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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
TIA
326
Tiemann Investment Advisors
California
$5.87M +$422K +3,860 +8%
MC
327
Minot Capital
Colorado
$5.86M
OIWM
328
OptiFour Integrated Wealth Management
Virginia
$5.82M -$41.1K -376 -0.7%
ACP
329
Aveo Capital Partners
Colorado
$5.81M +$1.26M +11,515 +28%
RA
330
RFG Advisory
Alabama
$5.8M -$5.75M -52,566 -50%
FCT
331
Family Capital Trust
Massachusetts
$5.79M +$109K +994 +2%
WP
332
WealthSource Partners
California
$5.78M +$134K +1,221 +2%
FAIM
333
Financial Advocates Investment Management
Washington
$5.76M -$334K -3,056 -6%
DT
334
Diversified Trust
Tennessee
$5.72M +$2.34M +21,385 +71%
A
335
AdvicePeriod
California
$5.72M +$2.62M +23,937 +88%
GC
336
Grimes & Company
Massachusetts
$5.7M -$62.5K -572 -1%
ACI
337
Alpha Cubed Investments
California
$5.68M +$323K +2,954 +6%
AA
338
Ancora Advisors
Ohio
$5.68M +$659K +6,025 +13%
PA
339
Planning Alternatives
Michigan
$5.59M +$47.5K +434 +0.9%
FMW
340
Farr Miller & Washington
District of Columbia
$5.54M -$125K -1,145 -2%
SC
341
Scotia Capital
Ontario, Canada
$5.53M +$17.1K +156 +0.3%
MLFP
342
MPS Loria Financial Planners
Illinois
$5.41M +$97.8K +894 +2%
DWM
343
Darwin Wealth Management
Florida
$5.41M -$59K -540 -1%
SP
344
Sarasin & Partners
United Kingdom
$5.4M +$143K +1,309 +3%
HCM
345
Harvest Capital Management
New Hampshire
$5.4M +$1.22M +11,155 +30%
C
346
Clearshares
New York
$5.38M +$1.08M +9,900 +26%
IA
347
IndexIQ Advisors
New York
$5.37M +$2.21M +20,236 +72%
PCMC
348
Paragon Capital Management (Colorado)
Colorado
$5.33M -$22.4K -205 -0.4%
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$5.26M +$74.4K +680 +1%
OCM
350
One Capital Management
California
$5.25M -$1.35M -12,307 -21%

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.