We are live on ! Find out more
AGG icon

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
SFM
501
Signature Financial Management
Virginia
$1.14M +$184K +1,735 +19%
EAMA
502
EFG Asset Management (Americas)
Florida
$1.13M
AWA
503
Arete Wealth Advisors
Illinois
$1.12M +$20.5K +193 +2%
FC
504
FCA Corp
Texas
$1.12M +$206K +1,938 +22%
GP
505
Girard Partners
Pennsylvania
$1.12M -$313K -2,951 -22%
FIB
506
First Interstate Bank
Montana
$1.11M +$4.77K +45 +0.4%
ONB
507
Old National Bancorp
Indiana
$1.11M -$1.62M -15,300 -59%
LFG
508
Larson Financial Group
Missouri
$1.11M +$132K +1,245 +13%
TCM
509
Traynor Capital Management
Pennsylvania
$1.1M -$47.1K -444 -4%
TNBTD
510
Trustmark National Bank Trust Department
Mississippi
$1.1M -$37K -349 -3%
BWP
511
BSW Wealth Partners
Colorado
$1.1M +$187K +1,759 +20%
CFN
512
Cordasco Financial Network
Florida
$1.06M -$9.44K -89 -0.9%
HR
513
Howe & Rusling
New York
$1.04M +$1.04M +9,768 +10,853%
Fiera Capital (Canada)
514
Fiera Capital (Canada)
Quebec, Canada
$1.03M +$14.9K +140 +1%
CCM
515
Colorado Capital Management
Colorado
$1.03M -$93K -877 -8%
PA
516
Pinnacle Associates
New York
$1.01M +$34.9K +329 +4%
TCB
517
Texas Capital Bancshares
Texas
$991K -$558K -5,263 -36%
CM
518
Cornerstone Management
Georgia
$989K -$4.99K -47 -0.5%
TSS
519
Two Sigma Securities
New York
$988K +$123K +1,160 +14%
RA
520
Rational Advisors
New York
$981K +$311K +2,931 +46%
EWM
521
Evercore Wealth Management
New York
$977K -$350K -3,295 -26%
CFG
522
Citizens Financial Group
Rhode Island
$964K +$32.4K +305 +3%
CT
523
CPF Texas
Texas
$956K -$619K -5,834 -39%
CAM
524
Chandler Asset Management
California
$927K +$932K +8,787 New
CW
525
CreativeOne Wealth
Kansas
$920K +$10.8K +102 +1%

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.