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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
Jane Street
26
Jane Street
New York
$303M +$297M +2,717,309 New
ECM
27
ETrade Capital Management
Virginia
$293M -$7.22M -65,992 -2%
NA
28
NextCapital Advisers
Illinois
$276M +$65.3M +597,590 +32%
USAA
29
United Services Automobile Association
Texas
$235M +$21.7M +198,108 +10%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$215M -$23.3M -212,866 -10%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$209M +$13M +118,751 +7%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$201M +$14.3M +130,663 +8%
Prudential Financial
33
Prudential Financial
New Jersey
$197M +$11.6M +105,725 +6%
WI
34
WealthNavi Inc
Japan
$180M +$24.4M +222,769 +16%
SG Americas Securities
35
SG Americas Securities
New York
$178M +$21.7M +198,796 +14%
Deutsche Bank
36
Deutsche Bank
Germany
$174M +$45.7M +418,108 +36%
BL
37
Balentine LLC
Georgia
$157M -$180M -1,650,036 -54%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$155M +$6.08M +55,585 +4%
Barclays
39
Barclays
United Kingdom
$155M +$101M +920,102 +196%
DADC
40
D.A. Davidson & Co
Montana
$154M -$2.88M -26,313 -2%
KeyBank National Association
41
KeyBank National Association
Ohio
$144M +$5.92M +54,096 +4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$143M -$6.77M -61,931 -5%
DWM
43
Destination Wealth Management
California
$141M +$4.8M +43,944 +4%
Nisa Investment Advisors
44
Nisa Investment Advisors
Missouri
$133M +$65.2M +596,500 +100%
GAM
45
GQ Asset Management
New York
$125M -$5.99M -54,769 -5%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$124M +$21.4M +195,590 +21%
SB
47
Suntrust Banks
Georgia
$123M +$18.2M +166,479 +18%
OMC
48
Old Mission Capital
Illinois
$121M +$119M +1,084,595 New
AG
49
Advisor Group
Arizona
$118M +$2.28M +20,824 +2%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$109M -$2.23M -20,439 -2%

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.