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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
BAM
426
Brave Asset Management
New Jersey
$1.39M -$97.4K -900 -7%
ALIONA
427
Allianz Life Insurance of North America
Minnesota
$1.38M +$96K +887 +7%
CIM
428
Cambria Investment Management
California
$1.38M -$166K -1,531 -11%
BJL
429
Brighton Jones LLC
Washington
$1.38M +$947K +8,750 +219%
WCM
430
Wealthcare Capital Management
Virginia
$1.37M +$67.4K +623 +5%
GAG
431
GM Advisory Group
New York
$1.36M -$7.62M -70,450 -85%
PA
432
Pinnacle Associates
New York
$1.35M +$108 +1 +0%
NFP
433
Narus Financial Partners
Utah
$1.29M +$85.3K +788 +7%
FHA
434
Flagship Harbor Advisors
Massachusetts
$1.28M -$3.9K -36 -0.3%
AWA
435
Arete Wealth Advisors
Illinois
$1.27M -$948K -8,759 -43%
SGCA
436
Steel Grove Capital Advisors
Tennessee
$1.27M +$14.9K +138 +1%
AA
437
Advisory Alpha
Michigan
$1.26M +$219K +2,024 +21%
HS
438
Huntington Steele
Pennsylvania
$1.26M +$5.3K +49 +0.4%
JWS
439
Juncture Wealth Strategies
Arizona
$1.25M +$325K +3,004 +35%
CWM
440
Cornerstone Wealth Management
Missouri
$1.23M +$88K +813 +8%
CIBC World Market
441
CIBC World Market
Ontario, Canada
$1.2M +$668K +6,178 +127%
BL
442
Balentine LLC
Georgia
$1.2M +$632K +5,841 +112%
JGUA
443
John G. Ullman & Associates
New York
$1.19M +$141K +1,304 +14%
AT
444
Arden Trust
Delaware
$1.18M
TIM
445
Total Investment Management
Arizona
$1.18M +$20.7K +191 +2%
EWM
446
Empirical Wealth Management
Washington
$1.17M -$113K -1,041 -9%
SFPM
447
Sensible Financial Planning & Management
Massachusetts
$1.16M +$213K +1,966 +22%
CCM
448
Colorado Capital Management
Colorado
$1.16M -$107K -992 -8%
KWM
449
Kingsview Wealth Management
Oregon
$1.16M +$1.15M +10,674 New
PA
450
Parallel Advisors
California
$1.15M +$8.98K +83 +0.8%

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.