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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
FCAG
401
First Capital Advisors Group
New Jersey
$1.66M +$30.3K +280 +2%
PTC
402
Private Trust Company
Ohio
$1.65M -$1.4M -12,938 -46%
RA
403
RFG Advisory
Alabama
$1.64M -$7.28M -67,270 -82%
Bessemer Group
404
Bessemer Group
New Jersey
$1.59M -$5.03M -46,520 -76%
WSFS
405
Wilmington Savings Fund Society
Delaware
$1.58M -$191K -1,762 -11%
BCM
406
Brookstone Capital Management
Illinois
$1.58M -$402K -3,719 -20%
AWM
407
Altavista Wealth Management
North Carolina
$1.57M +$37.9K +350 +2%
ADL
408
Asset Dedication LLC
California
$1.57M +$180K +1,666 +13%
AWS
409
AJ Wealth Strategies
New York
$1.57M +$257K +2,377 +20%
Fisher Asset Management
410
Fisher Asset Management
Washington
$1.54M +$797K +7,367 +108%
NWM
411
Northwest Wealth Management
Iowa
$1.53M +$71.4K +660 +5%
BWP
412
BSW Wealth Partners
Colorado
$1.52M -$49.1K -454 -3%
PP
413
Palladium Partners
Virginia
$1.52M +$10.7K +99 +0.7%
BPB
414
Badgley, Phelps & Bell
Washington
$1.52M +$31.7K +293 +2%
MCM
415
Maryland Capital Management
Maryland
$1.51M -$75K -693 -5%
CIA
416
Capital Investment Advisors
Georgia
$1.51M -$102K -940 -6%
AIA
417
Allegis Investment Advisors
Idaho
$1.51M +$452K +4,177 +43%
NEPWA
418
New England Private Wealth Advisors
Massachusetts
$1.51M +$8.22K +76 +0.5%
Kayne Anderson Rudnick Investment Management
419
Kayne Anderson Rudnick Investment Management
California
$1.48M -$307K -2,839 -17%
APP
420
Avantax Planning Partners
Iowa
$1.44M +$293K +2,709 +26%
HB
421
Homrich & Berg
Georgia
$1.44M +$218K +2,012 +18%
SAC
422
Smith Affiliated Capital
New York
$1.41M
VanEck Associates
423
VanEck Associates
New York
$1.4M +$900K +8,322 +184%
ACM
424
AUA Capital Management
Pennsylvania
$1.39M +$1.08M +9,979 +350%
SIA
425
Starfire Investment Advisers
Michigan
$1.39M +$41.9K +387 +3%

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.