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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
MGB
26
Mass General Brigham
Massachusetts
$176M
Fidelity International
27
Fidelity International
Bermuda
$162M -$14.9M -137,326 -8%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$161M +$24.7M +228,479 +18%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$153M +$125M +1,154,271 +451%
PPA
30
Parametric Portfolio Associates
Washington
$145M +$26.5M +244,929 +22%
MLICM
31
Metropolitan Life Insurance Company (MetLife)
New York
$132M +$2.27M +20,962 +2%
SB
32
Suntrust Banks
Georgia
$128M -$13.6M -125,893 -10%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$114M +$18M +166,810 +19%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$114M -$130K -1,206 -0.1%
CFG
35
CNO Financial Group
Indiana
$113M +$1.96M +18,150 +2%
1CP
36
1607 Capital Partners
Virginia
$108M +$8.18M +75,649 +8%
LMGAM
37
Liberty Mutual Group Asset Management
Massachusetts
$103M
Citigroup
38
Citigroup
New York
$102M -$12.2M -112,770 -11%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$101M +$89.1M +823,470 +767%
EA
40
Efficient Advisors
Ohio
$98.2M +$1.31M +12,138 +1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$96.7M +$3.03M +27,969 +3%
FA
42
FDx Advisors
Illinois
$94.5M -$30.3M -280,425 -24%
Goldman Sachs
43
Goldman Sachs
New York
$90.9M +$10.5M +96,845 +13%
SMA
44
Simply Money Advisors
Ohio
$86.3M -$2.71M -25,005 -3%
SG Americas Securities
45
SG Americas Securities
New York
$85.6M +$51.5M +476,425 +152%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$80.1M -$2.63M -24,311 -3%
SBL
47
Sargent Bickham Lagudis
Colorado
$79.4M +$16.9M +156,043 +27%
MA
48
MCF Advisors
Kentucky
$77.1M +$15.9M +147,067 +26%
HHGA
49
Halbert Hargrove Global Advisors
California
$75.7M +$4.62M +42,720 +7%
1GA
50
1st Global Advisors
Texas
$74.5M +$420K +3,883 +0.6%

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.