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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
NL
351
NWAM LLC
Washington
$2.76M +$315K +2,909 +13%
FC
352
Financial Consulate
Maryland
$2.74M -$149K -1,376 -5%
FNBOO
353
First National Bank of Omaha
Nebraska
$2.73M +$239K +2,207 +10%
OC
354
Oarsman Capital
Wisconsin
$2.7M +$1.16M +10,757 +76%
TI
355
Truepoint Inc
Ohio
$2.69M +$31.9K +295 +1%
CMP
356
Courage Miller Partners
Virginia
$2.65M +$2.49K +23 +0.1%
LNC
357
Lincoln National Corp
Pennsylvania
$2.64M +$59.9K +554 +2%
GBT
358
Grove Bank & Trust
Florida
$2.62M -$101K -933 -4%
SCA
359
STALEY CAPITAL ADVISERS
Pennsylvania
$2.6M
MBTD
360
Mechanics Bank - Trust Department
California
$2.6M -$54.6K -505 -2%
OAM
361
Oppenheimer Asset Management
New York
$2.58M +$2.57M +23,772 New
AIA
362
Affinity Investment Advisors
California
$2.52M
HMC
363
Higher Moment Capital
Massachusetts
$2.5M +$473K +4,374 +23%
NEIRG
364
New England Investment & Retirement Group
Massachusetts
$2.49M +$125K +1,154 +5%
GW
365
GW & Wade
Massachusetts
$2.34M +$210K +1,943 +10%
FFBTD
366
First Financial Bank - Trust Division
Ohio
$2.29M -$196K -1,814 -8%
HH
367
Hilltop Holdings
Texas
$2.23M -$2.2M -20,347 -50%
LPL Financial
368
LPL Financial
California
$2.23M -$727K -6,719 -25%
CLOS
369
Compagnie Lombard Odier SCmA
Switzerland
$2.18M +$365K +3,375 +20%
SCA
370
Snowden Capital Advisors
New York
$2.17M +$1.35M +12,477 +165%
TCM
371
Telos Capital Management
California
$2.15M +$99K +915 +5%
DCM
372
Dimension Capital Management
Florida
$2.14M +$2.14M +19,736 New
EK
373
Evensky & Katz
Florida
$2.14M +$28.9K +267 +1%
WCG
374
Wall Capital Group
Arizona
$2.13M +$2.12M +19,628 New
SCP
375
Syntal Capital Partners
Texas
$2.11M -$287K -2,651 -12%

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.