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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
FLI
751
Family Legacy Inc
South Carolina
$191K -$636 -6 -0.3%
MPIA
752
Mountain Pacific Investment Advisers
Idaho
$189K -$21.2K -200 -10%
TFO
753
Tarbox Family Office
California
$185K
SCM
754
Silvant Capital Management
Georgia
$184K
WAM
755
Wealthspire Advisors (Maryland)
Maryland
$177K -$45.5K -429 -20%
1IA
756
1834 Investment Advisors
Wisconsin
$169K
Lazard Asset Management
757
Lazard Asset Management
New York
$163K
GEA
758
Glen Eagle Advisors
New Jersey
$160K +$212 +2 +0.1%
LWA
759
Lowe Wealth Advisors
Maryland
$159K -$41.7K -393 -21%
S
760
SignatureFD
Georgia
$154K +$849 +8 +0.6%
MPWT
761
MassMutual Private Wealth & Trust
Connecticut
$154K
IWP
762
Icon Wealth Partners
Texas
$147K +$57K +537 +62%
PGWM
763
Parisi Gray Wealth Management
New Jersey
$146K
CB
764
CNB Bank
Pennsylvania
$142K -$92.4K -871 -39%
AOWM
765
Alpha Omega Wealth Management
Virginia
$139K -$26.5K -250 -16%
JFA
766
JNBA Financial Advisors
Minnesota
$139K +$140K +1,317 New
WWMSC
767
Wagner Wealth Management (South Carolina)
South Carolina
$137K
SWM
768
SeaCrest Wealth Management
New York
$134K -$26.4K -249 -16%
LFA
769
Legacy Financial Advisors
Kentucky
$128K
MGI
770
MayTech Global Investments
New York
$127K
NL
771
NVWM LLC
Pennsylvania
$121K -$4.24K -40 -3%
FMII
772
Farmers & Merchants Investments Inc
Nebraska
$120K
CHC
773
City Holding Co
West Virginia
$117K
OWA
774
One Wealth Advisors
California
$116K +$6.89K +65 +6%
CA
775
Crewe Advisors
Utah
$115K

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.