We are live on ! Find out more
AGG icon

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
SHGA
501
Sand Hill Global Advisors
California
$2.09M -$790K -7,224 -28%
VA
502
Valmark Advisers
Ohio
$2.09M +$288K +2,633 +16%
PCA
503
Personal Capital Advisors
California
$2.08M -$351K -3,213 -15%
IIC
504
Integrated Investment Consultants
Michigan
$2.08M +$180K +1,648 +10%
UWPG
505
Ullmann Wealth Partners Group
Florida
$2.08M +$656 +6 +0%
BFEC
506
Benjamin F. Edwards & Company
Missouri
$2.04M +$95.8K +876 +5%
ACP
507
Aviance Capital Partners
Florida
$2.04M -$145K -1,323 -7%
FNBOO
508
First National Bank of Omaha
Nebraska
$2.02M +$237K +2,165 +14%
WMA
509
Wealth Management Associates
New Jersey
$2.02M -$328 -3 -0%
HR
510
Hayden Royal
North Carolina
$2M +$396K +3,624 +25%
FWIA
511
Fort Washington Investment Advisors
Ohio
$1.99M +$1.95M +17,823 New
State Street
512
State Street
Massachusetts
$1.98M -$34.3K -314 -2%
TCM
513
Traynor Capital Management
Pennsylvania
$1.98M +$61.8K +565 +3%
TC
514
Telemus Capital
Michigan
$1.98M +$222K +2,030 +13%
HH
515
Hilltop Holdings
Texas
$1.97M +$92.1K +842 +5%
SMC
516
Smith, Moore & Co
Missouri
$1.96M -$18.3K -167 -0.9%
PPP
517
Private Portfolio Partners
New Jersey
$1.89M -$90K -823 -5%
MAM
518
Marquette Asset Management
Minnesota
$1.89M -$11.6K -106 -0.6%
WCM
519
Wealthcare Capital Management
Virginia
$1.85M -$177K -1,622 -9%
ACM
520
AUA Capital Management
Pennsylvania
$1.84M -$4.92K -45 -0.3%
KL
521
KWMG LLC
Kansas
$1.83M -$12K -110 -0.7%
TIM
522
Total Investment Management
Arizona
$1.83M +$108K +986 +6%
LWAC
523
Laurel Wealth Advisors (California)
California
$1.82M +$1.79M +16,351 New
LFS
524
Lutz Financial Services
Nebraska
$1.82M +$50.7K +464 +3%
FMWA
525
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$2.93M -26,779 -62%

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.