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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
VAM
126
Visionary Asset Management
Texas
$19.7M +$383K +3,536 +2%
VFA
127
Virtus Fund Advisers
Connecticut
$19.7M +$411K +3,797 +2%
AG
128
Advisor Group
Arizona
$19.6M +$3.84M +35,463 +24%
FA
129
FC Advisory
Pennsylvania
$19M +$230K +2,128 +1%
JHIU
130
Janus Henderson Investors US
Colorado
$19M +$6.37M +58,854 +51%
LA
131
LVW Advisors
New York
$19M +$1.16M +10,677 +7%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$18M -$6.57M -60,711 -27%
RJT
133
Raymond James Trust
Florida
$17.9M +$971K +8,978 +6%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$17.8M +$981K +9,064 +6%
JWA
135
JFS Wealth Advisors
Pennsylvania
$16.9M
HNB
136
Huntington National Bank
Ohio
$16.6M -$293K -2,711 -15%
Truist Financial
137
Truist Financial
North Carolina
$16.5M +$3.35M +31,008 +26%
WT
138
Washington Trust
Rhode Island
$16.5M -$543K -5,019 -3%
GFPC
139
Global Financial Private Capital
Florida
$16.4M +$16.3M +151,081 New
ONB
140
Old National Bancorp
Indiana
$16.3M +$11.5M +106,300 +240%
BTNA
141
Bremer Trust National Association
Minnesota
$16.2M +$2.68M +24,810 +20%
IFA
142
Interactive Financial Advisors
Illinois
$16.1M +$186K +1,716 +1%
BCI
143
Brinker Capital Investments
Pennsylvania
$15.9M +$2.7M +24,952 +20%
CIR
144
Clear Investment Research
Georgia
$15.8M +$732K +6,764 +5%
FNBT
145
FineMark National Bank & Trust
Florida
$15.7M +$1.18M +10,887 +8%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$15.4M -$3.97M -36,715 -21%
CCT
147
Capital City Trust
Florida
$15.3M -$746K -6,895 -5%
WFWM
148
Wechter Feldman Wealth Management
New Jersey
$15.3M -$1.84M -17,036 -11%
BTS
149
BB&T Securities
Virginia
$15.2M -$6.94M -64,191 -31%
SPC
150
Sigma Planning Corp
Michigan
$15.2M +$3.49M +32,301 +30%

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.