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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
Neuberger Berman Group
776
Neuberger Berman Group
New York
-$538K -4,975 Closed
SIG
777
Stanford Investment Group
California
-$472K -4,368 Closed
SGI
778
Summit Global Investments
Utah
-$429K -3,973 Closed
EAM
779
Eagle Asset Management
Florida
-$419K -3,883 Closed
AWM
780
Affinity Wealth Management
Delaware
-$395K -3,659 Closed
N
781
Nuveen
North Carolina
-$392K -3,631 Closed
GCAC
782
Guardian Capital Advisors (Canada)
Ontario, Canada
-$364K -3,350 Closed
GMA
783
Goldstein Munger & Associates
California
-$346K -3,205 Closed
ACM
784
Alpha Capital Management
Texas
-$342K -3,167 Closed
PSW
785
Portfolio Strategies (Washington)
Washington
-$339K -3,139 Closed
CS
786
Credit Suisse
Switzerland
-$330K -3,050 Closed
MC
787
Moors & Cabot
Massachusetts
-$322K -2,977 Closed
SC
788
SouthState Corp
Florida
-$292K -2,700 Closed
RT
789
Rockland Trust
Massachusetts
-$284K -2,630 Closed
MWM
790
Modera Wealth Management
New Jersey
-$280K -2,593 Closed
CIC
791
Cutler Investment Counsel
Oregon
-$229K -2,117 Closed
CIM
792
Confluence Investment Management
Missouri
-$228K -2,114 Closed
IWA
793
IBEX Wealth Advisors
New Jersey
-$162K -1,497 Closed
JIC
794
Joel Isaacson & Co
New York
-$130K -1,200 Closed
OSNBOA
795
Old Second National Bank of Aurora
Illinois
-$101K -932 Closed
LWMT
796
Legacy Wealth Management (Tennessee)
Tennessee
-$88.3K -817 Closed
TA
797
Tiedemann Advisors
New York
-$87K -807 Closed
VNA
798
Valley National Advisers
Pennsylvania
-$24K -220 Closed
WCBA
799
Weaver C. Barksdale & Associates
Tennessee
-$16K -149 Closed
TWA
800
TCI Wealth Advisors
Arizona
-$15K -137 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.