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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
TF
501
Tompkins Financial
New York
$782K
ST
502
Smithfield Trust
Pennsylvania
$779K +$757K +7,001 +4,024%
FIM
503
Freedom Investment Management
Connecticut
$767K +$16.1K +149 +2%
DAM
504
Delta Asset Management
Tennessee
$737K -$1.08K -10 -0.1%
FWIA
505
Fort Washington Investment Advisors
Ohio
$736K -$743K -6,866 Closed
LWA
506
Lenox Wealth Advisors
New York
$734K -$6.82K -63 -0.9%
CG
507
Colony Group
Massachusetts
$734K -$3.57K -33 -0.5%
FC
508
Forte Capital
New York
$730K +$140K +1,291 +24%
First Trust Advisors
509
First Trust Advisors
Illinois
$714K +$115K +1,061 +19%
GIP
510
Greatmark Investment Partners
Georgia
$708K -$59.5K -550 -8%
DC
511
Davenport & Co
Virginia
$698K -$62.2K -575 -8%
FAM
512
Foothills Asset Management
Arizona
$697K
HTC
513
Haverford Trust Company
Pennsylvania
$682K -$248K -2,290 -27%
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$673K +$671K +6,204 New
CGL
515
Clarius Group LLC
Washington
$655K +$287K +2,655 +79%
WF
516
Welch & Forbes
Massachusetts
$654K -$10.8K -100 -2%
PG
517
Patten Group
Tennessee
$653K +$97.2K +898 +18%
AWA
518
Artemis Wealth Advisors
New York
$651K +$649K +6,000 New
IT
519
Independence Trust
Tennessee
$637K
WS
520
Wedbush Securities
California
$630K -$234K -2,164 -27%
GS
521
Girard Securities
California
$615K +$1.84K +17 +0.3%
AIA
522
Avalon Investment & Advisory
Texas
$614K
PV
523
Private Vista
Illinois
$607K +$433 +4 +0.1%
RTS
524
Round Table Services
New Jersey
$603K +$73.6K +680 +14%
OCG
525
Opus Capital Group
Ohio
$601K +$19.6K +181 +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.