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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
Squarepoint
476
Squarepoint
New York
$2.48M +$2.43M +22,253 New
OWM
477
Orgel Wealth Management
Wisconsin
$2.48M +$363K +3,321 +18%
BWP
478
BSW Wealth Partners
Colorado
$2.48M -$137K -1,250 -5%
AAP
479
Arax Advisory Partners
Colorado
$2.44M +$2.4M +21,919 New
BSB
480
Bangor Savings Bank
Maine
$2.44M -$585K -5,353 -20%
CC
481
Cadinha & Co
Hawaii
$2.42M +$33.9K +310 +1%
CWM
482
CCG Wealth Management
California
$2.39M -$27.6K -252 -1%
BA
483
Ballew Advisors
Mississippi
$2.39M +$10.1K +92 +0.4%
RCIM
484
Red Cedar Investment Management
Michigan
$2.38M -$4.37M -39,945 -65%
OFG
485
Omega Financial Group
California
$2.37M +$101K +923 +5%
PIMG
486
Patriot Investment Management Group
Tennessee
$2.35M -$111K -1,017 -5%
WA
487
Winfield Associates
Ohio
$2.34M +$267K +2,440 +13%
W
488
Wealthquest
Ohio
$2.3M +$59.9K +548 +3%
SI
489
Stephens Inc
Arkansas
$2.29M -$17.6K -161 -0.8%
PP
490
PagnatoKarp Partners
Virginia
$2.29M +$2.84K +26 +0.1%
FHC
491
First Heartland Consultants
Missouri
$2.23M -$7.69M -70,346 -78%
DBRC
492
D.B. Root & Company
Pennsylvania
$2.22M +$398K +3,642 +22%
CWA
493
Clarus Wealth Advisors
Arizona
$2.22M +$437K +3,997 +25%
JWS
494
Juncture Wealth Strategies
Arizona
$2.2M +$457K +4,182 +27%
DPI
495
Diversified Portfolios Inc
Michigan
$2.17M +$35.5K +325 +2%
Millennium Management
496
Millennium Management
New York
$2.15M -$2.07M -18,900 -49%
WPSG
497
Wealth & Pension Services Group
Georgia
$2.13M -$10.8K -99 -0.5%
ML
498
McAdam LLC
Pennsylvania
$2.13M +$242K +2,217 +13%
CA
499
Continuum Advisory
Idaho
$2.11M -$254K -2,323 -11%
BIA
500
Bigelow Investment Advisors
Maine
$2.1M +$82K +750 +4%

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.