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iShares Core US Aggregate Bond ETF
AGG

986 hedge funds and large institutions have $46.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 422 increasing their positions, 355 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.04M

27% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 81

19% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 355

5% more capital invested

Capital invested by funds: $44.3B → $46.5B (+$2.18B)

1% more funds holding

Funds holding: 979 → 986 (+7)

0.85% less ownership

Funds ownership: 78.6% → 77.76% (-0.85%)

7% less funds holding in top 10

Funds holding in top 10: 193 → 180 (-13)

Holders
986
Holders Change
+7
Holders Change %
+0.72%
% of All Funds
21.34%
Holding in Top 10
180
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.74%
% of All Funds
3.9%
New
103
Increased
422
Reduced
355
Closed
81
Calls
$11.5M
Puts
$3.04M
Net Calls
+$8.41M
Net Calls Change
+$17.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$324M
3
Franklin Resources
Franklin Resources
California
+$247M
4
RJA
Raymond James & Associates
Florida
+$235M
5
Wells Fargo
Wells Fargo
California
+$231M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.1B
2
TF
TIAA FSB
Florida
-$427M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$321M
4
IG
ING Group
Netherlands
-$291M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$218M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
ETrade Capital Management
Virginia
$294M +$1.36M +12,698 +0.5%
Franklin Resources
27
Franklin Resources
California
$289M +$247M +2,302,813 +670%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$234M -$218M -2,032,447 -49%
USAA
29
United Services Automobile Association
Texas
$209M -$11M -102,214 -5%
NA
30
NextCapital Advisers
Illinois
$205M +$64.1M +598,187 +47%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$192M -$1.33M -12,361 -0.7%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$183M +$14.6M +136,536 +9%
Prudential Financial
33
Prudential Financial
New Jersey
$181M +$23.6M +220,118 +15%
VCM
34
Virtue Capital Management
Tennessee
$171M +$31.1M +290,015 +23%
DADC
35
D.A. Davidson & Co
Montana
$154M +$4.54M +42,377 +3%
SG Americas Securities
36
SG Americas Securities
New York
$153M +$150M +1,403,097 New
WI
37
WealthNavi Inc
Japan
$152M +$150M +1,397,003 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$147M +$25.4M +236,759 +21%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$146M +$6.15M +57,395 +4%
KeyBank National Association
40
KeyBank National Association
Ohio
$135M -$14.8M -137,789 -10%
DWM
41
Destination Wealth Management
California
$133M +$28.6M +266,672 +28%
GAM
42
GQ Asset Management
New York
$128M +$126M +1,174,340 New
Deutsche Bank
43
Deutsche Bank
Germany
$125M -$89.1M -831,058 -42%
TF
44
TIAA FSB
Florida
$123M -$427M -3,978,575 -78%
SCM
45
SCS Capital Management
Massachusetts
$121M -$11M -102,336 -8%
Stifel Financial
46
Stifel Financial
Missouri
$119M +$43.2M +403,121 +59%
CS
47
Credit Suisse
Switzerland
$113M +$44.4M +414,025 +66%
AG
48
Advisor Group
Arizona
$113M +$2.6M +24,221 +2%
MFM
49
MD Financial Management
Ontario, Canada
$111M +$32.7M +304,881 +43%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$109M – – –
1
2
3 4 5

AGG Hedge Fund Activity: Q1 2019 in Review

986 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2019, worth a combined $46.5B — up 4.9% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AGG positions and 81 closed out — a net gain of 22 holders — while 422 added to existing stakes and 355 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Bank of America, cutting an estimated $1.1B.

  • 986 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2019, up from 979 in Q4 2018.
  • Funds reported $46.5B of iShares Core US Aggregate Bond ETF stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 103 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2019 and 81 closed out, a net change of +22 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2019 was Fidelity Investments, an estimated $412M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2019.