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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
FMW
276
Farr Miller & Washington
District of Columbia
$5.62M +$315K +2,966 +6%
FA
277
Forefront Analytics
Pennsylvania
$5.61M +$37.3K +352 +0.7%
CC
278
Cadinha & Co
Hawaii
$5.45M +$712K +6,713 +15%
ACI
279
Alpha Cubed Investments
California
$5.44M +$274K +2,581 +5%
DWM
280
Darwin Wealth Management
Florida
$5.39M +$322K +3,033 +6%
LFAS
281
Level Four Advisory Services
Texas
$5.37M -$5.68M -53,563 -51%
Millennium Management
282
Millennium Management
New York
$5.33M -$2.3M -21,690 -30%
LSAG
283
Lake Street Advisors Group
New Hampshire
$5.32M -$281K -2,649 -5%
CCG
284
Cypress Capital Group
Florida
$5.26M -$1.83M -17,210 -26%
VAM
285
Visionary Asset Management
Texas
$5.25M -$359K -3,385 -6%
OIWM
286
OptiFour Integrated Wealth Management
Virginia
$5.23M +$341K +3,216 +7%
PA
287
Planning Alternatives
Michigan
$5.21M +$11.3K +107 +0.2%
CA
288
Commerzbank Aktiengesellschaft
Germany
$5.14M +$2.76M +26,000 +114%
CL
289
Cabana LLC
Arkansas
$5.01M +$572K +5,396 +13%
VanEck Associates
290
VanEck Associates
New York
$4.97M -$1.46M -13,766 -23%
BWA
291
BDO Wealth Advisors
Florida
$4.92M -$361K -3,402 -7%
MLFP
292
MPS Loria Financial Planners
Illinois
$4.91M +$10.7K +101 +0.2%
AF
293
Arrow Financial
New York
$4.9M -$58.4K -551 -1%
WA
294
Winfield Associates
Ohio
$4.87M -$104K -978 -2%
CWM
295
Cornerstone Wealth Management
Missouri
$4.77M +$2.33M +21,970 +4%
FCT
296
Family Capital Trust
Massachusetts
$4.74M +$368K +3,467 +8%
RIM
297
Redwood Investment Management
Arizona
$4.74M +$348K +3,277 +8%
WIC
298
Whitegate Investment Counselors
New Hampshire
$4.72M -$201K -1,896 -4%
SHIM
299
Stone House Investment Management
Pennsylvania
$4.71M -$2.89M -27,249 -38%
TIA
300
Tiemann Investment Advisors
California
$4.71M -$111K -1,046 -2%

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.