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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
I
551
IberiaBank
Louisiana
$1.59M -$13.2K -121 -0.8%
ST
552
Smithfield Trust
Pennsylvania
$1.59M +$1.56M +14,310 New
SMDAM
553
Sumitomo Mitsui DS Asset Management
Japan
$1.58M +$26.8K +245 +2%
LI
554
LVZ Inc
Michigan
$1.57M -$51.5K -471 -3%
CI
555
CX Institutional
Indiana
$1.57M -$3.14M -28,758 -67%
FFA
556
Fragasso Financial Advisors
Pennsylvania
$1.56M -$188K -1,722 -11%
JHCP
557
Jackson Hole Capital Partners
Oklahoma
$1.56M -$21.3K -195 -1%
WP
558
WealthPLAN Partners
Nebraska
$1.52M +$496K +4,538 +51%
FFN
559
Focus Financial Network
Minnesota
$1.51M +$18.6K +170 +1%
LFG
560
Larson Financial Group
Missouri
$1.5M +$10.9K +100 +0.7%
EAMA
561
EFG Asset Management (Americas)
Florida
$1.5M +$127K +1,163 +9%
OCG
562
Opus Capital Group
Ohio
$1.48M -$20.8K -190 -1%
HI
563
Human Investing
Oregon
$1.48M +$96K +878 +7%
GFP
564
Gryphon Financial Partners
Ohio
$1.45M +$25.1K +230 +2%
FC
565
FCA Corp
Texas
$1.45M +$108K +991 +8%
WWM
566
Willingdon Wealth Management
North Carolina
$1.45M -$1.75K -16 -0.1%
PHS
567
Pekin Hardy Strauss
Illinois
$1.42M +$95.7K +875 +7%
BC
568
Burney Company
Virginia
$1.42M +$83.5K +764 +6%
CAM
569
Cresset Asset Management
Illinois
$1.4M -$85.3K -780 -6%
JGUA
570
John G. Ullman & Associates
New York
$1.38M -$26.2K -240 -2%
BF
571
Blankinship & Foster
California
$1.37M +$26.2K +240 +2%
TF
572
TimeScale Financial
Massachusetts
$1.36M -$394K -3,604 -23%
PCA
573
Providence Capital Advisors
North Carolina
$1.34M +$79.4K +726 +6%
CA
574
Crewe Advisors
Utah
$1.33M +$1.19M +10,845 +996%
ANBT
575
American National Bank & Trust
Texas
$1.32M +$865K +7,912 +200%

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.