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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
CTB
101
Country Trust Bank
Illinois
$28M +$3.84M +35,499 +16%
EMA
102
Efficient Market Advisors
California
$27.8M +$3.55M +32,822 +15%
BFA
103
Beaumont Financial Advisors
Massachusetts
$27.6M +$760K +7,024 +3%
IA
104
IndexIQ Advisors
New York
$27.5M -$2.34M -21,651 -8%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$27M -$5.08M -46,988 -16%
PFM
106
Phillips Financial Management
Indiana
$27M +$2.83M +26,151 +12%
SWP
107
Stratos Wealth Partners
Ohio
$26M +$5.94M +54,917 +30%
FCH
108
Freestone Capital Holdings
Washington
$26M +$25.9M +239,799 New
RhumbLine Advisers
109
RhumbLine Advisers
Massachusetts
$25.7M +$16.3M +150,225 +173%
BT
110
Beacon Trust
New Jersey
$25.4M -$1.48M -13,657 -6%
LMIM
111
Lockheed Martin Investment Management
Maryland
$25.1M -$2.68M -24,800 -10%
SI
112
SII Investments
Wisconsin
$25M +$453K +4,190 +2%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$24.9M -$6.26M -57,821 -20%
TPWA
114
TRUE Private Wealth Advisors
Oregon
$24.3M +$1.88M +17,407 +8%
JWM
115
Janiczek Wealth Management
Colorado
$24.3M +$14.2M +131,385 +142%
EPP
116
ETF Portfolio Partners
Kansas
$24.1M +$623K +5,755 +3%
FHA
117
First Horizon Advisors
Tennessee
$23.6M +$6.08M +56,157 +35%
PAG
118
Private Advisor Group
New Jersey
$23.5M -$1.92M -17,742 -8%
NPC
119
National Planning Corporation
California
$23.3M -$352K -3,256 -1%
WT
120
Whittier Trust
California
$22.3M +$1.99M +18,407 +10%
BHWM
121
Bar Harbor Wealth Management
New Hampshire
$22.2M +$2.53M +23,417 +13%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$22M +$22M +203,187 New
BWFM
123
Bridgewater Wealth & Financial Management
Maryland
$21.3M +$5.66M +52,353 +36%
UR
124
USCA RIA
Texas
$20.9M -$275K -2,542 -1%
AIM
125
Astor Investment Management
Illinois
$19.7M -$6.88M -63,583 -26%

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.