79% (+5.1%)

Holders
638
Holders Change
+64
Holders Change %
+11.15%
% of All Funds
16.74%
Holding in Top 10
135
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.41%
% of All Funds
3.54%
New
115
Increased
277
Reduced
177
Closed
43
Calls
$4.21M
Puts
$321K
Net Calls
+$3.89M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.28B +$51.3M +471,478 +2%
BFA
2
BlackRock Fund Advisors
California
$2.06B +$2.08B +19,112,569 New
Bank of America
3
Bank of America
North Carolina
$1.47B +$210M +1,932,470 +17%
LPL Financial
4
LPL Financial
California
$779M +$579M +5,318,414 +280%
Creative Planning
5
Creative Planning
Kansas
$717M +$65.5M +602,163 +10%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$642M +$15.5M +142,759 +2%
RJA
7
Raymond James & Associates
Florida
$638M +$105M +968,408 +20%
BlackRock
8
BlackRock
New York
$578M +$44.5M +409,181 +8%
BIT
9
BlackRock Institutional Trust
California
$567M +$78.2M +718,272 +16%
UBS Group
10
UBS Group
Switzerland
$539M +$15.3M +140,893 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$507M +$78.1M +717,960 +18%
QI
12
QS Investors
New York
$452M +$22M +202,201 +5%
SCM
13
SCS Capital Management
Massachusetts
$451M -$34.5M -316,888 -7%
Wells Fargo
14
Wells Fargo
California
$426M +$64.1M +589,020 +18%
Morgan Stanley
15
Morgan Stanley
New York
$411M +$18.1M +166,389 +5%
US Bancorp
16
US Bancorp
Minnesota
$363M +$69M +633,908 +23%
Ameriprise
17
Ameriprise
Minnesota
$313M +$39.3M +361,416 +14%
TCT
18
TIAA CREF Trust
Missouri
$290M +$7.77M +71,349 +3%
Prudential Financial
19
Prudential Financial
New Jersey
$267M +$16.9M +155,399 +7%
MFRM
20
Milliman Financial Risk Management
Illinois
$228M +$230M +2,115,240 New
ACM
21
Aviance Capital Management
Florida
$214M +$29M +266,817 +16%
SMM
22
Stadion Money Management
Georgia
$209M +$152M +1,393,881 +256%
KeyBank National Association
23
KeyBank National Association
Ohio
$202M +$264K +2,429 +0.1%
JP Morgan Chase
24
JP Morgan Chase
New York
$187M -$25.6M -234,838 -12%
ECM
25
ETrade Capital Management
Virginia
$184M -$1.63M -14,968 -0.9%

AGG Hedge Fund Activity: Q4 2015 in Review

638 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2015, worth a combined $22.3B — up 24% from $18B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AGG positions and 43 closed out — a net gain of 72 holders — while 277 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $2.08B. The largest seller was ING Group, cutting an estimated $185M.

  • 638 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2015, up from 574 in Q3 2015.
  • Funds reported $22.3B of iShares Core US Aggregate Bond ETF stock for Q4 2015, up 24% quarter-over-quarter.
  • 115 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2015 and 43 closed out, a net change of +72 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $2.08B added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q4 2015 was ING Group, an estimated $185M sold.

Based on aggregated 13F filings for Q4 2015.