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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
BC
476
Brinker Capital
Pennsylvania
$946K +$189K +1,746 +25%
CA
477
Cambridge Advisors
Nebraska
$942K
EWM
478
Evercore Wealth Management
New York
$940K -$64.8K -599 -6%
SCM
479
Shelton Capital Management
Colorado
$939K +$4.54K +42 +0.5%
SFM
480
Signature Financial Management
Virginia
$938K -$109K -1,010 -10%
B
481
Bridgeworth
Alabama
$931K -$22.9K -212 -2%
TNB
482
Thomasville National Bank
Georgia
$921K +$918K +8,488 New
IG
483
ING Group
Netherlands
$904K
SMDAM
484
Sumitomo Mitsui DS Asset Management
Japan
$882K +$200K +1,852 +29%
DAS
485
Dynamic Advisor Solutions
Arizona
$880K -$10.9K -101 -1%
F
486
Filament
Washington
$861K
CSM
487
CAMG Solamere Management
North Carolina
$860K
CWM
488
Cranbrook Wealth Management
Michigan
$859K +$15.1K +140 +2%
NCM
489
New Capital Management
Texas
$840K -$82.8K -765 -9%
PB
490
Pinnacle Bancorp
Nebraska
$831K +$829K +7,658 New
SMC
491
Smith, Moore & Co
Missouri
$829K +$54.1K +500 +7%
ASN
492
Advisory Services Network
Georgia
$828K +$826K +7,630 New
WPC
493
White Pine Capital
Minnesota
$819K +$816K +7,545 New
ACI
494
Alpha Cubed Investments
California
$817K +$289K +2,667 +55%
HCA
495
Harbour Capital Advisors
Virginia
$800K
BMCM
496
Bryn Mawr Capital Management
Pennsylvania
$799K -$2.73M -25,251 -77%
CM
497
Cornerstone Management
Georgia
$799K -$67.4K -623 -8%
EDRH
498
Edmond de Rothschild Holding
Switzerland
$797K -$75.7K -700 -9%
GRP
499
Global Retirement Partners
California
$793K -$221K -2,047 -22%
FWM
500
Frontier Wealth Management
Missouri
$790K -$815K -7,535 -51%

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.