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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
WCG
351
Weaver Consulting Group
California
$5.22M +$389K +3,561 +8%
FTS
352
Fifth Third Securities
Ohio
$5.2M +$5.11M +46,694 New
CRC
353
Curi RMB Capital
Illinois
$5.15M +$491K +4,493 +11%
PCA
354
Peddock Capital Advisors
Massachusetts
$5.13M +$196K +1,796 +4%
FA
355
Fortis Advisors
Pennsylvania
$5.08M +$101K +925 +2%
WIC
356
Whitegate Investment Counselors
New Hampshire
$5.05M +$37.9K +347 +0.8%
LW
357
Linscomb Wealth
Texas
$5.01M +$68.2K +624 +1%
FNBT
358
FineMark National Bank & Trust
Florida
$4.95M -$703K -6,427 -13%
BC
359
Burleson & Co
California
$4.91M +$1.28M +11,662 +36%
GPA
360
Guidance Point Advisors
Massachusetts
$4.89M -$20.7K -189 -0.4%
CCM
361
Coldstream Capital Management
Washington
$4.8M -$191K -1,743 -4%
GC
362
Garde Capital
Washington
$4.74M +$68.8K +629 +1%
JFGIW
363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.7M -$326K -2,979 -7%
BWA
364
BDO Wealth Advisors
Florida
$4.67M -$4.37K -40 -0.1%
BBA
365
BLB&B Advisors
Pennsylvania
$4.67M -$829K -7,584 -15%
SW
366
SVB Wealth
Massachusetts
$4.65M +$4.57M +41,791 New
CA
367
Commerzbank Aktiengesellschaft
Germany
$4.64M +$1.08M +9,900 +31%
HSA
368
HBK Sorce Advisory
Pennsylvania
$4.6M -$74.8K -684 -2%
HI
369
Hudock Inc
Pennsylvania
$4.57M +$99.6K +911 +2%
IWC
370
Integrated Wealth Concepts
Massachusetts
$4.53M +$1.95M +17,791 +71%
MBTD
371
Mechanics Bank - Trust Department
California
$4.53M +$7.65K +70 +0.2%
GIA
372
Gladstone Institutional Advisory
Florida
$4.52M +$890K +8,144 +25%
FWP
373
FAS Wealth Partners
Kansas
$4.51M -$729K -6,664 -14%
BAC
374
Boys Arnold & Co
North Carolina
$4.35M +$238K +2,175 +6%
HWA
375
Hillcrest Wealth Advisors
New Jersey
$4.34M +$4.48K +41 +0.1%

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.