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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
PAG
176
Pinnacle Advisory Group
Maryland
$12.8M -$27.2M -251,308 -68%
NAM
177
North American Management
Massachusetts
$12.7M -$575K -5,316 -4%
SF
178
Synovus Financial
Georgia
$12.7M -$1.42M -13,121 -10%
ACM
179
Aviance Capital Management
Florida
$12.6M -$5.91M -54,610 -32%
BOH
180
Bank of Hawaii
Hawaii
$12.6M
SFA
181
Stewardship Financial Advisors
Georgia
$12.1M +$3.66M +33,829 +43%
AIM
182
Acropolis Investment Management
Missouri
$12M -$192K -1,771 -2%
BWA
183
BlueSky Wealth Advisors
North Carolina
$12M -$969K -8,952 -8%
FCIM
184
Fairview Capital Investment Management
California
$11.8M +$1.5M +13,825 +15%
CWM
185
Confluence Wealth Management
Oregon
$11.8M -$600K -5,547 -5%
GI
186
Glovista Investments
New Jersey
$11.7M +$2.24M +20,697 +24%
VFA
187
Voya Financial Advisors
Connecticut
$11.7M -$8.94M -82,657 -43%
RFS
188
Rockefeller Financial Services
New York
$11.5M -$5.7M -52,677 -33%
CL
189
CPWM LLC
Washington
$11.5M -$215K -1,983 -2%
PFS
190
Prospera Financial Services
Texas
$11.5M -$477K -4,410 -4%
WB
191
Webster Bank
Connecticut
$11.4M -$668K -6,174 -6%
HCA
192
Heck Capital Advisors
Wisconsin
$11.2M +$1.43M +13,180 +15%
HI
193
Horizon Investments
North Carolina
$11.2M +$1.09M +10,083 +11%
CA
194
Cambridge Associates
Massachusetts
$11.2M -$779K -7,197 -7%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$11.2M +$615K +5,687 +6%
AP
196
Appleton Partners
Massachusetts
$11M +$11M +101,787 New
ANB
197
Amarillo National Bank
Texas
$11M -$2.39M -22,093 -18%
PA
198
Parkside Advisors
California
$11M +$410K +3,793 +4%
HFS
199
HL Financial Services
Kentucky
$11M -$6.88M -63,570 -39%
RMC
200
Regis Management Company
California
$10.9M +$579K +5,353 +6%

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.