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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
TIA
301
Tiemann Investment Advisors
California
$4.12M +$90.7K +838 +2%
WCM
302
Windsor Capital Management
Arizona
$4.12M +$114K +1,051 +3%
HCM
303
Hollencrest Capital Management
California
$4.11M +$252K +2,329 +7%
PFA
304
Pure Financial Advisors
California
$4.05M +$135K +1,244 +3%
DWM
305
Darwin Wealth Management
Florida
$4.03M +$649K +6,000 +19%
FPA
306
Fieldpoint Private Advisors
New York
$4M +$3.99M +36,864 New
SSWM
307
Smith Salley Wealth Management
North Carolina
$3.98M -$225K -2,077 -5%
PCMK
308
Paragon Capital Management (Kansas)
Kansas
$3.9M +$3.51M +32,437 +911%
SWM
309
SVA Wealth Management
Wisconsin
$3.88M +$76.7K +709 +2%
CFB
310
Cullen/Frost Bankers
Texas
$3.86M -$129K -1,189 -3%
TSW
311
Thompson Siegel & Walmsley
Virginia
$3.82M +$451K +4,172 +13%
HWP
312
Hefty Wealth Partners
Indiana
$3.8M +$180K +1,665 +5%
CGI
313
Cougar Global Investments
Ontario, Canada
$3.77M -$12.9M -119,262 -77%
PCA
314
Peddock Capital Advisors
Massachusetts
$3.73M +$1.5M +13,905 +68%
SP
315
Sarasin & Partners
United Kingdom
$3.69M -$534K -4,939 -13%
FFEC
316
First Financial Equity Corporation
Arizona
$3.67M +$3.66M +33,828 New
TFA
317
Transamerica Financial Advisors
Florida
$3.62M -$920K -8,505 -20%
IFS
318
Ifrah Financial Services
Arkansas
$3.58M +$18.3K +169 +0.5%
PWM
319
Perigon Wealth Management
California
$3.58M +$7.68K +71 +0.2%
FMWA
320
Forvis Mazars Wealth Advisors
Missouri
$3.54M -$3.89M -35,971 -52%
UB
321
UMB Bank
Missouri
$3.52M -$226K -2,085 -6%
PP
322
PagnatoKarp Partners
Virginia
$3.47M -$1.77M -16,329 -34%
1SB
323
1ST Source Bank
Indiana
$3.44M +$87.7K +811 +3%
AP
324
AHL Partners
United Kingdom
$3.39M +$3.39M +31,287 New
BNP Paribas Financial Markets
325
BNP Paribas Financial Markets
France
$3.38M +$63.8K +590 +2%

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.