We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

864 hedge funds and large institutions have $43.6B invested in iShares Core US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 365 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 331

8% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 60

2% more capital invested

Capital invested by funds: $42.6B → $43.6B (+$1B)

0.8% more ownership

Funds ownership: 77.72%78.52% (+0.8%)

0% less funds holding

Funds holding: 865864 (-1)

10% less funds holding in top 10

Funds holding in top 10: 167150 (-17)

74% less call options, than puts

Call options by funds: $53.6M | Put options by funds: $210M

Holders
864
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
19.75%
Holding in Top 10
150
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.18%
% of All Funds
3.43%
New
65
Increased
365
Reduced
331
Closed
60
Calls
$53.6M
Puts
$210M
Net Calls
-$156M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Virtue Capital Management
Tennessee
$8.97M +$4.92M +46,353 +120%
JRP
227
Jasper Ridge Partners
California
$8.93M +$8.75M +82,457 +3,793%
TSW
228
Thompson Siegel & Walmsley
Virginia
$8.79M -$293K -2,765 -3%
WF
229
WealthTrust Fairport
Ohio
$8.52M +$365K +3,438 +4%
PT
230
Plimoth Trust
Massachusetts
$8.4M +$161K +1,514 +2%
BNP Paribas Financial Markets
231
BNP Paribas Financial Markets
France
$8.25M +$4.29M +40,481 +107%
RWG
232
Regal Wealth Group
California
$8.21M +$5.27M +49,719 +177%
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
$8.19M +$205K +1,936 +3%
BC
234
Bartlett & Co
Ohio
$8.13M +$361K +3,399 +5%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$8.13M +$361K +3,399 +5%
Axa
236
Axa
France
$8.01M +$1.88M +17,770 +31%
SBWM
237
Sunflower Bank Wealth Management
Arizona
$7.84M -$250K -2,360 -3%
MP
238
Manifold Partners
California
$7.8M -$6.34M -59,800 -45%
CA
239
Calton & Associates
Florida
$7.76M -$8.41M -79,296 -52%
MLICM
240
Metropolitan Life Insurance Company (MetLife)
New York
$7.74M -$102M -956,980 -93%
OMC
241
Old Mission Capital
Illinois
$7.6M +$7.64M +72,003 New
WP
242
WealthShield Partners
North Carolina
$7.56M -$278K -2,617 -4%
CWM
243
Calamos Wealth Management
Illinois
$7.51M -$1.58M -14,912 -17%
SWM
244
Shakespeare Wealth Management
Wisconsin
$7.43M +$7.47M +70,444 New
SPIA
245
Steward Partners Investment Advisory
New York
$7.42M +$301K +2,842 +4%
GC
246
Guggenheim Capital
Illinois
$7.41M
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$7.33M -$169K -1,589 -2%
TFF
248
The Family Firm
Maryland
$7.29M +$78.9K +744 +1%
FTS
249
Fifth Third Securities
Ohio
$7.21M +$7.25M +68,343 New
IA
250
IndexIQ Advisors
New York
$7.2M +$1.86M +17,581 +35%

AGG Hedge Fund Activity: Q3 2018 in Review

864 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2018, worth a combined $43.6B — up 2.4% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AGG positions and 60 closed out — a net gain of 5 holders — while 365 added to existing stakes and 331 trimmed.

The largest buyer was Creative Planning, adding an estimated $221M. The largest seller was Toews Corporation, exiting entirely with an estimated $113M sold.

  • 864 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2018, down from 865 in Q2 2018.
  • Funds reported $43.6B of iShares Core US Aggregate Bond ETF stock for Q3 2018, up 2.4% quarter-over-quarter.
  • 65 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2018 and 60 closed out, a net change of +5 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q3 2018 was Creative Planning, an estimated $221M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q3 2018 was Toews Corporation, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2018.