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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
PP
451
PagnatoKarp Partners
Virginia
$1.65M -$365K -3,438 -18%
NPT
452
Nixon Peabody Trust
Massachusetts
$1.65M -$129K -1,220 -7%
AII
453
AGF Investments Inc
Ontario, Canada
$1.65M +$439K +4,135 +36%
WCM
454
Wealthcare Capital Management
Virginia
$1.61M +$46.4K +437 +3%
HB
455
Homrich & Berg
Georgia
$1.6M +$12.4K +117 +0.8%
RCA
456
Rowland Carmichael Advisors
Arizona
$1.56M -$42.4K -400 -3%
ALIONA
457
Allianz Life Insurance of North America
Minnesota
$1.54M -$533K -5,024 -26%
NEPWA
458
New England Private Wealth Advisors
Massachusetts
$1.52M +$10.3K +97 +0.7%
Nomura Asset Management
459
Nomura Asset Management
Japan
$1.51M +$591K +5,573 +64%
FNBOO
460
First National Bank of Omaha
Nebraska
$1.5M +$41.1K +387 +3%
FT
461
Fiduciary Trust
Massachusetts
$1.5M +$401K +3,777 +36%
DAS
462
Dynamic Advisor Solutions
Arizona
$1.5M -$299K -2,822 -17%
AIM
463
Astor Investment Management
Illinois
$1.49M +$881K +8,308 +143%
EFS
464
Essex Financial Services
Connecticut
$1.47M +$1.05M +9,929 +250%
RCS
465
Retirement Capital Strategies
California
$1.45M +$585K +5,519 +67%
SSWM
466
Sheets Smith Wealth Management
North Carolina
$1.44M +$1.45M +13,637 New
JA
467
JOYN Advisors
Georgia
$1.44M -$52.1K -491 -3%
AL
468
Aspiriant LLC
California
$1.42M +$644K +6,067 +82%
GW
469
GW & Wade
Massachusetts
$1.4M +$9.23K +87 +0.7%
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$1.4M -$40.7K -384 -3%
GBT
471
Grove Bank & Trust
Florida
$1.37M -$3.72M -35,055 -73%
DBRC
472
D.B. Root & Company
Pennsylvania
$1.36M -$67.4K -635 -5%
RA
473
RFG Advisory
Alabama
$1.35M +$1.02M +9,572 +294%
ML
474
McAdam LLC
Pennsylvania
$1.33M +$581K +5,480 +77%
CCM
475
Crabel Capital Management
California
$1.32M +$510K +4,812 +62%

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.