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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
RWM
651
RKL Wealth Management
Pennsylvania
$225K -$79.5K -735 -26%
BO
652
Bank OZK
Arkansas
$225K -$24.6K -227 -10%
HIC
653
Holderness Investments Company
North Carolina
$225K +$224K +2,075 New
NFG
654
Nations Financial Group
Iowa
$222K +$222K +2,049 New
CWP
655
Capital Wealth Planning
Florida
$220K
ACP
656
Arcus Capital Partners
Georgia
$219K +$866 +8 +0.4%
BW
657
Bison Wealth
Georgia
$217K -$43.3K -400 -17%
DAC
658
Dividend Assets Capital
South Carolina
$214K +$213K +1,970 New
BA
659
Bristlecone Advisors
Washington
$213K -$26.7K -247 -11%
FFA
660
First Foundation Advisors
California
$211K -$5.64M -52,120 -96%
PAS
661
Partnervest Advisory Services
California
$211K -$101K -933 -32%
DSC
662
Duncker Streett & Co
Missouri
$211K -$17.7K -164 -8%
WPC
663
Waters Parkerson & Co
Louisiana
$209K -$6.49K -60 -3%
CHAM
664
Clear Harbor Asset Management
Connecticut
$205K +$205K +1,893 New
CFA
665
Capstone Financial Advisors
Illinois
$204K -$16M -147,444 -99%
SEI Investments
666
SEI Investments
Pennsylvania
$204K -$73.2K -677 -27%
WAM
667
Wealthspire Advisors (Maryland)
Maryland
$203K -$17.7K -164 -8%
TIM
668
Tortoise Investment Management
New York
$203K +$121K +1,119 +148%
RFWA
669
RPg Family Wealth Advisory
Massachusetts
$201K -$1.17M -10,839 -85%
ST
670
Spinnaker Trust
Maine
$201K +$201K +1,855 New
KF
671
Krilogy Financial
Missouri
$191K
BWA
672
Burt Wealth Advisors
Maryland
$188K
MCM
673
McRae Capital Management
New Jersey
$186K +$186K +1,715 New
AOWM
674
Alpha Omega Wealth Management
Virginia
$185K +$3.46K +32 +2%
GWA
675
Guidant Wealth Advisors
Illinois
$182K -$99.1K -916 -35%

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.