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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
CCA
526
Cobblestone Capital Advisors
New York
$1.79M -$80.5K -736 -4%
DWM
527
Dakota Wealth Management
Florida
$1.79M +$162K +1,480 +10%
PI
528
PineBridge Investments
New York
$1.77M -$10.9K -100 -0.6%
FT
529
Fiduciary Trust
Massachusetts
$1.77M +$65.6K +600 +4%
BIAS
530
Beacon Investment Advisory Services
New Jersey
$1.77M -$876K -8,012 -34%
VSWA
531
Vontobel Swiss Wealth Advisors
Switzerland
$1.77M +$1.74M +15,900 New
VCA
532
Verdence Capital Advisors
Maryland
$1.77M +$1.74M +15,881 New
KA
533
Kovack Advisors
Florida
$1.75M +$108K +992 +7%
CWM
534
Confluence Wealth Management
Oregon
$1.74M +$52.8K +483 +3%
BRWA
535
B. Riley Wealth Advisors
Florida
$1.74M +$143K +1,305 +9%
TWM
536
Tolleson Wealth Management
Texas
$1.72M -$537K -4,913 -24%
HB
537
Homrich & Berg
Georgia
$1.72M -$132K -1,210 -7%
PAS
538
Partnervest Advisory Services
California
$1.69M +$735K +6,718 +79%
KWMG
539
King Wealth Management Group
Florida
$1.69M +$51.1K +467 +3%
VWA
540
V Wealth Advisors
Kansas
$1.69M +$516K +4,719 +45%
DC
541
Davenport & Co
Virginia
$1.68M +$1.3M +11,855 +368%
PAM
542
Peak Asset Management
Colorado
$1.67M -$172K -1,573 -10%
EW
543
Emerson Wealth
Michigan
$1.66M +$8.65M +79,112 +1,979%
NFP
544
Narus Financial Partners
Utah
$1.66M +$1.63M +14,866 New
NEPWA
545
New England Private Wealth Advisors
Massachusetts
$1.64M +$11.6K +106 +0.7%
EK
546
Evensky & Katz
Florida
$1.63M -$36.8K -337 -2%
SFG
547
SNS Financial Group
Minnesota
$1.63M -$11.5K -105 -0.7%
HFP
548
Holistic Financial Partners
Indiana
$1.62M -$621K -5,676 -28%
RA
549
Rational Advisors
New York
$1.61M -$102K -936 -6%
SSWM
550
Sheets Smith Wealth Management
North Carolina
$1.6M +$64.4K +589 +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.