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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
Lido Advisors
601
Lido Advisors
California
$332K -$335K -3,097 -50%
COI
602
Connable Office Inc
Michigan
$323K +$58K +536 +22%
MAS
603
Managed Account Services
Florida
$321K +$21.5K +199 +7%
CC
604
Cadinha & Co
Hawaii
$320K
BJ
605
Brouwer & Janachowski
California
$315K -$34.6K -320 -10%
CIC
606
Carnegie Investment Counsel
Ohio
$309K +$100K +925 +48%
FPCP
607
Fort Point Capital Partners
California
$306K -$100K -924 -25%
MWM
608
Meridian Wealth Management
Kentucky
$306K +$18.3K +169 +6%
CG
609
Caprock Group
Idaho
$300K -$18.9K -175 -6%
CONA
610
Capital One National Association
New York
$299K
VIA
611
Vantage Investment Advisors
Pennsylvania
$298K -$53.4K -494 -15%
AIM
612
Arcadia Investment Management
Michigan
$295K -$86K -795 -23%
CBU
613
CIBC Bank USA
Illinois
$290K +$5.95K +55 +2%
GLRA
614
Gerald L. Ray & Associates
Texas
$289K -$56K -518 -16%
RFA
615
Reilly Financial Advisors
California
$288K +$12.7K +117 +5%
FNT
616
First National Trust
Pennsylvania
$287K +$81.1K +750 +40%
AC
617
Abbrea Capital
California
$285K
WI
618
Wedgewood Investors
Pennsylvania
$285K
RW
619
REDW Wealth
New Mexico
$285K +$37K +342 +15%
OC
620
Oakworth Capital
Alabama
$280K -$301K -2,778 -52%
MCM
621
Millie Capital Management
California
$280K
LIM
622
Leavell Investment Management
Alabama
$279K +$35.5K +328 +15%
GT
623
Glenview Trust
Kentucky
$275K
RI
624
Ridgewood Investments
New Jersey
$275K +$27.7K +256 +11%
MWM
625
Mission Wealth Management
California
$273K +$272K +2,513 New

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.