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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
AP
601
Advisors Preferred
Maryland
$1.17M +$313K +2,863 +37%
CAGAS
602
Capital Advisory Group Advisory Services
Minnesota
$1.15M +$296K +2,705 +35%
GCM
603
Gibraltar Capital Management
Oklahoma
$1.15M +$7.76K +71 +0.7%
RTS
604
Round Table Services
New Jersey
$1.13M +$130K +1,186 +13%
NPT
605
Nixon Peabody Trust
Massachusetts
$1.12M +$31.2K +285 +3%
QCG
606
Quadrant Capital Group
Ohio
$1.11M +$1.09M +9,967 New
CFN
607
Cordasco Financial Network
Florida
$1.1M +$15.4K +141 +1%
AIA
608
Alera Investment Advisors
Illinois
$1.1M +$83.2K +761 +8%
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$1.1M -$81.5K -745 -7%
GPA
610
Garrison Point Advisors
California
$1.09M +$320K +2,925 +43%
BFC
611
Blue Fin Capital
Rhode Island
$1.09M -$12.8K -117 -1%
XSC
612
X-Square Capital
Puerto Rico
$1.07M +$1.06M +9,658 New
EWM
613
Evercore Wealth Management
New York
$1.07M +$347K +3,175 +49%
HCM
614
Horan Capital Management
Maryland
$1.07M -$32.8K -300 -3%
FAN
615
Financial Advisors Network
California
$1.06M +$6.67K +61 +0.7%
HWA
616
Heritage Wealth Advisors
Virginia
$1.04M +$189K +1,725 +23%
WPA
617
West Paces Advisors
Georgia
$1.03M +$363K +3,320 +56%
AIC
618
Ameritas Investment Company
Nebraska
$1.03M +$588K +5,377 +140%
IFAM
619
Institutional & Family Asset Management
Colorado
$1.02M +$1M +9,164 +70,492%
CCM
620
Colorado Capital Management
Colorado
$1.01M -$22.1K -202 -2%
SBSB
621
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.01M -$105K -958 -10%
FPS
622
Fieldpoint Private Securities
Connecticut
$1M -$320K -2,930 -25%
AFP
623
Ausdal Financial Partners
Iowa
$998K +$387K +3,543 +65%
BBNA
624
Bremer Bank National Association
Minnesota
$983K -$318K -2,906 -25%
3C
625
361 Capital
Colorado
$979K +$548K +5,013 +133%

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.