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iShares Core US Aggregate Bond ETF

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $7.25M | Put options by funds: $1.32M

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

32% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 349

11% more capital invested

Capital invested by funds: $46.5B → $51.5B (+$5.01B)

4% more funds holding in top 10

Funds holding in top 10: 181189 (+8)

3.7% more ownership

Funds ownership: 77.76%81.46% (+3.7%)

2% more funds holding

Funds holding: 9871,006 (+19)

Holders
1,006
Holders Change
+19
Holders Change %
+1.93%
% of All Funds
21.85%
Holding in Top 10
189
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.42%
% of All Funds
4.1%
New
90
Increased
462
Reduced
349
Closed
58
Calls
$7.25M
Puts
$1.32M
Net Calls
+$5.92M
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
FSC
226
Full Sail Capital
Oklahoma
$13.1M +$1.81M +16,531 +17%
VanEck Associates
227
VanEck Associates
New York
$12.9M +$4.42M +40,408 +53%
NAM
228
North American Management
Massachusetts
$12.8M -$99.7K -912 -0.8%
MWM
229
Mascoma Wealth Management
New Hampshire
$12.6M +$894K +8,179 +8%
PA
230
Parkside Advisors
California
$12.4M +$46.1K +422 +0.4%
KP
231
Keel Point
Alabama
$12.3M -$1.61M -14,743 -12%
GLLW
232
Graves Light Lenhart Wealth
Virginia
$12.2M -$74.6K -682 -0.6%
Axa
233
Axa
France
$12M +$1.28M +11,750 +12%
M&T Bank
234
M&T Bank
New York
$12M +$442K +4,043 +4%
CB
235
Commerce Bank
Missouri
$11.9M +$349K +3,195 +3%
MAFM
236
Mid Atlantic Financial Management
Pennsylvania
$11.9M +$3.09M +28,231 +36%
GLA
237
Good Life Advisors
Pennsylvania
$11.8M -$104K -947 -0.9%
RWP
238
RWA Wealth Partners
Massachusetts
$11.7M -$2.94M -26,883 -20%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$11.6M +$1.96M +17,902 +21%
BC
240
Bartlett & Co
Ohio
$11.6M +$1.96M +17,902 +21%
CJA
241
C-J Advisory
California
$11.3M -$10.6K -97 -0.1%
MFM
242
Mirsky Financial Management
New York
$11.3M +$290K +2,656 +3%
W
243
WealthStone
Ohio
$11.3M
FFS
244
Founders Financial Securities
Maryland
$10.9M -$3.57M -32,624 -25%
HI
245
Horizon Investments
North Carolina
$10.8M +$164K +1,502 +2%
WT
246
Washington Trust
Rhode Island
$10.7M +$27.3K +250 +0.3%
SA
247
Sunesis Advisors
Kansas
$10.7M -$3.01M -27,532 -22%
WB
248
WesBanco Bank
West Virginia
$10.6M +$259K +2,371 +3%
CL
249
Cabana LLC
Arkansas
$10.6M +$10.3M +93,966 New
PWPCM
250
Perella Weinberg Partners Capital Management
New York
$10.4M +$501K +4,581 +5%

AGG Hedge Fund Activity: Q2 2019 in Review

1,006 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2019, worth a combined $51.5B — up 11% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AGG positions and 58 closed out — a net gain of 32 holders — while 462 added to existing stakes and 349 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.5B. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $204M.

  • 1,006 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2019, up from 987 in Q1 2019.
  • Funds reported $51.5B of iShares Core US Aggregate Bond ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 90 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2019 and 58 closed out, a net change of +32 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $1.5B added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2019.