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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
CB
701
Community Bank
New York
$68K -$3.55M -32,805 -98%
CAL
702
Capital Advisors Ltd
Ohio
$62K -$1.52M -14,041 -96%
MIM
703
Macroview Investment Management
Maryland
$60K +$52.5K +485 +693%
MWM
704
MinichMacGregor Wealth Management
New York
$58K
FANJ
705
Financial Architects (New Jersey)
New Jersey
$56K -$2.16K -20 -4%
CPIG
706
Chicago Partners Investment Group
Illinois
$55K +$216 +2 +0.4%
SPL
707
Smart Portfolios LLC
Washington
$53K +$2.6K +24 +5%
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$50.4K
AWM
709
AllSquare Wealth Management
New York
$48K +$9.85K +91 +26%
AA
710
Apriem Advisors
California
$43K -$13.1K -121 -23%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$40K -$75.5K -698 -65%
SIC
712
Salem Investment Counselors
North Carolina
$40K +$40.1K +371 New
IAS
713
INR Advisory Services
Pennsylvania
$39K
HT
714
Heritage Trust
Oklahoma
$34K +$34.1K +315 New
CTC
715
Central Trust Company
Missouri
$30K +$29.4K +272 New
WAS
716
Winch Advisory Services
Wisconsin
$29K
BAM
717
Barrett Asset Management
New York
$28K +$5.41K +50 +24%
SNT
718
Security National Trust
West Virginia
$27K
SA
719
SRH Advisors
Kansas
$27K
GI
720
Gradient Investments
Minnesota
$26K -$20.8K -192 -44%
GWS
721
Glassman Wealth Services
Virginia
$23K
FPS
722
Fieldpoint Private Securities
Connecticut
$23K +$22.7K +210 New
AIM
723
Anchor Investment Management
South Carolina
$22K -$2.49K -23 -10%
WEC
724
Winslow Evans & Crocker
Massachusetts
$18.2K
AIS
725
Accurate Investment Solutions
Pennsylvania
$18K

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.