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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$257M +$42.5M +400,256 +20%
Betterment LLC
27
Betterment LLC
New York
$246M +$126M +1,191,465 +105%
Jane Street
28
Jane Street
New York
$212M +$197M +1,854,977 +1,223%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$196M +$197M +1,853,766 New
Prudential Financial
30
Prudential Financial
New Jersey
$169M -$3.07M -28,978 -2%
Goldman Sachs
31
Goldman Sachs
New York
$169M +$13.4M +126,426 +9%
USAA
32
United Services Automobile Association
Texas
$166M +$137M +1,288,088 +449%
KeyBank National Association
33
KeyBank National Association
Ohio
$163M -$8.92M -84,045 -5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$155M +$1.1M +10,340 +0.7%
Fidelity International
35
Fidelity International
Bermuda
$150M -$7.49M -70,599 -5%
DADC
36
D.A. Davidson & Co
Montana
$142M +$37.6M +354,733 +36%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$141M -$15.3M -143,816 -10%
DWM
38
Destination Wealth Management
California
$139M +$7.2M +67,845 +5%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$128M +$6.75M +63,605 +6%
BL
40
Balentine LLC
Georgia
$125M +$79.7M +751,104 +172%
Deutsche Bank
41
Deutsche Bank
Germany
$117M +$7.13M +67,216 +6%
SCM
42
SCS Capital Management
Massachusetts
$113M -$1.6M -15,056 -1%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$111M -$2.23M -21,057 -2%
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$106M +$106M +1,000,000 New
MIM
45
MetLife Investment Management
New Jersey
$98.5M +$98.5M +928,540 +21,012%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$97.9M -$10.7M -100,557 -10%
LMIM
47
Lockheed Martin Investment Management
Maryland
$97.9M -$743K -7,000 -0.7%
SB
48
Suntrust Banks
Georgia
$93.7M -$927K -8,736 -1%
EA
49
Efficient Advisors
Ohio
$93.7M -$1.18M -11,104 -1%
AG
50
Advisor Group
Arizona
$91.4M +$30.6M +288,705 +50%

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.