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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
SF
801
Summit Financial
New Jersey
$362K -$1.3M -11,887 -79%
MI
802
Moneywise Inc
Virginia
$361K +$61.3K +561 +21%
MGI
803
MayTech Global Investments
New York
$356K
AF
804
Aldebaran Financial
$354K
SB
805
Simmons Bank
Arkansas
$350K
LWA
806
Lenox Wealth Advisors
New York
$343K -$16.2K -148 -5%
FF
807
Friedenthal Financial
New Jersey
$341K +$70.9K +648 +27%
ClearBridge Investments
808
ClearBridge Investments
New York
$339K -$6.23K -57 -2%
CFS
809
CRA Financial Services
New Jersey
$337K
MIS
810
Morningstar Investment Services
Illinois
$332K +$326K +2,978 New
ODG
811
O'Dell Group
Ohio
$327K +$109 +1 +0%
Neuberger Berman Group
812
Neuberger Berman Group
New York
$327K +$33.7K +308 +12%
WPC
813
Waters Parkerson & Co
Louisiana
$326K
BWL
814
Bogart Wealth LLC
Virginia
$324K
FC
815
Ferris Capital
Massachusetts
$324K +$79.3K +725 +33%
CFD
816
Creative Financial Designs
Indiana
$320K -$20K -183 -6%
BSW
817
Buckingham Strategic Wealth
Missouri
$319K -$39.6K -362 -11%
CAN
818
Claraphi Advisory Network
United States
$317K -$232K -2,118 -43%
FCBT
819
First Citizens Bank & Trust
North Carolina
$317K -$22.5K -206 -7%
OBWP
820
O'Brien Wealth Partners
Massachusetts
$317K
UBG
821
United Bank (Georgia)
Georgia
$315K -$22K -201 -7%
WAM
822
Weatherly Asset Management
California
$314K +$9.4K +86 +3%
DWT
823
Dorsey & Whitney Trust
South Dakota
$312K -$54.1K -495 -15%
GM
824
GeoWealth Management
Illinois
$312K +$306K +2,798 New
RSWM
825
Robertson Stephens Wealth Management
California
$309K +$303K +2,772 New

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.