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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
MWPCG
576
Measured Wealth Private Client Group
New Hampshire
$1.32M -$262K -2,392 -17%
BJL
577
Brighton Jones LLC
Washington
$1.31M -$216K -1,978 -14%
WTC
578
WhitTier Trust Company
Nevada
$1.31M -$58.3K -533 -4%
GBT
579
Grove Bank & Trust
Florida
$1.3M +$209K +1,909 +20%
GW
580
GW & Wade
Massachusetts
$1.29M +$1.09K +10 +0.1%
FC
581
Financial Consulate
Maryland
$1.28M -$86.7K -793 -6%
BAM
582
Blueshift Asset Management
New Jersey
$1.28M +$1.26M +11,538 New
CMBA
583
C.M. Bidwell & Associates
Hawaii
$1.27M +$576K +5,270 +86%
PA
584
Paracle Advisors
Washington
$1.27M -$314K -2,873 -20%
BOTW
585
Bank of the West
California
$1.26M -$84.5K -773 -6%
AWA
586
Arete Wealth Advisors
Illinois
$1.26M +$89.2K +816 +8%
GG
587
GenWealth Group
New Jersey
$1.25M -$422K -3,860 -26%
QA
588
Quantitative Advantage
Minnesota
$1.25M +$12.9K +118 +1%
AM
589
Atwater Malick
Pennsylvania
$1.25M +$13.3K +122 +1%
GP
590
Girard Partners
Pennsylvania
$1.23M -$34.8K -318 -3%
SCA
591
Snowden Capital Advisors
New York
$1.23M -$24.1K -220 -2%
BCM
592
BTC Capital Management
Iowa
$1.23M -$50.2K -459 -4%
FIB
593
First Interstate Bank
Montana
$1.21M +$80.3K +734 +7%
TA
594
Townsend & Associates
Colorado
$1.2M +$575K +5,260 +95%
NA
595
Nottingham Advisors
New York
$1.2M +$413K +3,778 +54%
SCA
596
SMH Capital Advisors
Texas
$1.19M -$553K -5,062 -32%
KFC
597
Klingenstein Fields & Co
New York
$1.19M -$30.6K -280 -3%
CWM
598
Cornerstone Wealth Management
Missouri
$1.18M +$218K +1,998 +23%
ATFA
599
All Terrain Financial Advisors
Minnesota
$1.18M +$209K +1,915 +22%
RIM
600
Rampart Investment Management
Connecticut
$1.18M +$355K +3,245 +44%

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.