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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
LMIM
51
Lockheed Martin Investment Management
Maryland
$109M +$12.6M +115,000 +13%
TC
52
Toews Corporation
New Jersey
$104M -$290K -2,650 -0.3%
SBL
53
Sargent Bickham Lagudis
Colorado
$103M +$17.1M +156,838 +20%
SWM
54
SigFig Wealth Management
California
$99.7M +$11.8M +107,870 +14%
UCFA
55
United Capital Financial Advisors
Texas
$94.9M +$50.5M +461,713 +118%
EA
56
Efficient Advisors
Ohio
$94.2M -$314K -2,869 -0.3%
MFM
57
MD Financial Management
Ontario, Canada
$93.9M -$19.3M -176,771 -17%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$93.4M
Stifel Financial
59
Stifel Financial
Missouri
$88.1M -$32.5M -297,317 -27%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$87.9M +$4.74M +43,374 +6%
MIM
61
MetLife Investment Management
New Jersey
$87.7M -$3.34M -30,584 -4%
CWM
62
Cahaba Wealth Management
Georgia
$86.8M +$5.75M +52,574 +7%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$86.7M +$61.6M +563,059 +261%
CS
64
Credit Suisse
Switzerland
$85.5M -$29.8M -272,425 -26%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$85.1M +$5.99M +54,761 +8%
Mariner
66
Mariner
Kansas
$85.1M +$15.1M +138,045 +22%
AssetMark Inc
67
AssetMark Inc
California
$84.9M +$30.1M +275,724 +57%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$82.4M +$2.96M +27,026 +4%
SFA
69
Sequoia Financial Advisors
Ohio
$77.5M +$15.1M +138,207 +25%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$76.9M
CHP
71
Cable Hill Partners
Oregon
$76.1M +$2.22M +20,290 +3%
HHGA
72
Halbert Hargrove Global Advisors
California
$75M +$73.7M +673,945 New
CWM
73
Campbell Wealth Management
Virginia
$74.5M +$4.84M +44,258 +7%
MBT
74
Monroe Bank & Trust
Michigan
$71.6M +$8.38M +76,635 +14%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$70.3M +$15.9M +145,095 +30%

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.