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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
SBA
426
Secrest Blakey & Associates
North Carolina
$1.86M +$50.5K +476 +3%
DLHL
427
Donald L. Hagan LLC
Florida
$1.86M -$2.03M -19,161 -52%
JWS
428
Juncture Wealth Strategies
Arizona
$1.85M -$56.4K -532 -3%
F
429
F3Logic
Minnesota
$1.81M -$6.94M -65,444 -79%
PFGIA
430
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M -$182K -1,718 -9%
CIR
431
Clear Investment Research
Georgia
$1.79M -$12M -113,257 -87%
ACP
432
Aviance Capital Partners
Florida
$1.79M -$153K -1,439 -8%
BCM
433
Brookstone Capital Management
Illinois
$1.78M +$510K +4,809 +40%
ACM
434
AUA Capital Management
Pennsylvania
$1.77M
PAM
435
Peak Asset Management
Colorado
$1.77M +$273K +2,574 +18%
KA
436
Kovack Advisors
Florida
$1.77M +$496K +4,674 +39%
AAP
437
Arax Advisory Partners
Colorado
$1.76M -$1.74M -16,394 -50%
TRCT
438
Tower Research Capital (TRC)
New York
$1.76M +$1.77M +16,669 +238,129%
KWMG
439
King Wealth Management Group
Florida
$1.74M +$7K +66 +0.4%
AIM
440
Anchor Investment Management
South Carolina
$1.73M -$5.52K -52 -0.3%
SSWM
441
Smith Salley Wealth Management
North Carolina
$1.72M -$830K -7,829 -33%
PI
442
PineBridge Investments
New York
$1.7M -$84.9K -800 -5%
PTC
443
Private Trust Company
Ohio
$1.7M +$68.9K +650 +4%
SMC
444
Smith, Moore & Co
Missouri
$1.7M +$501K +4,722 +41%
FC
445
Financial Consulate
Maryland
$1.68M +$18.8K +177 +1%
BA
446
Ballew Advisors
Mississippi
$1.68M +$192K +1,810 +13%
HFP
447
Holistic Financial Partners
Indiana
$1.67M -$9.12K -86 -0.5%
MWPCG
448
Measured Wealth Private Client Group
New Hampshire
$1.67M -$57.3K -540 -3%
MA
449
Mutual Advisors
Nebraska
$1.67M +$374K +3,529 +29%
IIC
450
Integrated Investment Consultants
Michigan
$1.67M -$137K -1,287 -8%

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.