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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
BOS
776
Bingham Osborn & Scarborough
California
$389K -$19.9K -182 -5%
EAM
777
Evanson Asset Management
California
$389K +$1.09K +10 +0.3%
WA
778
Wealthstar Advisors
Texas
$388K -$18K -165 -4%
CSM
779
CAMG Solamere Management
North Carolina
$388K
MFT
780
Moisand Fitzgerald Tamayo
Florida
$386K +$2.73K +25 +0.7%
JCM
781
Janney Capital Management
Pennsylvania
$385K -$312K -2,856 -45%
SRC
782
Shufro Rose & Co
New York
$384K +$377K +3,448 New
GCAC
783
Guardian Capital Advisors (Canada)
Ontario, Canada
$382K +$375K +3,430 New
BRM
784
Boston Research & Management
Massachusetts
$381K +$25.9K +237 +7%
S
785
SignatureFD
Georgia
$380K -$185K -1,691 -33%
W
786
WealthOne
New York
$380K -$140K -1,277 -27%
WIA
787
Wealthstreet Investment Advisors
Texas
$380K
JSL
788
JT Stratford LLC
Georgia
$380K +$374K +3,417 New
CF
789
Centaurus Financial
California
$374K +$328K +3,004 +841%
ATC
790
Adirondack Trust Company
New York
$373K
SIS
791
Sound Income Strategies
Florida
$370K +$223K +2,038 +158%
AIC
792
Archer Investment Corporation
Indiana
$369K -$350K -3,200 -49%
PCM
793
Penn Capital Management
Pennsylvania
$369K
BPCE
794
Bank Pictet & Cie (Europe)
Germany
$369K +$362K +3,312 New
CA
795
Claro Advisors
Massachusetts
$368K +$8.42K +77 +2%
GT
796
Greenleaf Trust
Michigan
$367K -$88.9K -813 -20%
NEIRG
797
New England Investment & Retirement Group
Massachusetts
$367K -$328 -3 -0.1%
LFG
798
LifePlan Financial Group
Ohio
$365K -$96.4K -882 -21%
GT
799
Glenview Trust
Kentucky
$365K +$4.37K +40 +1%
CMO
800
Covenant Multifamily Offices
Texas
$364K +$234K +2,141 +189%

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.