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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
CAM
626
Chandler Asset Management
California
$978K
Retirement Systems of Alabama
627
Retirement Systems of Alabama
Alabama
$969K
WSFS
628
Wilmington Savings Fund Society
Delaware
$966K -$13K -119 -1%
AWM
629
Avondale Wealth Management
Texas
$964K +$41.9K +383 +5%
TL
630
TrueWealth LLC
Georgia
$963K +$3.39K +31 +0.4%
CA
631
Cambridge Advisors
Nebraska
$962K
RWM
632
RKL Wealth Management
Pennsylvania
$959K +$156K +1,425 +20%
FFBTD
633
First Financial Bank - Trust Division
Ohio
$959K +$168K +1,541 +22%
FFA
634
First Foundation Advisors
California
$952K +$46.3K +423 +5%
FGAM
635
Financial Gravity Asset Management
Texas
$951K +$496K +4,538 +113%
Lido Advisors
636
Lido Advisors
California
$950K +$240K +2,199 +35%
AIM
637
Advantage Investment Management
Iowa
$945K +$800K +7,316 +626%
JIP
638
Jaffetilchin Investment Partners
Florida
$944K +$413K +3,777 +80%
Kayne Anderson Rudnick Investment Management
639
Kayne Anderson Rudnick Investment Management
California
$942K +$119K +1,088 +15%
CW
640
CreativeOne Wealth
Kansas
$937K +$67.5K +617 +8%
CFA
641
Capstone Financial Advisors
Illinois
$925K
FNBOSM
642
First National Bank of South Miami
Florida
$911K -$27K -247 -3%
PP
643
PDS Planning
Ohio
$906K +$6.45K +59 +0.7%
GTAM
644
Global Trust Asset Management
Florida
$901K +$303K +2,769 +52%
IWS
645
Insight Wealth Strategies
California
$897K +$881K +8,055 New
AIA
646
Angeles Investment Advisors
California
$890K
BWP
647
Bernardo Wealth Planning
Pennsylvania
$880K +$72.3K +661 +9%
CI
648
Cambiar Investors
Colorado
$879K -$39.4K -360 -4%
FCA
649
FinTrust Capital Advisors
South Carolina
$858K
AWM
650
Avior Wealth Management
Nebraska
$856K +$841K +7,688 New

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.