We are live on ! Find out more
AGG icon

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
PSUF
576
People's United Financial
Connecticut
$384K +$20.9K +193 +6%
LWM
577
Lenox Wealth Management
Ohio
$380K
NGA
578
Naples Global Advisors
Florida
$379K +$3.03K +28 +0.8%
GIM
579
Greenwich Investment Management
Connecticut
$379K +$379K +3,500 New
DIA
580
Denver Investment Advisors
Colorado
$378K -$29.2K -270 -7%
PWMAG
581
Pinnacle Wealth Management Advisory Group
New Jersey
$378K
HWA
582
Heritage Wealth Advisors
Virginia
$375K +$10.2K +94 +3%
WA
583
Wealth Architects
California
$373K -$51.1K -472 -12%
CAM
584
Cubic Asset Management
Massachusetts
$371K
AFIA
585
America First Investment Advisors
Nebraska
$371K +$16K +148 +5%
NB
586
NBT Bank
New York
$368K
GJIC
587
Gamble Jones Investment Counsel
California
$367K -$88.9K -822 -20%
MFT
588
Moisand Fitzgerald Tamayo
Florida
$365K
SRC
589
Shufro Rose & Co
New York
$365K
BWM
590
BerganKDV Wealth Management
Minnesota
$365K +$364K +3,368 New
JIP
591
Jaffetilchin Investment Partners
Florida
$359K -$110K -1,014 -23%
PAG
592
Private Advisory Group
Washington
$351K -$3.02M -27,878 -90%
CFA
593
Carroll Financial Associates
North Carolina
$350K +$51.5K +476 +17%
LC
594
LCNB Corp
Ohio
$349K -$33K -305 -9%
EAM
595
Evanson Asset Management
California
$348K +$541 +5 +0.2%
SSB
596
Sandy Spring Bank
Maryland
$348K +$10.8K +100 +3%
EFS
597
Essex Financial Services
Connecticut
$347K -$542K -5,005 -61%
SFS
598
Summit Financial Strategies
Ohio
$340K +$38.3K +354 +13%
BTIS
599
BB&T Investment Services
North Carolina
$334K +$250K +2,311 +301%
CB
600
Chemical Bank
Michigan
$333K +$12.4K +115 +4%

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.