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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
GI
801
Gradient Investments
Minnesota
$52K +$1.49K +14 +3%
PG
802
Proffitt & Goodson
Tennessee
$52K +$51.9K +489 New
WA
803
WP Advisors
California
$49K +$424 +4 +0.9%
AC
804
Avestar Capital
New York
$47K -$75K -707 -61%
AIL
805
AGF Investments LLC
Ontario, Canada
$47K +$15.9K +150 +50%
IWMA
806
Ironwood Wealth Management (Arizona)
Arizona
$44K +$16.5K +156 +59%
SMFS
807
Squar Milner Financial Services
California
$43K +$12.3K +116 +40%
OC
808
Oakworth Capital
Alabama
$41K -$25.7K -242 -38%
FCB
809
First Command Bank
Texas
$39K +$12.3K +116 +45%
FCFS
810
First Command Financial Services
Texas
$39K +$12.3K +116 +45%
AWM
811
AllSquare Wealth Management
New York
$39K +$18.2K +172 +89%
IAS
812
INR Advisory Services
Pennsylvania
$38K
MWM
813
MinichMacGregor Wealth Management
New York
$35K
RFWA
814
RPg Family Wealth Advisory
Massachusetts
$34.1K +$21.2K +200 +163%
BAMG
815
Brand Asset Management Group
Missouri
$34K +$106 +1 +0.3%
CFA
816
Camarda Financial Advisors
Florida
$33K +$32.9K +310 New
JAM
817
JCIC Asset Management
Ontario, Canada
$33K +$33.4K +315 New
SFSIG
818
San Francisco Sentry Investment Group
California
$32K
WCAMG
819
Woodard & Company Asset Management Group
North Carolina
$32K +$31.9K +301 New
WTB
820
Washington Trust Bank
Washington
$29K
CWM
821
Cedar Wealth Management
California
$29K +$29.6K +279 New
WAS
822
Winch Advisory Services
Wisconsin
$28K
MIM
823
Macroview Investment Management
Maryland
$27K +$106 +1 +0.4%
SA
824
SRH Advisors
Kansas
$26K
ME
825
McIlrath & Eck
Washington
$26K +$12.8K +121 +95%

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.