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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
NL
351
NWAM LLC
Washington
$3.27M +$454K +4,282 +16%
CGI
352
Cougar Global Investments
Ontario, Canada
$3.21M +$729K +6,868 +29%
BSB
353
Bangor Savings Bank
Maine
$3.19M -$43.5K -410 -1%
HW
354
Hedeker Wealth
Illinois
$3.18M +$797K +7,509 +33%
HCM
355
Harvest Capital Management
New Hampshire
$3.18M +$131K +1,235 +4%
EIA
356
Eldridge Investment Advisors
New Hampshire
$3.09M +$1.27M +11,970 +69%
ACM
357
Aviance Capital Management
Florida
$3.06M -$452K -4,259 -13%
HT
358
Hefren-Tillotson
Pennsylvania
$2.92M +$2.94M +27,716 New
BWM
359
BerganKDV Wealth Management
Minnesota
$2.92M +$816K +7,688 +38%
Luther King Capital Management (LKCM)
360
Luther King Capital Management (LKCM)
Texas
$2.9M -$2.49M -23,480 Closed
MGIA
361
Moneta Group Investment Advisors
Missouri
$2.88M -$84.8K -799 -3%
APA
362
American Portfolios Advisors
New York
$2.87M +$715K +6,740 +33%
LFS
363
Lutz Financial Services
Nebraska
$2.86M +$826K +7,789 +40%
HS
364
Horan Securities
United States
$2.84M -$54.2K -511 -2%
SWM
365
SVA Wealth Management
Wisconsin
$2.84M -$136K -1,285 -5%
SFG
366
SNS Financial Group
Minnesota
$2.83M -$11.1K -105 -0.4%
ECM
367
Exchange Capital Management
Michigan
$2.76M +$216K +2,036 +8%
AAM
368
Autus Asset Management
Arizona
$2.75M +$135K +1,272 +5%
CANC
369
Culbertson A N & Co
Virginia
$2.75M +$112K +1,060 +4%
AWM
370
Altavista Wealth Management
North Carolina
$2.72M +$357K +3,363 +15%
MG
371
Mather Group
Illinois
$2.71M -$166K -1,561 -6%
CS
372
Comerica Securities
Michigan
$2.68M +$104K +982 +4%
JGIA
373
Jackson Grant Investment Advisers
Connecticut
$2.68M -$416K -3,925 -13%
CMP
374
Courage Miller Partners
Virginia
$2.68M +$11.3K +107 +0.4%
GG
375
GenWealth Group
New Jersey
$2.65M -$62.8K -592 -2%

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.