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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
HFA
451
High Falls Advisors
New York
$1.15M +$510K +4,713 +80%
HW
452
Hedeker Wealth
Illinois
$1.14M +$414K +3,827 +57%
CFN
453
Cordasco Financial Network
Florida
$1.13M -$460K -4,248 -29%
AA
454
Ancora Advisors
Ohio
$1.12M -$20.3K -188 -2%
WTC
455
WhitTier Trust Company
Nevada
$1.11M -$46K -425 -4%
BRWA
456
B. Riley Wealth Advisors
Florida
$1.11M +$62.5K +578 +6%
SAS
457
Sage Advisory Services
Texas
$1.11M +$1.1M +10,202 New
ATC
458
Adirondack Trust Company
New York
$1.09M
1832 Asset Management
459
1832 Asset Management
Ontario, Canada
$1.09M -$1.08M -10,000 -50%
BOTW
460
Bank of the West
California
$1.09M +$256K +2,362 +31%
RCA
461
Rowland Carmichael Advisors
Arizona
$1.07M +$90.4K +836 +9%
JA
462
JOYN Advisors
Georgia
$1.06M -$91.5K -846 -8%
AIIMS
463
Analyst IMS Investment Management Services
Israel
$1.06M +$94.8K +876 +10%
MVIP
464
Mar Vista Investment Partners
California
$1.06M
MHS
465
M Holdings Securities
Oregon
$1.04M -$38.1K -352 -4%
SSWM
466
Sheets Smith Wealth Management
North Carolina
$1.03M +$207K +1,910 +25%
KWMG
467
King Wealth Management Group
Florida
$1.01M +$235K +2,173 +30%
LFG
468
LifePlan Financial Group
Ohio
$1.01M -$953K -8,804 -49%
EAMA
469
EFG Asset Management (Americas)
Florida
$993K +$219K +2,020 +28%
PO
470
Private Ocean
California
$987K -$73K -675 -7%
SHWM
471
Smith & Howard Wealth Management
Georgia
$976K -$18.9K -175 -2%
OBWP
472
O'Brien Wealth Partners
Massachusetts
$974K
HW
473
Hancock Whitney
Mississippi
$963K -$180K -1,664 -16%
BHBT
474
Burke & Herbert Bank & Trust
Virginia
$960K -$120K -1,109 -11%
BFC
475
Blue Fin Capital
Rhode Island
$955K +$268K +2,475 +39%

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.