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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
SBA
676
Secrest Blakey & Associates
North Carolina
$723K +$90.1K +824 +15%
CFG
677
Citizens Financial Group
Rhode Island
$719K -$255K -2,335 -27%
DFA
678
Delta Financial Advisors
Louisiana
$719K +$706K +6,456 New
MCM
679
Maryland Capital Management
Maryland
$708K -$3.28K -30 -0.5%
Fiera Capital (Canada)
680
Fiera Capital (Canada)
Quebec, Canada
$700K -$103K -945 -13%
AIM
681
Astor Investment Management
Illinois
$698K -$312K -2,849 -31%
FA
682
Fagan Associates
New York
$697K +$118K +1,078 +21%
WIA
683
World Investment Advisors
California
$695K -$5.59M -51,147 -89%
ATC
684
Argent Trust Co
Tennessee
$694K -$120K -1,101 -15%
CWM
685
Connecticut Wealth Management
Connecticut
$690K +$678K +6,197 New
AWA
686
ARS Wealth Advisors
Florida
$683K +$54.8K +501 +9%
NFG
687
NewFocus Financial Group
Washington
$682K -$89.2K -816 -12%
CWP
688
Capital Wealth Planning
Florida
$671K +$659K +6,029 New
LNB
689
Ledyard National Bank
$667K +$2.73K +25 +0.4%
MAU
690
MRA Associates USA
Arizona
$665K
AWMG
691
Alliance Wealth Management Group
New Jersey
$664K -$112K -1,027 -15%
CIA
692
Capital Investment Advisors
Georgia
$654K -$41.3K -378 -6%
PB
693
Pinnacle Bancorp
Nebraska
$654K +$30.7K +281 +5%
SCG
694
Sonata Capital Group
Washington
$648K
VFA
695
Valeo Financial Advisors
Indiana
$644K +$201K +1,837 +47%
RFA
696
Reilly Financial Advisors
California
$629K +$375K +3,426 +154%
FHA
697
Flagship Harbor Advisors
Massachusetts
$623K -$40.2K -368 -6%
SCM
698
Smith Capital Management
Arkansas
$617K +$606K +5,544 New
PFPT
699
Pinnacle Financial Partners (Tennessee)
Tennessee
$606K +$150K +1,368 +34%
Nomura Asset Management
700
Nomura Asset Management
Japan
$604K -$494K -4,520 -45%

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.