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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
DI
251
Diligent Investors
California
$10.3M +$10.1M +92,290 New
CAM
252
Caprin Asset Management
Virginia
$10M +$659K +6,030 +7%
Manulife (Manufacturers Life Insurance)
253
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.96M -$3.38M -30,927 -26%
WA
254
Waverly Advisors
Alabama
$9.85M -$421K -3,848 -4%
AIM
255
Acropolis Investment Management
Missouri
$9.58M -$445K -4,074 -5%
CI
256
Cavalier Investments
Georgia
$9.56M +$9.39M +85,834 New
AI
257
Atria Investments
North Carolina
$9.47M -$4.06M -37,134 -31%
PFM
258
Peak Financial Management
Massachusetts
$9.19M +$212K +1,942 +2%
HNB
259
Huntington National Bank
Ohio
$9.05M
LPWM
260
Lake Point Wealth Management
Texas
$8.99M
VOYA Investment Management
261
VOYA Investment Management
Georgia
$8.98M -$26.2M -239,899 -75%
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$8.81M +$143K +1,304 +2%
FIA
263
Foundations Investment Advisors
Arizona
$8.72M +$8.55M +78,153 New
CFB
264
Cullen/Frost Bankers
Texas
$8.64M +$957K +8,753 +13%
RWG
265
Regal Wealth Group
California
$8.61M +$210K +1,916 +3%
LSAG
266
Lake Street Advisors Group
New Hampshire
$8.57M -$258K -2,361 -3%
KWM
267
Kingsview Wealth Management
Oregon
$8.56M +$859K +7,855 +11%
PT
268
Plimoth Trust
Massachusetts
$8.56M -$193K -1,766 -2%
JSA
269
Jacobson & Schmitt Advisors
Wisconsin
$8.52M +$1.47M +13,400 +21%
CPP
270
Crow Point Partners
Massachusetts
$8.44M -$2.79M -25,505 -25%
EWM
271
Executive Wealth Management
Michigan
$8.34M -$3.28M -29,981 -29%
PAG
272
Pinnacle Advisory Group
Maryland
$8.31M -$148K -1,354 -2%
FCIM
273
Fairview Capital Investment Management
California
$8.3M +$180K +1,650 +2%
LA
274
LVW Advisors
New York
$8.25M -$7.82M -71,520 -49%
CAG
275
Crestwood Advisors Group
Massachusetts
$8.19M -$123K -1,121 -2%

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.