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iShares Core US Aggregate Bond ETF

986 hedge funds and large institutions have $46.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 422 increasing their positions, 355 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.04M

27% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 81

19% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 355

5% more capital invested

Capital invested by funds: $44.3B → $46.5B (+$2.18B)

1% more funds holding

Funds holding: 979986 (+7)

0.85% less ownership

Funds ownership: 78.6%77.76% (-0.85%)

7% less funds holding in top 10

Funds holding in top 10: 193180 (-13)

Holders
986
Holders Change
+7
Holders Change %
+0.72%
% of All Funds
21.34%
Holding in Top 10
180
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.74%
% of All Funds
3.9%
New
103
Increased
422
Reduced
355
Closed
81
Calls
$11.5M
Puts
$3.04M
Net Calls
+$8.41M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AEPG
801
American Economic Planning Group
New Jersey
$288K
MI
802
Moneywise Inc
Virginia
$287K -$63.6K -593 -18%
WI
803
Wedgewood Investors
Pennsylvania
$287K
Neuberger Berman Group
804
Neuberger Berman Group
New York
$287K +$9.44K +88 +3%
WGCA
805
Wolf Group Capital Advisors
Virginia
$285K -$89.3K -833 -24%
SAM
806
Selway Asset Management
$285K +$280K +2,612 New
OPA
807
Old Port Advisors
Maine
$283K +$13.3K +124 +5%
CCM
808
Coe Capital Management
Illinois
$279K
PGFC
809
Peapack-Gladstone Financial Corp
New Jersey
$277K
SBIA
810
Sheaff Brock Investment Advisors
Indiana
$273K
GJIC
811
Gamble Jones Investment Counsel
California
$273K +$643 +6 +0.2%
DLHL
812
Donald L. Hagan LLC
Florida
$271K -$3.88M -36,183 -94%
RI
813
Ridgewood Investments
New Jersey
$268K
FF
814
Friedenthal Financial
New Jersey
$264K -$72.1K -672 -22%
FPFS
815
First Personal Financial Services
North Carolina
$264K -$4.61K -43 -2%
FNT
816
First National Trust
Pennsylvania
$260K -$141K -1,319 -36%
HIM
817
Hanlon Investment Management
New Jersey
$259K +$254K +2,373 New
NWM
818
Northwest Wealth Management
Iowa
$258K -$29.3K -273 -10%
DCM
819
Dimension Capital Management
Florida
$258K +$858 +8 +0.3%
NGA
820
Naples Global Advisors
Florida
$257K +$8.26K +77 +3%
DI
821
DFPG Investments
Utah
$256K -$2.04K -19 -0.8%
RCP
822
Rothschild Capital Partners
New York
$256K +$252K +2,350 New
SFSG
823
Stearns Financial Services Group
North Carolina
$253K -$34K -317 -12%
CPA
824
Clear Perspective Advisors
Illinois
$252K
NDSI
825
Newman Dignan & Sheerar Inc
Rhode Island
$252K +$107 +1 +0%

AGG Hedge Fund Activity: Q1 2019 in Review

986 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2019, worth a combined $46.5B — up 4.9% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AGG positions and 81 closed out — a net gain of 22 holders — while 422 added to existing stakes and 355 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $412M. The largest seller was Bank of America, cutting an estimated $1.1B.

  • 986 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2019, up from 979 in Q4 2018.
  • Funds reported $46.5B of iShares Core US Aggregate Bond ETF stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 103 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2019 and 81 closed out, a net change of +22 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q1 2019 was Fidelity Investments, an estimated $412M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2019.