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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
CAI
751
Capital Advisors Inc
Oklahoma
-$33.3M -308,048 Closed
Allianz Asset Management
752
Allianz Asset Management
Germany
-$20.2M -187,129 Closed
MBT
753
Montecito Bank & Trust
California
-$20.1M -185,544 Closed
JWM
754
Jackson Wealth Management
Florida
-$19.9M -182,938 Closed
Principal Financial Group
755
Principal Financial Group
Iowa
-$17.2M -159,503 Closed
FWM
756
FFT Wealth Management
Pennsylvania
-$8.54M -79,075 Closed
MIAN
757
Mariner Independent Advisor Network
Kansas
-$6.83M -63,256 Closed
FEG
758
Fund Evaluation Group
Ohio
-$5.8M -53,692 Closed
LW
759
Linscomb Wealth
Texas
-$5.49M -50,786 Closed
PWS
760
Paragon Wealth Strategies
Florida
-$4.58M -42,379 Closed
G
761
Gainplan
Michigan
-$3.97M -36,716 Closed
LGWM
762
Litman Gregory Wealth Management
California
-$3.02M -27,931 Closed
RIG
763
RiverFront Investment Group
Virginia
-$2.04M -18,922 Closed
Calamos Advisors
764
Calamos Advisors
Illinois
-$1.62M -15,000 Closed
KSA
765
Ken Stern & Associates
California
-$1.41M -13,009 Closed
EC
766
Estate Counselors
Wisconsin
-$1.15M -10,660 Closed
PA
767
Paracle Advisors
Washington
-$1.05M -9,687 Closed
Loomis, Sayles & Company
768
Loomis, Sayles & Company
Massachusetts
-$953K -8,820 Closed
HSA
769
HBK Sorce Advisory
Pennsylvania
-$901K -8,325 Closed
Fiera Capital (Canada)
770
Fiera Capital (Canada)
Quebec, Canada
-$754K -6,974 Closed
TSS
771
Two Sigma Securities
New York
-$750K -6,937 Closed
TAM
772
Taurus Asset Management
New York
-$735K -6,800 Closed
UBWV
773
United Bank (West Virginia)
West Virginia
-$664K -6,145 Closed
SAM
774
Shamrock Asset Management
Texas
-$604K -5,585 Closed
AGA
775
Accuvest Global Advisors
Utah
-$571K -5,285 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.