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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
NA
51
NextCapital Advisers
Illinois
$90.4M +$90.9M +856,809 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$87.8M +$5.49M +51,747 +7%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$82M +$2.21M +20,855 +3%
SBL
54
Sargent Bickham Lagudis
Colorado
$80.7M -$2.79M -26,262 -3%
MFM
55
MD Financial Management
Ontario, Canada
$78.9M +$7.55M +71,169 +11%
Stifel Financial
56
Stifel Financial
Missouri
$77.8M -$4.19M -39,521 -5%
HHGA
57
Halbert Hargrove Global Advisors
California
$75.8M +$716K +6,747 +0.9%
CWM
58
Cahaba Wealth Management
Georgia
$71.8M +$964K +9,088 +1%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$71.5M +$1M +9,460 +1%
MBT
60
Monroe Bank & Trust
Michigan
$71.3M +$755K +7,122 +1%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$68.6M +$6.95M +65,537 +11%
SWM
62
SigFig Wealth Management
California
$67.6M +$22.8M +215,359 +51%
AF
63
Allworth Financial
California
$64.1M -$12.1M -114,279 -16%
FA
64
FDx Advisors
Illinois
$63.6M -$4M -37,665 -6%
MSA
65
Mason Street Advisors
Wisconsin
$63.2M -$735K -6,925 -1%
Citigroup
66
Citigroup
New York
$63.1M +$20M +188,107 +46%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$62.9M -$4.03M -38,013 -6%
CHP
68
Cable Hill Partners
Oregon
$62.7M +$3.75M +35,353 +6%
MA
69
MCF Advisors
Kentucky
$62M -$2.42M -22,843 -4%
1CP
70
1607 Capital Partners
Virginia
$60.3M -$13.5M -127,250 -18%
BTS
71
BB&T Securities
Virginia
$60M -$4.98M -46,961 -8%
BC
72
Brinker Capital
Pennsylvania
$59.1M +$715K +6,744 +1%
AF
73
Alerus Financial
North Dakota
$59.1M +$2.9M +27,345 +5%
CTB
74
Country Trust Bank
Illinois
$58.8M +$4.45M +41,948 +8%
TCM
75
Twele Capital Management
Minnesota
$58M +$1.72M +16,185 +3%

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.