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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
LFAS
401
Level Four Advisory Services
Texas
$3.77M -$151K -1,378 -4%
PWW
402
Pettyjohn Wood & White
Virginia
$3.75M -$41K -375 -1%
PFA
403
Pure Financial Advisors
California
$3.71M +$170K +1,554 +5%
APP
404
Avantax Planning Partners
Iowa
$3.64M -$19.4K -177 -0.5%
CANC
405
Culbertson A N & Co
Virginia
$3.64M -$113K -1,035 -3%
Wealth Enhancement Advisory Services
406
Wealth Enhancement Advisory Services
Minnesota
$3.61M +$1.95M +17,840 +122%
CAL
407
Capital Advisors Ltd
Ohio
$3.58M -$10.2K -93 -0.3%
WCG
408
Wall Capital Group
Arizona
$3.58M -$3.13M -28,630 -47%
PCMK
409
Paragon Capital Management (Kansas)
Kansas
$3.58M +$107K +975 +3%
BWCS
410
Beirne Wealth Consulting Services
Connecticut
$3.56M +$2.47M +22,609 +241%
WAM
411
Wakefield Asset Management
Colorado
$3.53M -$610K -5,578 -15%
WAM
412
Wolverine Asset Management
Illinois
$3.52M +$574K +5,246 +20%
AF
413
Advisornet Financial
Minnesota
$3.5M +$955K +8,732 +38%
ECM
414
Exchange Capital Management
Michigan
$3.47M +$191K +1,746 +6%
SC
415
Savant Capital
Illinois
$3.44M +$3.38M +30,921 New
PAMG
416
Patton Albertson Miller Group
Tennessee
$3.42M -$1.53M -13,976 -31%
STA
417
Summit Trail Advisors
New York
$3.42M -$391K -3,572 -10%
HT
418
Hefren-Tillotson
Pennsylvania
$3.41M -$69K -631 -2%
SIAM
419
Sterling Investment Advisors (Missouri)
Missouri
$3.4M +$54.6K +499 +2%
OAM
420
Oppenheimer Asset Management
New York
$3.39M -$85.3K -780 -2%
AP
421
Appleton Partners
Massachusetts
$3.38M -$1.64M -14,975 -33%
NFG
422
Next Financial Group
Texas
$3.37M +$3.12M +28,577 +1,677%
NL
423
NWAM LLC
Washington
$3.32M +$136K +1,243 +4%
JIR
424
James Investment Research
Ohio
$3.31M -$109K -996 -3%
GAG
425
GM Advisory Group
New York
$3.3M +$787K +7,202 +32%

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.