iShares Core US Aggregate Bond ETF
AGG
979 hedge funds and large institutions have $44.3B invested in iShares Core US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 339 increasing their positions, 366 reducing their positions, and 61 closing their positions.
207% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 61
30% more funds holding in top 10
Funds holding in top 10: 149 → 193 (+44)
13% more funds holding
Funds holding: 863 → 979 (+116)
1% more capital invested
Capital invested by funds: $43.6B → $44.3B (+$652M)
0.09% more ownership
Funds ownership: 78.51% → 78.6% (+0.09%)
7% less repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 366
56% less call options, than puts
Call options by funds: $6.99M | Put options by funds: $15.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.72B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$202M |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$185M |
| 4 |
Goldman Sachs
New York
|
+$183M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$180M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.18B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$452M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$345M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$294M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$219M |
AGG Hedge Fund Activity: Q4 2018 in Review
979 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2018, worth a combined $44.3B — up 1.5% from $43.6B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new AGG positions and 61 closed out — a net gain of 126 holders — while 339 added to existing stakes and 366 trimmed.
The largest buyer was Bank of America, adding an estimated $1.72B. The largest seller was BlackRock, cutting an estimated $2.18B.
- 979 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2018, up from 863 in Q3 2018.
- Funds reported $44.3B of iShares Core US Aggregate Bond ETF stock for Q4 2018, up 1.5% quarter-over-quarter.
- 187 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2018 and 61 closed out, a net change of +126 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2018 was Bank of America, an estimated $1.72B added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2018 was BlackRock, an estimated $2.18B sold.
Based on aggregated 13F filings for Q4 2018.