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iShares Core US Aggregate Bond ETF

744 hedge funds and large institutions have $32.4B invested in iShares Core US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 333 increasing their positions, 273 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 273

20% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.89M

6% more capital invested

Capital invested by funds: $30.5B → $32.4B (+$1.93B)

1.66% more ownership

Funds ownership: 73.43%75.1% (+1.7%)

7% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 58

1% less funds holding

Funds holding: 748744 (-4)

3% less funds holding in top 10

Funds holding in top 10: 172166 (-6)

Holders
744
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
18.52%
Holding in Top 10
166
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.49%
% of All Funds
4.13%
New
62
Increased
333
Reduced
273
Closed
58
Calls
$2.27M
Puts
$1.89M
Net Calls
+$378K
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QA
251
Quantitative Advantage
Minnesota
$6.82M -$1.09M -10,038 -14%
BAS
252
Brown Advisory Securities
Maryland
$6.67M +$1.09M +10,059 +20%
CAAS
253
Capital Asset Advisory Services
Michigan
$6.67M +$560K +5,177 +9%
WA
254
Winfield Associates
Ohio
$6.61M -$346K -3,194 -5%
OC
255
Oppenheimer & Co
New York
$6.58M +$2.16M +19,975 +49%
WF
256
WealthTrust Fairport
Ohio
$6.57M +$452K +4,179 +7%
WI
257
Wintrust Investments
Illinois
$6.55M +$2.81M +25,957 +75%
LF
258
Lee Financial
Texas
$6.53M +$4.81M +44,485 +284%
CBT
259
Central Bank & Trust
Kentucky
$6.37M +$1.58M +14,586 +33%
ST
260
Sentinel Trust
Texas
$6.22M +$182K +1,681 +3%
ACM
261
Ashford Capital Management
Delaware
$6.22M -$1.74M -16,121 -22%
SHIM
262
Stone House Investment Management
Pennsylvania
$6.18M +$452K +4,177 +8%
WCM
263
Wunderlich Capital Managemnt
Tennessee
$6.17M +$591K +5,459 +11%
RCAG
264
Rehmann Capital Advisory Group
Michigan
$6.12M +$2.15M +19,838 +54%
VC
265
Vicus Capital
Pennsylvania
$6.11M -$4.42M -40,892 -86%
SWM
266
SigFig Wealth Management
California
$6.09M -$134K -1,243 -2%
MWM
267
Mascoma Wealth Management
New Hampshire
$6.07M -$50.2K -464 -0.8%
DCM
268
DeGreen Capital Management
Arizona
$5.95M +$621K +5,741 +12%
WB
269
WesBanco Bank
West Virginia
$5.93M +$855K +7,899 +17%
GWM
270
Geneos Wealth Management
Colorado
$5.89M +$439K +4,055 +8%
AWMG
271
Alliance Wealth Management Group
New Jersey
$5.87M +$5.61M +51,830 +2,396%
SFS
272
Sowell Financial Services
Arkansas
$5.84M +$1.53M +14,185 +36%
BC
273
Bartlett & Co
Ohio
$5.84M +$2.13M +19,702 +58%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$5.6M +$708K +6,543 +15%
RWG
275
Regal Wealth Group
California
$5.59M +$81.7K +755 +1%

AGG Hedge Fund Activity: Q1 2017 in Review

744 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2017, worth a combined $32.4B — up 6.3% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AGG positions and 58 closed out — a net gain of 4 holders — while 333 added to existing stakes and 273 trimmed.

The largest buyer was BlackRock, adding an estimated $3.57B. The largest seller was Bank of America, cutting an estimated $403M.

  • 744 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2017, down from 748 in Q4 2016.
  • Funds reported $32.4B of iShares Core US Aggregate Bond ETF stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 62 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2017 and 58 closed out, a net change of +4 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2017 was BlackRock, an estimated $3.57B added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2017 was Bank of America, an estimated $403M sold.

Based on aggregated 13F filings for Q1 2017.