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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
CIC
676
Carnegie Investment Counsel
Ohio
$340K +$43.2K +407 +14%
AF
677
Aldebaran Financial
$335K -$53K -500 -14%
WIA
678
Wealthstreet Investment Advisors
Texas
$334K
CCM
679
Coe Capital Management
Illinois
$332K
Bessemer Group
680
Bessemer Group
New Jersey
$332K +$46.6K +439 +16%
NWM
681
Northwest Wealth Management
Iowa
$328K -$42K -396 -11%
FF
682
Friedenthal Financial
New Jersey
$326K +$328K +3,088 New
BOS
683
Bingham Osborn & Scarborough
California
$324K +$212 +2 +0.1%
SP
684
Symmetry Partners
Connecticut
$323K +$325K +3,066 New
PCG
685
Private Capital Group
Connecticut
$320K +$72.4K +683 +29%
SEI Investments
686
SEI Investments
Pennsylvania
$318K -$1.08M -10,155 -77%
OC
687
Oarsman Capital
Wisconsin
$315K -$25.2K -238 -7%
UBG
688
United Bank (Georgia)
Georgia
$314K
WPC
689
Waters Parkerson & Co
Louisiana
$311K -$13.3K -125 -4%
BWL
690
Bogart Wealth LLC
Virginia
$307K +$232K +2,184 +300%
FEG
691
Fund Evaluation Group
Ohio
$305K +$7.96K +75 +3%
DC
692
DeDora Capital
California
$299K -$1.36M -12,778 -82%
Rockefeller Capital Management
693
Rockefeller Capital Management
New York
$299K
FNT
694
First National Trust
Pennsylvania
$296K -$1.27K -12 -0.4%
RFA
695
Reilly Financial Advisors
California
$292K +$13.4K +126 +5%
NSIM
696
North Star Investment Management
Illinois
$289K +$636 +6 +0.2%
ClearBridge Investments
697
ClearBridge Investments
New York
$287K -$56.3K -531 -16%
FPFS
698
First Personal Financial Services
North Carolina
$287K +$27.8K +262 +11%
HPWM
699
Highland Private Wealth Management
Washington
$286K +$17.2K +162 +6%
AIA
700
Arbor Investment Advisors
North Carolina
$282K +$283K +2,668 New

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.