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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
TRCT
451
Tower Research Capital (TRC)
New York
$2.85M +$2.03M +18,547 +262%
EC
452
Estate Counselors
Wisconsin
$2.83M +$8.75K +80 +0.3%
VAG
453
VisionPoint Advisory Group
Texas
$2.82M +$173K +1,578 +7%
OC
454
Oppenheimer & Co
New York
$2.81M -$737K -6,736 -21%
BS
455
Banco Santander
Spain
$2.8M +$2.75M +25,112 New
BWM
456
BerganKDV Wealth Management
Minnesota
$2.76M -$294K -2,691 -10%
MIAN
457
Mariner Independent Advisor Network
Kansas
$2.74M +$677K +6,192 +34%
SWM
458
SVA Wealth Management
Wisconsin
$2.73M -$101K -925 -4%
WS
459
Wedbush Securities
California
$2.7M +$78.9K +722 +3%
NEGWA
460
New England Guild Wealth Advisors
Connecticut
$2.69M +$327K +2,994 +14%
SCA
461
STALEY CAPITAL ADVISERS
Pennsylvania
$2.67M
RIA
462
Regal Investment Advisors
Michigan
$2.67M +$59.6K +545 +2%
CFG
463
CKW Financial Group
Hawaii
$2.67M +$64K +585 +2%
SSW
464
Smith Shellnut Wilson
Mississippi
$2.67M +$2.62M +23,943 New
BP
465
Ballentine Partners
Massachusetts
$2.66M -$108K -987 -4%
5L
466
55I LLC
Massachusetts
$2.64M +$33K +302 +1%
SIA
467
Strategic Investment Advisors
Michigan
$2.63M +$251K +2,293 +11%
AIA
468
Affinity Investment Advisors
California
$2.59M
MG
469
Mather Group
Illinois
$2.57M +$637K +5,826 +34%
CCM
470
Context Capital Management
California
$2.56M
HCM
471
Hollencrest Capital Management
California
$2.55M -$87.6K -801 -3%
PFGIA
472
Patriot Financial Group Insurance Agency
Massachusetts
$2.51M -$77.9K -712 -3%
JCM
473
Jacobi Capital Management
Pennsylvania
$2.51M +$253K +2,316 +11%
AG
474
AlphaSimPlex Group
Massachusetts
$2.5M
TFA
475
Transamerica Financial Advisors
Florida
$2.48M +$2.35M +21,458 +2,626%

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.