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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
ACP
201
Aveo Capital Partners
Colorado
$10.8M -$4.66M -43,100 -30%
CB
202
Commerce Bank
Missouri
$10.8M -$58.2M -538,013 -84%
RBC
203
Ronald Blue & Co
Georgia
$10.7M -$7.4M -68,375 -41%
AMG
204
Asset Management Group
Connecticut
$10.6M -$34.8K -322 -0.3%
WIC
205
Whitegate Investment Counselors
New Hampshire
$10.6M +$147K +1,362 +1%
TAT
206
TD Ameritrade Trust
Colorado
$10.3M +$7.74M +71,577 +306%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$10.3M -$430K -3,975 -4%
GLA
208
Good Life Advisors
Pennsylvania
$10.3M +$1.21M +11,206 +13%
CAM
209
Caprin Asset Management
Virginia
$9.95M +$31.9K +295 +0.3%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$9.89M +$5.04M +46,582 +105%
CAN
211
Cetera Advisor Networks
California
$9.84M -$44.5K -411 -0.5%
PWPCM
212
Perella Weinberg Partners Capital Management
New York
$9.79M +$9.76M +90,248 New
Comerica Bank
213
Comerica Bank
Texas
$9.77M -$17.4M -160,928 -64%
BCM
214
Bluefin Capital Management
New York
$9.76M +$9.4M +86,920 +2,888%
PAMG
215
Patton Albertson Miller Group
Tennessee
$9.56M -$612K -5,661 -6%
WIP
216
Wellesley Investment Partners
Massachusetts
$9.37M +$1.27M +11,757 +16%
SIM
217
SSI Investment Management
California
$9.33M -$5.09M -47,074 -35%
DT
218
Diversified Trust
Tennessee
$9.21M +$2.81M +25,940 +44%
TCM
219
Twin Capital Management
Pennsylvania
$8.96M -$352K -3,250 -4%
AA
220
Alesco Advisors
New York
$8.87M +$990K +9,147 +13%
DLHL
221
Donald L. Hagan LLC
Florida
$8.81M +$2.43M +22,437 +38%
JIR
222
James Investment Research
Ohio
$8.73M -$490K -4,526 -5%
FTS
223
Fifth Third Securities
Ohio
$8.64M -$1.43M -13,240 -14%
MCM
224
MV Capital Management
Maryland
$8.62M -$1.5M -13,837 -15%
LFAS
225
Level Four Advisory Services
Texas
$8.37M +$631K +5,830 +8%

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.