We are live on ! Find out more
AGG icon

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
WPA
576
West Paces Advisors
Georgia
$624K -$69.5K -655 -10%
GC
577
Grimes & Company
Massachusetts
$623K +$145K +1,367 +30%
SC
578
Slow Capital
California
$615K -$40.1K -378 -6%
SCG
579
Sonata Capital Group
Washington
$614K
CDIA
580
Capital Directions Investment Advisors
Georgia
$601K -$1.44M -13,588 -70%
CAM
581
Concorde Asset Management
Michigan
$600K -$41.8K -394 -6%
FCBT
582
First Citizens Bank & Trust
North Carolina
$599K +$137K +1,291 +29%
WPC
583
White Pine Capital
Minnesota
$598K +$29K +273 +5%
SIA
584
Starfire Investment Advisers
Michigan
$596K -$105K -991 -15%
DAM
585
Delta Asset Management
Tennessee
$594K -$8.38K -79 -1%
PV
586
Private Vista
Illinois
$592K +$12.8K +121 +2%
AFP
587
Ausdal Financial Partners
Iowa
$591K -$65K -613 -10%
HTC
588
Haverford Trust Company
Pennsylvania
$587K -$63.6K -600 -10%
ATFA
589
All Terrain Financial Advisors
Minnesota
$583K +$14.3K +135 +3%
VCM
590
Vivaldi Capital Management
Illinois
$578K +$636 +6 +0.1%
EWF
591
Epstein & White Financial
California
$577K -$321K -3,022 -36%
PIA
592
Peachtree Investment Advisors
Georgia
$577K
CWM
593
Cranbrook Wealth Management
Michigan
$575K -$31.7K -299 -5%
SHWM
594
Smith & Howard Wealth Management
Georgia
$572K
CAM
595
Cidel Asset Management
Ontario, Canada
$555K
FA
596
Fagan Associates
New York
$551K +$106 +1 +0%
BWAM
597
Boyd Watterson Asset Management
Ohio
$544K
CFD
598
Creative Financial Designs
Indiana
$538K +$180K +1,696 +50%
SFG
599
StrategIQ Financial Group
Indiana
$526K -$46.9K -442 -8%
KIA
600
KCM Investment Advisors
California
$525K +$528K +4,975 New

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.