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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
PWM
726
Perigon Wealth Management
California
$239K -$490K -4,620 -67%
THWM
727
Taylor Hoffman Wealth Management
Virginia
$235K
I
728
IberiaBank
Louisiana
$235K +$237K +2,231 New
ACG
729
Allen Capital Group
Nebraska
$234K -$8.7K -82 -4%
BTNA
730
Bremer Trust National Association
Minnesota
$226K -$5.88M -55,404 -96%
NB
731
NBT Bank
New York
$225K
AFC
732
AFT Forsyth & Company
Florida
$222K -$49.3K -465 -18%
ACP
733
Arcus Capital Partners
Georgia
$220K +$1.38K +13 +0.6%
KFGK
734
Keystone Financial Group (Kentucky)
Kentucky
$219K -$40.1K -378 -15%
KBFS
735
Kohmann Bosshard Financial Services
Ohio
$217K +$218K +2,055 New
PO
736
Private Ocean
California
$216K +$16.2K +153 +8%
PAG
737
Private Advisory Group
Washington
$213K +$216K +2,033 New
BW
738
Bison Wealth
Georgia
$211K
BRWM
739
B. Riley Wealth Management
Tennessee
$210K +$211K +1,992 New
KSA
740
Ken Stern & Associates
California
$209K
VFA
741
Valeo Financial Advisors
Indiana
$208K -$83.3K -785 -28%
APP
742
Avantax Planning Partners
Iowa
$208K -$21.4K -202 -9%
PWAG
743
Polaris Wealth Advisory Group
California
$208K +$201K +1,894 +2,338%
WAM
744
Weatherly Asset Management
California
$207K
MWAC
745
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$205K +1,937 New
TTWM
746
TCV Trust & Wealth Management
Virginia
$203K
CSIC
747
Clifford Swan Investment Counsel
California
$203K +$204K +1,926 New
AC
748
Alexandria Capital
Virginia
$201K
SS
749
Sunbelt Securities
Texas
$201K +$202K +1,908 New
AIM
750
Arcadia Investment Management
Michigan
$198K

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.