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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
TF
651
Tompkins Financial
New York
$854K
DI
652
DAGCO Inc
Ohio
$842K -$27.3K -250 -3%
LA
653
Lau Associates
Delaware
$835K
SCM
654
Stordahl Capital Management
Colorado
$821K -$2.73K -25 -0.3%
CMP
655
Courage Miller Partners
Virginia
$819K -$2.04M -18,701 -72%
BI
656
Ballast Inc
Kentucky
$816K -$36.2K -331 -4%
NS
657
NewDay Solutions
New Hampshire
$810K +$797K +7,289 New
GCA
658
Gradient Capital Advisors
California
$806K -$40.9K -374 -5%
BPC
659
Banque Pictet & Cie
Switzerland
$805K
PA
660
Pinnacle Associates
New York
$791K -$125K -1,145 -14%
BCM
661
Bluefin Capital Management
New York
$785K +$771K +7,050 New
PV
662
Private Vista
Illinois
$782K +$1.97K +18 +0.3%
SWM
663
Stockman Wealth Management
Montana
$778K
TNBTD
664
Trustmark National Bank Trust Department
Mississippi
$776K -$107K -976 -12%
MOS
665
MGO One Seven
Ohio
$776K -$4.59K -42 -0.6%
EIP
666
Ellis Investment Partners
Pennsylvania
$774K +$8.53K +78 +1%
PWM
667
Paulson Wealth Management
Illinois
$770K -$72.5K -663 -9%
PWPS
668
Pinnacle Wealth Planning Services
Ohio
$767K -$18.3K -167 -2%
TFGT
669
TS Financial Group (TSFG)
Illinois
$765K +$1.2K +11 +0.2%
PG
670
Patten Group
Tennessee
$758K +$213K +1,945 +40%
AIA
671
Avalon Investment & Advisory
Texas
$753K +$4.81K +44 +0.7%
EVM
672
Eaton Vance Management
Massachusetts
$752K -$166K -1,518 -18%
MPW
673
MA Private Wealth
California
$751K -$136K -1,248 -16%
NCM
674
New Capital Management
Texas
$743K +$74.5K +681 +11%
BAS
675
Brown Advisory Securities
Maryland
$739K -$406K -3,711 -36%

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.