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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
SFC
551
SYM Financial Corp
Indiana
$727K +$602K +5,675 +466%
SCM
552
Shelton Capital Management
Colorado
$724K -$27.9K -263 -4%
DWM
553
Doyle Wealth Management
Florida
$724K +$15.8K +149 +2%
SAMC
554
Spectrum Asset Management (Connecticut)
Connecticut
$722K +$413K +3,893 +132%
SWM
555
Stockman Wealth Management
Montana
$720K +$5.94K +56 +0.8%
MCM
556
Maryland Capital Management
Maryland
$717K -$63.1K -595 -8%
NA
557
Nottingham Advisors
New York
$715K -$3.01M -28,380 -81%
DC
558
Davenport & Co
Virginia
$715K +$60.5K +570 +9%
AIA
559
Avalon Investment & Advisory
Texas
$706K +$47.5K +448 +7%
BCP
560
Blue Chip Partners
Michigan
$702K +$102K +963 +17%
NFG
561
NewFocus Financial Group
Washington
$696K -$87.6K -826 -11%
PA
562
Paracle Advisors
Washington
$688K +$692K +6,526 New
JCM
563
Janney Capital Management
Pennsylvania
$687K -$27.3K -257 -4%
AP
564
Advisors Preferred
Maryland
$686K -$128K -1,202 -16%
PSUF
565
People's United Financial
Connecticut
$678K +$190K +1,793 +39%
CIA
566
Capital Investment Advisors
Georgia
$676K -$614K -5,787 -47%
EWM
567
Empirical Wealth Management
Washington
$676K -$20.2K -190 -3%
SDWMA
568
Schneider Downs Wealth Management Advisors
Pennsylvania
$675K +$106K +996 +18%
TNB
569
Thomasville National Bank
Georgia
$666K +$44K +415 +7%
CAN
570
Claraphi Advisory Network
United States
$663K -$1.46M -13,798 -69%
TA
571
Townsend & Associates
Colorado
$663K -$516K -4,865 -44%
Kayne Anderson Rudnick Investment Management
572
Kayne Anderson Rudnick Investment Management
California
$658K +$27.5K +259 +4%
BMCM
573
Bryn Mawr Capital Management
Pennsylvania
$655K
GIP
574
Greatmark Investment Partners
Georgia
$634K -$7.96K -75 -1%
MWM
575
Merriman Wealth Management
Washington
$630K +$61.5K +580 +11%

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.