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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
BAS
326
Brown Advisory Securities
Maryland
$4.04M -$260K -2,451 -6%
GC
327
Garde Capital
Washington
$4.03M +$230K +2,170 +6%
CPP
328
Crow Point Partners
Massachusetts
$3.99M -$1.56M -14,737 -28%
CFGS
329
Concourse Financial Group Securities
Alabama
$3.98M +$4M +37,699 New
WAM
330
Wakefield Asset Management
Colorado
$3.97M +$3.99M +37,645 New
CTA
331
Chesley Taft & Associates
Illinois
$3.95M +$643K +6,060 +19%
PA
332
PFG Advisors
Arizona
$3.94M +$35.6K +336 +0.9%
CWM
333
Confluence Wealth Management
Oregon
$3.88M -$3.85M -36,276 -50%
OC
334
Oppenheimer & Co
New York
$3.85M -$650K -6,128 -14%
AA
335
Ancora Advisors
Ohio
$3.79M +$201K +1,897 +6%
Squarepoint
336
Squarepoint
New York
$3.77M +$984K +9,275 +35%
CFB
337
Cullen/Frost Bankers
Texas
$3.76M -$1.34M -12,612 -26%
JIR
338
James Investment Research
Ohio
$3.76M -$295K -2,777 -7%
BFM
339
Broadview Financial Management
Wisconsin
$3.74M +$123K +1,159 +3%
MBTD
340
Mechanics Bank - Trust Department
California
$3.73M +$56.4K +532 +2%
FWIA
341
Fort Washington Investment Advisors
Ohio
$3.73M -$13.7M -129,582 -79%
PWW
342
Pettyjohn Wood & White
Virginia
$3.72M -$34.2K -322 -0.9%
QFA
343
Quattro Financial Advisors
Texas
$3.68M +$1.2M +11,339 +47%
IFS
344
Ifrah Financial Services
Arkansas
$3.65M -$16.3K -154 -0.4%
JG
345
Jefferies Group
New York
$3.56M +$3.57M +33,700 New
1SB
346
1ST Source Bank
Indiana
$3.53M +$260K +2,455 +8%
OAM
347
Oppenheimer Asset Management
New York
$3.39M -$238K -2,242 -7%
Northern Trust
348
Northern Trust
Illinois
$3.36M +$22.3M +210,096 +7%
SIAM
349
Sterling Investment Advisors (Missouri)
Missouri
$3.29M +$29K +273 +0.9%
NEGWA
350
New England Guild Wealth Advisors
Connecticut
$3.27M +$356K +3,357 +12%

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.