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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
WS
401
Wedbush Securities
California
$2.13M +$7.53K +71 +0.4%
DCM
402
Dimension Capital Management
Florida
$2.13M
CLOS
403
Compagnie Lombard Odier SCmA
Switzerland
$2.12M -$1.47M -13,850 -41%
HCM
404
Hudson Capital Management
New Jersey
$2.12M +$7.58M +71,449 New
DPI
405
Diversified Portfolios Inc
Michigan
$2.11M -$29.3K -276 -1%
TPWA
406
TRUE Private Wealth Advisors
Oregon
$2.1M -$387K -3,653 -16%
BIA
407
Bigelow Investment Advisors
Maine
$2.08M -$61.5K -580 -3%
FFA
408
Fragasso Financial Advisors
Pennsylvania
$2.07M -$2.76M -26,008 -57%
CS
409
Credit Suisse
Switzerland
$2.06M -$52.6M -495,803 -96%
TIM
410
Total Investment Management
Arizona
$2.04M +$127K +1,198 +7%
SI
411
Stephens Inc
Arkansas
$2.02M -$125K -1,175 -6%
FAIM
412
Financial Advocates Investment Management
Washington
$1.99M -$3.04M -28,631 -60%
SMDAM
413
Sumitomo Mitsui DS Asset Management
Japan
$1.98M -$26.5K -250 -1%
CC
414
Cedar Capital
Illinois
$1.96M +$184K +1,737 +10%
PWM
415
Paulson Wealth Management
Illinois
$1.95M +$9.44K +89 +0.5%
BRWA
416
B. Riley Wealth Advisors
Florida
$1.94M -$293K -2,764 -13%
GRP
417
Global Retirement Partners
California
$1.94M +$38.5K +363 +2%
JGUA
418
John G. Ullman & Associates
New York
$1.94M +$493K +4,644 +34%
PHS
419
Pekin Hardy Strauss
Illinois
$1.92M -$539K -5,080 -22%
WCG
420
Wall Capital Group
Arizona
$1.92M +$119K +1,125 +7%
PAMG
421
Patton Albertson Miller Group
Tennessee
$1.92M -$1.07M -10,075 -36%
State Street
422
State Street
Massachusetts
$1.9M +$138K +1,301 +8%
BFEC
423
Benjamin F. Edwards & Company
Missouri
$1.9M +$427K +4,028 +29%
ACM
424
AlphaStar Capital Management
North Carolina
$1.89M +$418K +3,936 +28%
KL
425
KWMG LLC
Kansas
$1.88M

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.