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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
RSA
626
Robertson Stephens Advisors
California
$270K +$272K +2,513 New
Nomura Asset Management
627
Nomura Asset Management
Japan
$269K
DWM
628
Dakota Wealth Management
Florida
$265K +$216 +2 +0.1%
CSIC
629
Clifford Swan Investment Counsel
California
$263K
MI
630
Moneywise Inc
Virginia
$263K +$3.35K +31 +1%
PCP
631
Proficio Capital Partners
Massachusetts
$257K +$13.5K +125 +6%
Wolverine Trading
632
Wolverine Trading
Illinois
$254K -$167K -1,548 -40%
ClearBridge Investments
633
ClearBridge Investments
New York
$253K +$2.16K +20 +0.9%
ATC
634
Argent Trust Co
Tennessee
$252K -$262K -2,424 -51%
PCM
635
Parsons Capital Management
Rhode Island
$251K -$7.57K -70 -3%
NSIM
636
North Star Investment Management
Illinois
$248K -$9.09K -84 -4%
STMM
637
South Texas Money Management
Texas
$246K -$544K -5,027 -69%
WCA
638
Westover Capital Advisors
Delaware
$245K -$3.57K -33 -1%
WPA
639
West Paces Advisors
Georgia
$244K -$459K -4,246 -65%
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$238K +$123K +1,134 +107%
LNB
641
Ledyard National Bank
$236K +$164K +1,515 +228%
DJSG
642
D.J. St. Germain
Massachusetts
$236K +$236K +2,177 New
BGC
643
Blue Granite Capital
South Carolina
$233K
OWM
644
Orgel Wealth Management
Wisconsin
$232K -$2.75M -25,394 -92%
CCMG
645
Clark Capital Management Group
Pennsylvania
$232K +$14.3K +132 +7%
BHB
646
Bank Hapoalim BM
Israel
$229K
MCM
647
Mengis Capital Management
Oregon
$229K
GA
648
Gateway Advisory
New Jersey
$228K -$362K -3,350 -62%
BFPW
649
BOK Financial Private Wealth
Colorado
$226K -$243K -2,250 -52%
NIC
650
Northwest Investment Counselors
Oregon
$226K -$13K -120 -5%

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.