iShares Core US Aggregate Bond ETF
AGG
986 hedge funds and large institutions have $46.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 422 increasing their positions, 355 reducing their positions, and 81 closing their positions.
276% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $3.04M
27% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 81
19% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 355
5% more capital invested
Capital invested by funds: $44.3B → $46.5B (+$2.18B)
1% more funds holding
Funds holding: 979 → 986 (+7)
0.85% less ownership
Funds ownership: 78.6% → 77.76% (-0.85%)
7% less funds holding in top 10
Funds holding in top 10: 193 → 180 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$412M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$324M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$247M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$235M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.1B |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$427M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$321M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$291M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$218M |
AGG Hedge Fund Activity: Q1 2019 in Review
986 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2019, worth a combined $46.5B — up 4.9% from $44.3B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new AGG positions and 81 closed out — a net gain of 22 holders — while 422 added to existing stakes and 355 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Bank of America, cutting an estimated $1.1B.
- 986 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2019, up from 979 in Q4 2018.
- Funds reported $46.5B of iShares Core US Aggregate Bond ETF stock for Q1 2019, up 4.9% quarter-over-quarter.
- 103 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2019 and 81 closed out, a net change of +22 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2019 was Fidelity Investments, an estimated $412M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.1B sold.
Based on aggregated 13F filings for Q1 2019.