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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
Retirement Systems of Alabama
526
Retirement Systems of Alabama
Alabama
$918K
CA
527
Cambridge Advisors
Nebraska
$912K
PWPS
528
Pinnacle Wealth Planning Services
Ohio
$899K -$18.8K -177 -2%
SG
529
StoneX Group
New York
$881K +$59.2K +558 +7%
LFG
530
LifePlan Financial Group
Ohio
$861K +$2.23K +21 +0.3%
G
531
GenTrust
Florida
$843K -$211K -1,987 -20%
FIM
532
Freedom Investment Management
Connecticut
$841K -$580K -5,467 -41%
GCA
533
Gradient Capital Advisors
California
$831K -$72.1K -680 -8%
ATC
534
Argent Trust Co
Tennessee
$824K -$55.7K -525 -6%
SP
535
Successful Portfolios
Florida
$811K -$1.7K -16 -0.2%
SCM
536
Stordahl Capital Management
Colorado
$805K -$57.4K -541 -7%
FFBTD
537
First Financial Bank - Trust Division
Ohio
$801K -$1.54M -14,547 -66%
WP
538
WealthPLAN Partners
Nebraska
$799K -$849 -8 -0.1%
RTS
539
Round Table Services
New Jersey
$791K
CI
540
Cambiar Investors
Colorado
$790K
CMBA
541
C.M. Bidwell & Associates
Hawaii
$784K -$7.21K -68 -0.9%
BJ
542
Brouwer & Janachowski
California
$784K +$512K +4,825 +185%
HWA
543
Heritage Wealth Advisors
Virginia
$772K +$14.2K +134 +2%
OWM
544
Orgel Wealth Management
Wisconsin
$772K +$33.6K +317 +5%
BPC
545
Banque Pictet & Cie
Switzerland
$763K
BOTW
546
Bank of the West
California
$758K -$321K -3,023 -30%
TF
547
Tompkins Financial
New York
$754K
NCM
548
New Capital Management
Texas
$751K +$7.85K +74 +1%
CFGF
549
Compass Financial Group (Florida)
Florida
$747K
CAGAS
550
Capital Advisory Group Advisory Services
Minnesota
$734K +$47.7K +450 +7%

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.