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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
UCFA
76
United Capital Financial Advisors
Texas
$43.4M -$709K -6,553 -2%
NC
77
NewSquare Capital
Pennsylvania
$42.7M +$1.16M +10,751 +3%
SMM
78
Stadion Money Management
Georgia
$42.5M -$2.8M -25,902 -6%
HighTower Advisors
79
HighTower Advisors
Illinois
$41.5M +$6.47M +59,821 +19%
Lazard Asset Management
80
Lazard Asset Management
New York
$40.9M
VCM
81
Verger Capital Management
North Carolina
$40M +$1.45M +13,444 +4%
CAL
82
Capital Analysts LLC
Pennsylvania
$39.5M +$39.3M +363,632 +93,962%
RW
83
Rand Wealth
Maryland
$39.4M +$38.6M +356,866 +5,551%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$38.3M +$2.52M +23,308 +7%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$38.3M +$11.5M +106,668 +43%
AAP
86
Arax Advisory Partners
Colorado
$37.4M +$907K +8,386 +2%
BAAM
87
Baker Avenue Asset Management
California
$36.9M +$212K +1,963 +0.6%
SL
88
Summitry LLC
California
$36.8M +$1.88M +17,410 +5%
WAM
89
Watermark Asset Management
California
$36.4M +$36.3M +335,805 New
Franklin Resources
90
Franklin Resources
California
$33.1M +$2.71M +25,070 +9%
FFA
91
Fragasso Financial Advisors
Pennsylvania
$32.1M +$1.58M +14,587 +5%
PWAG
92
Polaris Wealth Advisory Group
California
$31.9M -$190K -1,755 -0.6%
Mariner
93
Mariner
Kansas
$31.9M +$3.84M +35,493 +14%
IH
94
IFC Holdings
Florida
$31.6M +$1.11M +10,298 +4%
SFA
95
Sequoia Financial Advisors
Ohio
$31.4M -$4.11M -37,987 -12%
KP
96
Keel Point
Alabama
$31.2M -$1.34M -12,405 -4%
CA
97
Cetera Advisors
Colorado
$30.5M -$2.39M -22,112 -7%
MSA
98
Mason Street Advisors
Wisconsin
$28.9M +$28.8M +266,600 New
LA
99
Leonetti & Associates
Illinois
$28.9M -$1.26M -11,605 -4%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$28.6M -$722K -6,670 -2%

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.