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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
EWM
701
Empirical Wealth Management
Washington
$604K -$23.8K -218 -4%
IP
702
Intellectus Partners
California
$604K -$8.75K -80 -1%
RIA
703
Realta Investment Advisors
Delaware
$603K +$256K +2,345 +76%
DAM
704
Delta Asset Management
Tennessee
$598K +$6.01K +55 +1%
CIR
705
Clear Investment Research
Georgia
$597K -$861K -7,872 -60%
SFG
706
StrategIQ Financial Group
Indiana
$595K +$49.9K +456 +9%
KCM
707
Karp Capital Management
California
$591K +$80.9K +740 +16%
EWF
708
Epstein & White Financial
California
$587K +$121K +1,111 +27%
SP
709
Successful Portfolios
Florida
$583K -$70.1K -641 -11%
FIM
710
Freedom Investment Management
Connecticut
$578K -$5.3M -48,487 -90%
SFS
711
Summit Financial Strategies
Ohio
$576K +$18.2K +166 +3%
JF
712
JSF Financial
California
$570K +$560K +5,117 New
AFIA
713
America First Investment Advisors
Nebraska
$566K
CAM
714
Cidel Asset Management
Ontario, Canada
$564K +$43.7K +400 +9%
TSS
715
Two Sigma Securities
New York
$563K -$980K -8,965 -64%
CB
716
Chemical Bank
Michigan
$562K +$63.2K +578 +13%
CAM
717
Concorde Asset Management
Michigan
$560K +$61.9K +566 +13%
ONB
718
Old National Bancorp
Indiana
$558K -$11.3K -103 -2%
CC
719
Claybrook Capital
Massachusetts
$557K +$547K +5,000 New
TNB
720
Thomasville National Bank
Georgia
$555K -$72.2K -660 -12%
AIM
721
Axiom Investment Management
New York
$555K +$31.9K +292 +6%
SIA
722
Starfire Investment Advisers
Michigan
$543K -$49.4K -452 -8%
AIS
723
American Investment Services
Massachusetts
$539K +$20.2K +185 +4%
CIC
724
Carnegie Investment Counsel
Ohio
$539K +$182K +1,668 +53%
BCM
725
Brookmont Capital Management
Texas
$538K +$765 +7 +0.1%

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.