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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
SS
426
Sunbelt Securities
Texas
$3.29M -$115K -1,048 -3%
PA
427
PFG Advisors
Arizona
$3.28M +$69.2K +633 +2%
ARG
428
Advisory Resource Group
Oklahoma
$3.27M +$1.27M +11,599 +65%
Luther King Capital Management (LKCM)
429
Luther King Capital Management (LKCM)
Texas
$3.24M
CAMG
430
CWA Asset Management Group
Florida
$3.23M +$924K +8,454 +41%
SAS
431
Sage Advisory Services
Texas
$3.23M +$1.91M +17,448 +151%
NI
432
NYL Investors
New York
$3.21M -$21.9K -200 -0.7%
SFP
433
Shepherd Financial Partners
Massachusetts
$3.18M -$1.33M -12,151 -30%
ISL
434
Ingalls & Snyder LLC
New York
$3.18M -$6.56K -60 -0.2%
PFG
435
Pacific Financial Group
Washington
$3.17M
ACM
436
AlphaStar Capital Management
North Carolina
$3.16M +$700K +6,401 +29%
PTC
437
Private Trust Company
Ohio
$3.15M +$637K +5,823 +26%
BAM
438
Brave Asset Management
New Jersey
$3.13M +$2.18M +19,918 +245%
MGIA
439
Moneta Group Investment Advisors
Missouri
$3.08M +$46.9K +429 +2%
Bessemer Group
440
Bessemer Group
New Jersey
$3.07M -$2.58M -23,619 -46%
WTB
441
Washington Trust Bank
Washington
$3.07M +$3.01M +27,545 New
GVAG
442
Great Valley Advisor Group
Delaware
$3.05M -$2.95M -27,002 -50%
First Trust Advisors
443
First Trust Advisors
Illinois
$2.99M -$46.4K -424 -2%
CCM
444
Canal Capital Management
Virginia
$2.96M -$63.3K -579 -2%
AAM
445
Autus Asset Management
Arizona
$2.91M -$55.2K -505 -2%
DAS
446
Dynamic Advisor Solutions
Arizona
$2.91M +$45.7K +418 +2%
KBFS
447
Kohmann Bosshard Financial Services
Ohio
$2.91M +$9.08K +83 +0.3%
CCP
448
Cardan Capital Partners
Colorado
$2.9M +$33K +302 +1%
GRP
449
Global Retirement Partners
California
$2.89M +$710K +6,494 +33%
BAM
450
Baldrige Asset Management
Pennsylvania
$2.87M +$121K +1,106 +4%

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.