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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
RWA
726
Ropes Wealth Advisors
Massachusetts
$17K +$4.98K +46 +40%
MAS
727
Madden Advisory Services
Florida
$17K +$17.2K +159 New
OFW
728
Omnia Family Wealth
Florida
$15K -$6.53M -60,313 -100%
PMFA
729
Plante Moran Financial Advisors
Michigan
$15K -$4K -37 -22%
TDC
730
Thompson Davis & Co
Virginia
$15K
AA
731
AlphaMark Advisors
Kentucky
$14K
LA
732
Legacy Advisors
Pennsylvania
$14K
PK
733
Pflug Koory
Nebraska
$14K
PS
734
Portfolio Solutions
Michigan
$14K +$14K +129 New
TCCM
735
Timber Creek Capital Management
Massachusetts
$13K -$974 -9 -7%
Thrivent Financial for Lutherans
736
Thrivent Financial for Lutherans
Minnesota
$13K
ECM
737
Exchange Capital Management
Michigan
$12K +$11.9K +110 New
HR
738
Howe & Rusling
New York
$10K
QFA
739
Quattro Financial Advisors
Texas
$8.7K +$8.72M +80,583 New
CFS
740
Commonwealth Financial Services
West Virginia
$8K -$52.4K -484 -87%
RFM
741
Royal Fund Management
Florida
$8K +$8.11K +75 New
IWM
742
IHT Wealth Management
Illinois
$3K -$470K -4,346 -99%
TCM
743
Tradewinds Capital Management
Washington
$2K -$14.5K -134 -87%
NR
744
Newfound Research
Massachusetts
$2K +$1.62K +15 New
AP
745
Advisors Preferred
Maryland
$1.75K -$516K -4,768 -26%
LYV
746
Live Your Vision
Pennsylvania
$1K
NDSI
747
Newman Dignan & Sheerar Inc
Rhode Island
$534 -$354K -3,273 -40%
VCM
748
Vivaldi Capital Management
Illinois
$482 +$481K +4,445 New
SOMRS
749
State of Michigan Retirement System
Michigan
-$48.6M -450,000 Closed
PI
750
PHH Investments
Texas
-$41.4M -382,984 Closed

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.