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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
CCT
301
Country Club Trust
Missouri
$6.74M +$6.62M +60,557 New
Comerica Bank
302
Comerica Bank
Texas
$6.72M +$786K +7,189 +13%
JIC
303
Johnson Investment Counsel
Ohio
$6.68M -$186K -1,701 -3%
IC
304
Innealta Capital
Texas
$6.65M -$8.01M -73,290 -55%
WA
305
Wilshire Advisors
California
$6.65M -$2.59M -23,724 -28%
TCM
306
Twin Capital Management
Pennsylvania
$6.65M -$2.59M -23,660 -28%
TFF
307
The Family Firm
Maryland
$6.62M -$202K -1,847 -3%
CWM
308
Calamos Wealth Management
Illinois
$6.59M +$264K +2,415 +4%
APCM
309
Alaska Permanent Capital Management
Alaska
$6.57M +$6.45M +58,984 New
BCM
310
Brookstone Capital Management
Illinois
$6.49M -$2.96M -27,030 -32%
RFO
311
RiverGlades Family Offices
Florida
$6.4M -$32.3K -295 -0.5%
HW
312
Hedeker Wealth
Illinois
$6.38M +$2.85M +26,091 +84%
CTA
313
Chesley Taft & Associates
Illinois
$6.33M +$1.75M +15,965 +39%
EIA
314
Eldridge Investment Advisors
New Hampshire
$6.32M +$450K +4,118 +8%
PP
315
Prudential plc
United Kingdom
$6.31M +$580K +5,300 +10%
BFA
316
Beaumont Financial Advisors
Massachusetts
$6.21M +$3.41M +31,230 +127%
IWA
317
Independence Wealth Advisors
Virginia
$6.11M +$275K +2,513 +5%
SG
318
StoneX Group
New York
$6.05M +$4.39M +40,192 +285%
SYBT
319
Stock Yards Bank & Trust
Kentucky
$6.01M +$302K +2,762 +5%
RMC
320
Regis Management Company
California
$5.99M -$5.89M -53,824 -50%
GFPC
321
Global Financial Private Capital
Florida
$5.98M -$8.45M -77,259 -59%
AAS
322
Avantax Advisory Services
Texas
$5.93M +$1.65M +15,115 +40%
BFM
323
Broadview Financial Management
Wisconsin
$5.92M +$462K +4,221 +9%
PI
324
PFS Investments
Georgia
$5.92M -$4.56M -41,696 -44%
Northern Trust
325
Northern Trust
Illinois
$5.89M +$76.6M +700,747 +15%

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.