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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
GJIC
701
Gamble Jones Investment Counsel
California
$280K -$9.44K -89 -3%
CFA
702
Carroll Financial Associates
North Carolina
$280K -$6.05K -57 -2%
WI
703
Wedgewood Investors
Pennsylvania
$277K
NDSI
704
Newman Dignan & Sheerar Inc
Rhode Island
$276K -$140K -1,320 -33%
TC
705
Telemus Capital
Michigan
$275K -$7.21K -68 -3%
CCMG
706
Clark Capital Management Group
Pennsylvania
$274K +$106 +1 +0%
RWA
707
River Wealth Advisors
Pennsylvania
$274K +$16.2K +153 +6%
GT
708
Glenview Trust
Kentucky
$271K
Neuberger Berman Group
709
Neuberger Berman Group
New York
$268K
PGFC
710
Peapack-Gladstone Financial Corp
New Jersey
$268K
SSB
711
Sandy Spring Bank
Maryland
$266K -$99.2K -935 -27%
B
712
Brightworth
Georgia
$265K +$267K +2,516 New
SBIA
713
Sheaff Brock Investment Advisors
Indiana
$264K
NGA
714
Naples Global Advisors
Florida
$263K
Wealth Enhancement Advisory Services
715
Wealth Enhancement Advisory Services
Minnesota
$263K +$267K +2,516 New
RI
716
Ridgewood Investments
New Jersey
$259K
BHBT
717
Burke & Herbert Bank & Trust
Virginia
$258K -$121K -1,139 -32%
BFG
718
Beacon Financial Group
Texas
$254K -$1.27K -12 -0.5%
TFA
719
Toth Financial Advisory
Virginia
$251K -$3.61K -34 -1%
AWM
720
Avondale Wealth Management
Texas
$248K -$278K -2,617 -53%
SXL
721
Summit X LLC
Missouri
$247K +$249K +2,352 New
TIM
722
Tortoise Investment Management
New York
$244K -$10.1K -95 -4%
HFA
723
Huber Financial Advisors
Illinois
$244K +$2.65K +25 +1%
RWP
724
RWA Wealth Partners
Massachusetts
$242K -$8.47M -79,816 -97%
MCM
725
Mengis Capital Management
Oregon
$242K -$120K -1,131 -33%

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.