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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
DSC
776
Duncker Streett & Co
Missouri
$113K
LPIC
777
LeJeune Puetz Investment Counsel
Michigan
$109K +$110K +1,037 New
TC
778
Trilogy Capital
California
$108K +$849 +8 +0.8%
FCMT
779
Founders Capital Management (Texas)
Texas
$106K -$31.8K -300 -23%
FANJ
780
Financial Architects (New Jersey)
New Jersey
$96K -$1.06K -10 -1%
CAC
781
Certified Advisory Corp
Florida
$93K +$530 +5 +0.6%
HT
782
Heritage Trust
Oklahoma
$91K
WC
783
Westwind Capital
New Mexico
$89K +$9.34K +88 +12%
CCM
784
Covington Capital Management
California
$84K
OIA
785
OneDigital Investment Advisors
Kansas
$81K
AWA
786
Artemis Wealth Advisors
New York
$76K
BAM
787
Barrett Asset Management
New York
$74K
FDCDDQ
788
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73K +$7.42K +70 +11%
NFG
789
Next Financial Group
Texas
$71K -$330K -3,110 -82%
BWA
790
Burt Wealth Advisors
Maryland
$71K -$132K -1,245 -65%
CCM
791
Cribstone Capital Management
Maine
$66K
CPIG
792
Chicago Partners Investment Group
Illinois
$63K +$530 +5 +0.8%
WCM
793
Whitener Capital Management
North Carolina
$62K +$62.7K +591 New
CAL
794
Capital Advisors Ltd
Ohio
$61K +$106 +1 +0.2%
RFM
795
Royal Fund Management
Florida
$61K +$42.5K +401 +220%
FGAM
796
Financial Gravity Asset Management
Texas
$59K -$955 -9 -2%
BAM
797
Bruderman Asset Management
New York
$59K +$59.4K +560 New
BHB
798
Bank Hapoalim BM
Israel
$56K
TDC
799
Thompson Davis & Co
Virginia
$56K +$6.58K +62 +13%
PSC
800
Prentiss Smith & Co
Vermont
$54K

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.