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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
TFCP
276
Twin Focus Capital Partners
Massachusetts
$5.58M +$851K +7,869 +18%
LWM
277
LBA Wealth Management
Florida
$5.26M -$92K -850 -2%
NMC
278
Nine Masts Capital
Hong Kong
$5.02M -$10.8K -100 -0.2%
SC
279
Scotia Capital
Ontario, Canada
$4.85M -$2.17M -20,090 -31%
BSB
280
Bangor Savings Bank
Maine
$4.75M +$39.6K +366 +0.8%
AllianceBernstein
281
AllianceBernstein
Tennessee
$4.69M -$841K -7,773 -15%
SPIA
282
Steward Partners Investment Advisory
New York
$4.69M +$2.19M +20,277 +88%
Millennium Management
283
Millennium Management
New York
$4.67M +$3.93M +36,338 +539%
FMW
284
Farr Miller & Washington
District of Columbia
$4.67M +$396K +3,660 +9%
IUHSA
285
Itau Unibanco Holding S.A.
Brazil
$4.65M
PA
286
Planning Alternatives
Michigan
$4.61M +$70.8K +654 +2%
BAC
287
Boys Arnold & Co
North Carolina
$4.49M -$172K -1,593 -4%
CFA
288
CT Financial Advisors
Pennsylvania
$4.45M +$169K +1,562 +4%
CCP
289
Cardan Capital Partners
Colorado
$4.39M +$169K +1,562 +4%
DPI
290
Diversified Portfolios Inc
Michigan
$4.38M -$1.34M -12,346 -23%
WA
291
WFG Advisors
Texas
$4.28M +$2.62M +24,198 +159%
KA
292
Kovack Advisors
Florida
$4.27M -$28.7K -265 -0.7%
CAM
293
Crestone Asset Management
Colorado
$4.24M
PWW
294
Pettyjohn Wood & White
Virginia
$4.23M +$135K +1,250 +3%
HI
295
Hudock Inc
Pennsylvania
$4.22M +$59.2K +547 +1%
CFGF
296
Compass Financial Group (Florida)
Florida
$4.21M +$257K +2,379 +7%
JIC
297
Johnson Investment Counsel
Ohio
$4.17M +$177K +1,635 +4%
3AM
298
3EDGE Asset Management
Florida
$4.15M +$1.84M +17,000 +80%
FCT
299
Family Capital Trust
Massachusetts
$4.14M -$37.3K -345 -0.9%
William Blair & Company
300
William Blair & Company
Illinois
$4.13M +$37.2K +344 +0.9%

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.