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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
GWS
751
Glassman Wealth Services
Virginia
$458K
SCM
752
Stellar Capital Management
Arizona
$458K
PNAA
753
Pictet North America Advisors
Switzerland
$457K
BPWA
754
Beacon Pointe Wealth Advisors
California
$448K +$27.2K +249 +7%
BPB
755
Badgley, Phelps & Bell
Washington
$447K -$60.4K -552 -12%
WF
756
Welch & Forbes
Massachusetts
$445K +$20.9K +191 +5%
VF
757
Virtu Financial
New York
$445K +$437K +3,995 New
PAM
758
Palisade Asset Management
Minnesota
$442K
MCM
759
Monument Capital Management
Virginia
$439K -$9.95K -91 -2%
HCA
760
Harbour Capital Advisors
Virginia
$439K
FIM
761
Fernwood Investment Management
Massachusetts
$434K
GC
762
Grace Capital
Massachusetts
$431K
VCM
763
Vivaldi Capital Management
Illinois
$430K -$33.4K -305 -7%
GIM
764
Greenwich Investment Management
Connecticut
$429K +$60.1K +550 +17%
AIA
765
Arbor Investment Advisors
North Carolina
$427K +$100K +915 +31%
NL
766
NVWM LLC
Pennsylvania
$411K +$288K +2,635 +250%
RWM
767
Reston Wealth Management
Virginia
$404K +$82.8K +757 +26%
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$398K
CC
769
Courier Capital
New York
$395K -$60.8K -556 -14%
LC
770
LCNB Corp
Ohio
$395K -$14.8K -135 -4%
CAM
771
Cubic Asset Management
Massachusetts
$393K
BMCM
772
Bryn Mawr Capital Management
Pennsylvania
$392K -$219 -2 -0.1%
RWA
773
River Wealth Advisors
Pennsylvania
$391K +$20.1K +184 +6%
HIM
774
Hanlon Investment Management
New Jersey
$391K +$124K +1,135 +48%
GWM
775
Greenwich Wealth Management
Connecticut
$389K -$95.7K -875 -20%

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.