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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
SC
301
Scotia Capital
Ontario, Canada
$4.7M +$742K +6,991 +19%
RWML
302
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.69M -$368K -3,467 -7%
HSA
303
HBK Sorce Advisory
Pennsylvania
$4.67M -$213K -2,007 -4%
AllianceBernstein
304
AllianceBernstein
Tennessee
$4.67M +$436K +4,114 +10%
FIA
305
Foundations Investment Advisors
Arizona
$4.63M +$422K +3,979 +10%
EC
306
Estate Counselors
Wisconsin
$4.59M +$3.79M +35,750 +461%
CCM
307
Coldstream Capital Management
Washington
$4.56M +$247K +2,330 +6%
LW
308
Linscomb Wealth
Texas
$4.53M +$40.1K +378 +0.9%
HI
309
Hudock Inc
Pennsylvania
$4.53M +$122K +1,150 +3%
PCA
310
Peddock Capital Advisors
Massachusetts
$4.5M -$83.8K -790 -2%
CCM
311
Canal Capital Management
Virginia
$4.38M -$2.92M -27,493 -40%
SP
312
Sarasin & Partners
United Kingdom
$4.37M +$250K +2,359 +6%
ACP
313
Aveo Capital Partners
Colorado
$4.27M -$279K -2,629 -6%
MCM
314
Makena Capital Management
California
$4.26M -$418K -3,937 -9%
PFT
315
Providence First Trust
Arizona
$4.25M -$158K -1,486 -4%
CCP
316
Cardan Capital Partners
Colorado
$4.25M -$119K -1,121 -3%
JSA
317
Jacobson & Schmitt Advisors
Wisconsin
$4.25M +$901K +8,490 +27%
CIBC World Market
318
CIBC World Market
Ontario, Canada
$4.24M -$1.69M -15,955 -28%
BBA
319
BLB&B Advisors
Pennsylvania
$4.23M -$111K -1,043 -3%
FA
320
Fortis Advisors
Pennsylvania
$4.19M -$316K -2,975 -7%
BAC
321
Boys Arnold & Co
North Carolina
$4.12M +$114K +1,075 +3%
C
322
Clearshares
New York
$4.1M -$65.9K -621 -2%
MWM
323
Mission Wealth Management
California
$4.09M +$144K +1,354 +4%
PFA
324
Pure Financial Advisors
California
$4.08M +$4.1M +38,642 New
DT
325
Diversified Trust
Tennessee
$4.07M -$5.38M -50,700 -57%

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.