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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
TC
726
TownSquare Capital
Utah
$534K +$67.8K +620 +15%
LJAC
727
L.J. Altfest & Co
New York
$530K +$656 +6 +0.1%
BWAM
728
Boyd Watterson Asset Management
Ohio
$527K -$10.2M -93,110 -95%
TC
729
Trust Company
Kansas
$527K -$206K -1,885 -28%
WPC
730
White Pine Capital
Minnesota
$524K -$72.2K -660 -12%
CWM
731
Cranbrook Wealth Management
Michigan
$524K
SDWMA
732
Schneider Downs Wealth Management Advisors
Pennsylvania
$520K -$154K -1,412 -23%
MIA
733
MainStreet Investment Advisors
Illinois
$504K +$495K +4,526 New
KF
734
Krilogy Financial
Missouri
$502K +$1.86K +17 +0.4%
NCM
735
Northwest Capital Management
Oregon
$500K -$24.1K -220 -5%
WCM
736
Windham Capital Management
Massachusetts
$500K +$1.75K +16 +0.4%
BCA
737
Bay Colony Advisors
Massachusetts
$497K +$6.23K +57 +1%
SCA
738
Stillwater Capital Advisors
Pennsylvania
$494K +$65.6K +600 +16%
PAM
739
Premier Asset Management
Illinois
$494K +$486K +4,444 New
CAW
740
Cornerstone Advisors (Washington)
Washington
$493K +$3.5K +32 +0.7%
Brown Advisory
741
Brown Advisory
Maryland
$492K +$1.42K +13 +0.3%
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$489K +$203K +1,853 +73%
SC
743
Slow Capital
California
$488K -$771K -7,049 -62%
F
744
Filament
Washington
$486K
SLWS
745
Swaine & Leidel Wealth Services
Florida
$483K -$476K -4,349 -50%
DWM
746
Doyle Wealth Management
Florida
$483K -$65.5K -599 -12%
SAMC
747
Spectrum Asset Management (Connecticut)
Connecticut
$482K -$85.8K -785 -15%
Rockefeller Capital Management
748
Rockefeller Capital Management
New York
$479K +$69.2K +633 +17%
LIM
749
Leavell Investment Management
Alabama
$461K +$135K +1,238 +43%
CDIA
750
Capital Directions Investment Advisors
Georgia
$458K -$65.6K -600 -13%

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.