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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
CFG
376
Citizens Financial Group
Rhode Island
$2.06M -$118K -1,089 -5%
PCMC
377
Paragon Capital Management (Colorado)
Colorado
$2.03M +$2.03M +18,732 New
Northern Trust
378
Northern Trust
Illinois
$2.02M +$23.4M +216,718 +13%
FT
379
Fiduciary Trust
Massachusetts
$2.01M -$672K -6,211 -25%
Luther King Capital Management (LKCM)
380
Luther King Capital Management (LKCM)
Texas
$2.01M +$147K +1,359 +8%
MGIA
381
Moneta Group Investment Advisors
Missouri
$1.99M
JSA
382
Jacobson & Schmitt Advisors
Wisconsin
$1.95M +$1.46M +13,532 +305%
FHC
383
First Heartland Consultants
Missouri
$1.94M -$190K -1,757 -9%
SWA
384
SFMG Wealth Advisors
Texas
$1.92M -$30.9K -286 -2%
CDIA
385
Capital Directions Investment Advisors
Georgia
$1.92M
KL
386
KWMG LLC
Kansas
$1.91M +$50.2K +464 +3%
TNBTD
387
Trustmark National Bank Trust Department
Mississippi
$1.9M +$30.9K +286 +2%
ACP
388
Aviance Capital Partners
Florida
$1.89M +$443K +4,091 +31%
IIC
389
Integrated Investment Consultants
Michigan
$1.88M +$50.1K +463 +3%
AII
390
AGF Investments Inc
Ontario, Canada
$1.86M -$120K -1,111 -6%
TC
391
Trust Company
Kansas
$1.84M +$718K +6,635 +64%
CANC
392
Culbertson A N & Co
Virginia
$1.81M +$358K +3,305 +25%
CCM
393
Coldstream Capital Management
Washington
$1.8M +$995K +9,194 +124%
KFC
394
Klingenstein Fields & Co
New York
$1.77M
PAM
395
Peak Asset Management
Colorado
$1.76M +$2.81K +26 +0.2%
State Street
396
State Street
Massachusetts
$1.74M +$17.4K +161 +1%
AIP
397
Ameritas Investment Partners
Nebraska
$1.72M -$61.8M -570,811 -97%
TCM
398
Traynor Capital Management
Pennsylvania
$1.71M +$31.9K +295 +2%
HS
399
Horan Securities
United States
$1.69M +$5.19K +48 +0.3%
T
400
Thomaspartners
Massachusetts
$1.67M -$35.1K -324 -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.