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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
VA
626
Valmark Advisers
Ohio
$459K -$193K -1,822 -30%
CHA
627
Cedar Hill Associates
Illinois
$452K -$119K -1,123 -21%
LNB
628
Ledyard National Bank
$441K +$17.5K +165 +4%
SFS
629
Summit Financial Strategies
Ohio
$439K -$25.5K -240 -5%
PAIM
630
Punch & Associates Investment Management
Minnesota
$437K +$439K +4,140 New
JCM
631
Jacobi Capital Management
Pennsylvania
$436K +$235K +2,217 +116%
PNAA
632
Pictet North America Advisors
Switzerland
$433K
FAM
633
Foothills Asset Management
Arizona
$432K -$59.9K -565 -12%
AIM
634
Advantage Investment Management
Iowa
$432K +$208K +1,959 +92%
LWA
635
Lenox Wealth Advisors
New York
$430K +$7.53K +71 +2%
PG
636
Patten Group
Tennessee
$429K -$76.9K -725 -15%
PCA
637
Personal Capital Advisors
California
$429K +$35.5K +335 +9%
JIP
638
Jaffetilchin Investment Partners
Florida
$428K +$34.7K +327 +9%
FIM
639
Fernwood Investment Management
Massachusetts
$423K +$425K +4,011 New
OCG
640
Opus Capital Group
Ohio
$421K -$73.1K -689 -15%
SWP
641
Strategic Wealth Partners
Ohio
$407K -$10.6K -100 -3%
FWM
642
Focused Wealth Management
New York
$405K -$22.6K -213 -5%
SCA
643
Stillwater Capital Advisors
Pennsylvania
$405K +$407K +3,840 New
SBH
644
Segall Bryant & Hamill
Illinois
$400K -$42.3K -399 -10%
CAMG
645
CWA Asset Management Group
Florida
$399K -$49.9K -470 -11%
SFP
646
Shepherd Financial Partners
Massachusetts
$398K
CAM
647
Cubic Asset Management
Massachusetts
$398K +$2.86K +27 +0.7%
EAM
648
Evanson Asset Management
California
$396K +$955 +9 +0.2%
CQS
649
Credential Qtrade Securities
$396K +$398K +3,750 New
WF
650
Welch & Forbes
Massachusetts
$395K

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.