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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
CTA
326
Chesley Taft & Associates
Illinois
$3.38M -$48.7K -450 -1%
CAG
327
Crestwood Advisors Group
Massachusetts
$3.35M +$3.33M +30,774 New
FTIOP
328
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.29M +$1.9M +17,547 +138%
FAN
329
Financial Advisors Network
California
$3.28M +$353K +3,267 +12%
PIA
330
Peachtree Investment Advisors
Georgia
$3.27M -$39.5K -365 -1%
LP
331
LGL Partners
Pennsylvania
$3.27M +$13.2K +122 +0.4%
SFG
332
SNS Financial Group
Minnesota
$3.22M -$578K -5,344 -15%
AIG
333
American International Group
New York
$3.19M +$3.18M +29,400 New
JGIA
334
Jackson Grant Investment Advisers
Connecticut
$3.17M -$640K -5,913 -17%
TCB
335
Texas Capital Bancshares
Texas
$3.13M -$129K -1,190 -4%
CWM
336
Concert Wealth Management
California
$3.12M -$1.96M -18,105 -39%
HCM
337
Harvest Capital Management
New Hampshire
$3.12M -$340K -3,140 -10%
Axa
338
Axa
France
$3.04M +$3.03M +27,980 New
CA
339
Continuum Advisory
Idaho
$3.02M +$3.01M +27,823 New
MG
340
Mather Group
Illinois
$2.99M +$311K +2,871 +12%
CS
341
Comerica Securities
Michigan
$2.98M +$77.9K +720 +3%
PHS
342
Pekin Hardy Strauss
Illinois
$2.98M -$417K -3,850 -12%
RIA
343
Regal Investment Advisors
Michigan
$2.92M -$136K -1,256 -4%
OMC
344
Old Mission Capital
Illinois
$2.86M +$2.58M +23,867 +941%
MAM
345
Marquette Asset Management
Minnesota
$2.86M -$22.6K -209 -0.8%
AAM
346
Autus Asset Management
Arizona
$2.85M -$15.8K -146 -0.6%
BBA
347
BLB&B Advisors
Pennsylvania
$2.83M +$221K +2,042 +9%
BFM
348
Boston Financial Management
Massachusetts
$2.81M -$104K -960 -4%
SIAM
349
Sterling Investment Advisors (Missouri)
Missouri
$2.77M +$13.5K +125 +0.5%
GC
350
Garde Capital
Washington
$2.76M +$959K +8,863 +53%

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.