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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
WA
251
Waverly Advisors
Alabama
$7.1M +$125K +1,179 +2%
VC
252
Vicus Capital
Pennsylvania
$7.04M -$67.3K -634 -0.9%
TFCP
253
Twin Focus Capital Partners
Massachusetts
$7.01M -$390K -3,678 -5%
MPPLM
254
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.99M -$173K -1,628 -2%
RFO
255
RiverGlades Family Offices
Florida
$6.96M -$320K -3,018 -4%
EGA
256
E&G Advisors
Texas
$6.93M +$21.3K +201 +0.3%
PI
257
PHH Investments
Texas
$6.9M -$32M -301,482 -82%
WP
258
WealthSource Partners
California
$6.75M +$344K +3,245 +5%
WCM
259
Wunderlich Capital Managemnt
Tennessee
$6.67M +$135K +1,273 +2%
CAM
260
Caprin Asset Management
Virginia
$6.63M +$66.8K +630 +1%
WB
261
Webster Bank
Connecticut
$6.62M -$1.67M -15,762 -20%
CAG
262
Crestwood Advisors Group
Massachusetts
$6.58M +$522K +4,917 +9%
ST
263
Sentinel Trust
Texas
$6.52M +$531K +5,002 +9%
LGWM
264
Litman Gregory Wealth Management
California
$6.28M +$6.24M +58,867 +9,449%
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.14M -$2.29M -21,575 -27%
FWP
266
FAS Wealth Partners
Kansas
$6.09M -$637K -6,007 -9%
LNC
267
Lincoln National Corp
Pennsylvania
$6M +$1.41M +13,258 +30%
AssetMark Inc
268
AssetMark Inc
California
$6M +$161K +1,522 +3%
IWA
269
Independence Wealth Advisors
Virginia
$5.95M +$315K +2,971 +6%
Comerica Bank
270
Comerica Bank
Texas
$5.8M +$1.05M +9,940 +22%
CPO
271
Cerity Partners OCIO
New York
$5.8M +$29.5K +278 +0.5%
JIC
272
Johnson Investment Counsel
Ohio
$5.79M +$853K +8,039 +17%
ASN
273
Advisory Services Network
Georgia
$5.78M -$210K -1,983 -3%
RMC
274
Regis Management Company
California
$5.68M +$452K +4,261 +9%
PWG
275
Private Wealth Group
Florida
$5.67M +$5.7M +53,697 New

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.