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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
CWM
151
Calamos Wealth Management
Illinois
$15.1M +$1.18M +10,913 +9%
NA
152
NewEdge Advisors
Louisiana
$14.9M +$14.6M +134,602 +5,193%
PFM
153
Peak Financial Management
Massachusetts
$14.8M +$2.27K +21 +0%
MA
154
MUFG Americas
New York
$14.8M -$663K -6,125 -4%
AWA
155
ARS Wealth Advisors
Florida
$14.7M -$1M -9,276 -6%
DC
156
Deere & Company
Illinois
$14.6M
EA
157
Edge Advisors
Georgia
$14.6M +$1.03M +9,530 +8%
FI
158
FormulaFolio Investments
Michigan
$14.4M +$10.3M +95,534 +256%
IGIM
159
I.G. Investment Management
Manitoba, Canada
$14.4M +$7.02M +64,900 +96%
ICOA
160
Investment Centers of America
North Dakota
$14.3M -$1.01M -9,347 -7%
AI
161
Atria Investments
North Carolina
$14.1M -$94.2K -871 -0.7%
TCM
162
Towercrest Capital Management
Pennsylvania
$14.1M +$749K +6,923 +6%
SBWM
163
Sunflower Bank Wealth Management
Arizona
$14.1M -$104K -965 -0.7%
FAT
164
First American Trust
California
$14.1M +$1.76M +16,288 +14%
RWP
165
RWA Wealth Partners
Massachusetts
$14M +$14M +129,417 New
IA
166
IFP Advisors
Florida
$13.7M -$3.5M -32,377 -20%
Capstone Investment Advisors
167
Capstone Investment Advisors
New York
$13.5M +$13.5M +124,794 New
MCM
168
Makena Capital Management
California
$13.4M -$2.24M -20,744 -14%
WA
169
Wilshire Advisors
California
$13.3M -$3.44M -31,811 -21%
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3M +$4.1M +37,914 +45%
FWP
171
FAS Wealth Partners
Kansas
$13.3M -$26.6M -246,274 -67%
FAAS
172
First Allied Advisory Services
California
$13.2M -$10.7M -98,482 -45%
AL
173
Aspiriant LLC
California
$13.2M -$5.01M -46,297 -5%
IAA
174
Independent Advisor Alliance
North Carolina
$13.1M +$13.1M +120,805 New
TC
175
Toews Corporation
New Jersey
$13.1M +$13.1M +121,000 New

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.