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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
VCM
376
Virtue Capital Management
Tennessee
$4.32M -$167M -1,524,834 -98%
PFT
377
Providence First Trust
Arizona
$4.26M -$195K -1,785 -4%
AL
378
Aspiriant LLC
California
$4.25M +$480K +4,392 +13%
WB
379
Webster Bank
Connecticut
$4.2M +$2.15M +19,680 +109%
CS
380
Comerica Securities
Michigan
$4.19M +$300K +2,747 +8%
RTC
381
Riverview Trust Company
Washington
$4.11M -$174K -1,587 -4%
GWMIA
382
Global Wealth Management Investment Advisory
Florida
$4.11M +$1.14M +10,385 +39%
MA
383
Mutual Advisors
Nebraska
$4.05M +$1.05M +9,633 +36%
TI
384
Tidal Investments
Wisconsin
$4.04M -$52.7K -482 -1%
KLCM
385
KG&L Capital Management
Louisiana
$4.03M -$28.4K -260 -0.7%
TSW
386
Thompson Siegel & Walmsley
Virginia
$4.03M -$4.37M -39,961 -52%
1SB
387
1ST Source Bank
Indiana
$3.98M -$9.08K -83 -0.2%
TFCP
388
Twin Focus Capital Partners
Massachusetts
$3.98M -$23.1K -211 -0.6%
CCG
389
Cypress Capital Group
Florida
$3.97M -$226K -2,066 -5%
SXL
390
Summit X LLC
Missouri
$3.96M +$330K +3,020 +9%
AMG
391
Asset Management Group
Connecticut
$3.94M -$37.7K -345 -1%
SSWM
392
Smith Salley Wealth Management
North Carolina
$3.9M +$2.56M +23,371 +201%
CAM
393
Crestone Asset Management
Colorado
$3.86M
IFS
394
Ifrah Financial Services
Arkansas
$3.85M +$135K +1,238 +4%
CC
395
Cedar Capital
Illinois
$3.84M +$999K +9,136 +36%
AT
396
Arden Trust
Delaware
$3.84M +$3.77M +34,467 New
PIM
397
Parker Investment Management
California
$3.82M -$77.1K -705 -2%
APA
398
American Portfolios Advisors
New York
$3.81M -$746K -6,824 -17%
TPWA
399
TRUE Private Wealth Advisors
Oregon
$3.79M +$748K +6,842 +25%
ATPW
400
Ashton Thomas Private Wealth
Arizona
$3.78M +$699K +6,394 +23%

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.