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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
GEA
526
Glen Eagle Advisors
New Jersey
$600K -$16.7K -154 -3%
SDWMA
527
Schneider Downs Wealth Management Advisors
Pennsylvania
$600K +$17.3K +160 +3%
SCM
528
Stellar Capital Management
Arizona
$600K +$110K +1,015 +22%
NFG
529
NewFocus Financial Group
Washington
$597K +$35.4K +327 +6%
ZB
530
Zions Bancorporation
Utah
$593K
PCM
531
Pointe Capital Management
Michigan
$586K -$749K -6,923 -56%
LNWWM
532
Laird Norton Wetherby Wealth Management
California
$574K +$106K +981 +23%
SA
533
SL Advisors
New Jersey
$556K +$79K +730 +17%
SFSG
534
Stearns Financial Services Group
North Carolina
$552K -$28.9K -267 -5%
CAM
535
Cidel Asset Management
Ontario, Canada
$548K
AF
536
Aldebaran Financial
$546K -$5.95K -55 -1%
BCM
537
Brookmont Capital Management
Texas
$546K +$10.3K +95 +2%
SCG
538
Sonata Capital Group
Washington
$545K
WWM
539
Willingdon Wealth Management
North Carolina
$536K +$535K +4,942 New
FC
540
FCA Corp
Texas
$523K +$76.2K +704 +17%
CIM
541
Cetera Investment Management
California
$514K -$1.39M -12,822 -73%
CAM
542
Concorde Asset Management
Michigan
$511K -$153K -1,411 -23%
4IG
543
440 Investment Group
Kansas
$510K +$509K +4,700 New
SCA
544
Salient Capital Advisors
Texas
$502K -$30.8K -285 -6%
SPWA
545
SteelBridge Private Wealth Advisors
Florida
$500K
JRP
546
Jasper Ridge Partners
California
$500K +$499K +4,610 New
GWM
547
Greenwich Wealth Management
Connecticut
$492K +$491K +4,539 New
BWAM
548
Boyd Watterson Asset Management
Ohio
$487K -$351K -3,240 -42%
CCFCSB
549
Cape Cod Five Cents Savings Bank
Massachusetts
$483K -$37K -342 -7%
MFW
550
Mosaic Family Wealth
Missouri
$477K

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.