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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
MLICM
276
Metropolitan Life Insurance Company (MetLife)
New York
$8.16M
CA
277
Calton & Associates
Florida
$8.13M -$924K -8,455 -10%
BCI
278
Brinker Capital Investments
Pennsylvania
$8.12M -$7.4M -67,656 -48%
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$8.11M -$169K -1,543 -2%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$7.91M -$305K -2,790 -4%
LNC
281
Lincoln National Corp
Pennsylvania
$7.81M +$2.15M +19,650 +39%
PC
282
Premise Capital
Illinois
$7.77M +$537K +4,914 +5%
EPM
283
Elm Partners Management
Pennsylvania
$7.71M +$534K +4,880 +8%
SFPM
284
Sensible Financial Planning & Management
Massachusetts
$7.65M +$446K +4,079 +6%
CCT
285
Capital City Trust
Florida
$7.64M -$1.08M -9,901 -13%
ST
286
Sentinel Trust
Texas
$7.63M +$375K +3,425 +5%
PR
287
Payden & Rygel
California
$7.53M -$167K -1,530 -2%
PI
288
PHH Investments
Texas
$7.52M -$261K -2,387 -3%
CPO
289
Cerity Partners OCIO
New York
$7.24M +$103K +944 +1%
EGA
290
E&G Advisors
Texas
$7.24M -$60.9K -557 -0.8%
Impax Asset Management Group
291
Impax Asset Management Group
United Kingdom
$7.24M -$1.29M -11,800 -15%
CIBC World Market
292
CIBC World Market
Ontario, Canada
$7.21M +$775K +7,090 +12%
WCM
293
Wunderlich Capital Managemnt
Tennessee
$7.21M +$134K +1,224 +2%
SFA
294
Stewardship Financial Advisors
Georgia
$7.2M -$854K -7,810 -11%
G
295
GenTrust
Florida
$7.15M +$4.27M +39,082 +156%
GC
296
Guggenheim Capital
Illinois
$7.15M -$147K -1,340 -2%
WP
297
WealthShield Partners
North Carolina
$7M +$2.23M +20,430 +48%
CM
298
Columbus Macro
Pennsylvania
$6.98M -$1.76M -16,053 -20%
MPPLM
299
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.87M +$373K +3,411 +6%
WHG
300
Westwood Holdings Group
Texas
$6.76M +$1.08M +9,907 +19%

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.