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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
GFP
476
Gryphon Financial Partners
Ohio
$1.32M +$533K +5,024 +67%
SCA
477
Snowden Capital Advisors
New York
$1.32M +$396K +3,732 +43%
WWM
478
Willingdon Wealth Management
North Carolina
$1.3M +$31.5K +297 +2%
HCM
479
Horan Capital Management
Maryland
$1.3M -$29.7K -280 -2%
GAG
480
GM Advisory Group
New York
$1.28M +$1.29M +12,124 New
CI
481
CX Institutional
Indiana
$1.27M -$772K -7,280 -38%
TL
482
TrueWealth LLC
Georgia
$1.26M -$101K -952 -7%
PA
483
Parallel Advisors
California
$1.25M -$30.8K -290 -2%
PCA
484
Providence Capital Advisors
North Carolina
$1.25M -$59.7K -563 -5%
LI
485
LVZ Inc
Michigan
$1.25M -$52.4K -494 -4%
BC
486
Burney Company
Virginia
$1.25M +$517K +4,874 +70%
AIP
487
Ameritas Investment Partners
Nebraska
$1.25M -$6.26K -59 -0.5%
QA
488
Quantitative Advantage
Minnesota
$1.25M +$66.3K +625 +6%
FHA
489
Flagship Harbor Advisors
Massachusetts
$1.24M -$117K -1,103 -9%
BJL
490
Brighton Jones LLC
Washington
$1.24M -$242K -2,283 -16%
FPS
491
Fieldpoint Private Securities
Connecticut
$1.23M -$625K -5,891 -34%
BCM
492
BTC Capital Management
Iowa
$1.21M +$1.22M +11,496 New
SCA
493
SMH Capital Advisors
Texas
$1.21M +$228K +2,154 +23%
WSFS
494
Wilmington Savings Fund Society
Delaware
$1.2M +$32K +302 +3%
BFC
495
Blue Fin Capital
Rhode Island
$1.19M -$49.7K -469 -4%
BAM
496
Belpointe Asset Management
Nevada
$1.19M +$1.2M +11,275 New
KFC
497
Klingenstein Fields & Co
New York
$1.18M -$536K -5,050 -31%
IWM
498
IHT Wealth Management
Illinois
$1.18M +$104K +985 +10%
IWC
499
Integrated Wealth Concepts
Massachusetts
$1.15M +$122K +1,150 +12%
WTC
500
WhitTier Trust Company
Nevada
$1.15M -$378K -3,563 -25%

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.