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iShares Core US Aggregate Bond ETF

748 hedge funds and large institutions have $30.5B invested in iShares Core US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 293 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $497K

174% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 46

16% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 253

9% more funds holding

Funds holding: 684748 (+64)

2% more funds holding in top 10

Funds holding in top 10: 168172 (+4)

1.39% more ownership

Funds ownership: 72.04%73.43% (+1.4%)

1% more capital invested

Capital invested by funds: $30.1B → $30.5B (+$412M)

Holders
748
Holders Change
+64
Holders Change %
+9.36%
% of All Funds
18.7%
Holding in Top 10
172
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.38%
% of All Funds
4.3%
New
126
Increased
293
Reduced
253
Closed
46
Calls
$2.57M
Puts
$497K
Net Calls
+$2.08M
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.96B +$283M +2,587,479 +8%
BFA
2
BlackRock Fund Advisors
California
$2.68B +$80.1M +731,193 +3%
Wells Fargo
3
Wells Fargo
California
$2.32B +$478M +4,361,651 +25%
Bank of America
4
Bank of America
North Carolina
$2.14B +$484M +4,413,516 +29%
RJA
5
Raymond James & Associates
Florida
$1.14B +$118M +1,074,747 +11%
Creative Planning
6
Creative Planning
Kansas
$986M +$50.1M +457,215 +5%
MFRM
7
Milliman Financial Risk Management
Illinois
$886M +$16.1M +147,158 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$785M +$89.8M +819,510 +13%
BlackRock
9
BlackRock
New York
$736M +$67.6M +616,845 +10%
UBS Group
10
UBS Group
Switzerland
$726M -$46.4M -423,848 -6%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$721M +$45.5M +415,751 +7%
BIT
12
BlackRock Institutional Trust
California
$671M +$418M +3,810,910 +159%
SCM
13
SCS Capital Management
Massachusetts
$523M -$48.5M -443,053 -8%
JP Morgan Chase
14
JP Morgan Chase
New York
$518M +$127M +1,156,667 +32%
Morgan Stanley
15
Morgan Stanley
New York
$515M -$100M -916,695 -16%
QI
16
QS Investors
New York
$515M -$127M -1,160,442 -20%
Ameriprise
17
Ameriprise
Minnesota
$512M +$55.3M +504,509 +12%
US Bancorp
18
US Bancorp
Minnesota
$452M +$2.37M +21,657 +0.5%
TCT
19
TIAA CREF Trust
Missouri
$326M +$15.8M +144,380 +5%
AF
20
Allworth Financial
California
$272M +$12.9M +117,294 +5%
Prudential Financial
21
Prudential Financial
New Jersey
$235M -$44.6M -406,817 -16%
KeyBank National Association
22
KeyBank National Association
Ohio
$233M +$8.25M +75,340 +4%
ECM
23
ETrade Capital Management
Virginia
$202M +$12.1M +110,602 +6%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$198M +$2.15M +19,637 +1%
DWM
25
Destination Wealth Management
California
$189M -$7.28M -66,422 -4%

AGG Hedge Fund Activity: Q4 2016 in Review

748 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2016, worth a combined $30.5B — up 1.4% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new AGG positions and 46 closed out — a net gain of 80 holders — while 293 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $484M. The largest seller was Goldman Sachs, cutting an estimated $253M.

  • 748 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2016, up from 684 in Q3 2016.
  • Funds reported $30.5B of iShares Core US Aggregate Bond ETF stock for Q4 2016, up 1.4% quarter-over-quarter.
  • 126 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2016 and 46 closed out, a net change of +80 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q4 2016 was Bank of America, an estimated $484M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q4 2016 was Goldman Sachs, an estimated $253M sold.

Based on aggregated 13F filings for Q4 2016.