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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
GTAM
826
Global Trust Asset Management
Florida
$25K +$2.65K +25 +12%
MIFH
827
Migdal Insurance & Financial Holdings
Israel
$24K
GWS
828
Glassman Wealth Services
Virginia
$23K
SQA
829
Simon Quick Advisors
New Jersey
$23K +$23.4K +221 New
VRM
830
Vectors Research Management
New York
$21K +$21.2K +200 New
KJWM
831
Kiley Juergens Wealth Management
Washington
$18K
OFW
832
Omnia Family Wealth
Florida
$17K
QCIG
833
Quad-Cities Investment Group
Iowa
$17K
RMAM
834
Raab & Moskowitz Asset Management
New Jersey
$17K +$17.2K +162 New
SNT
835
Security National Trust
West Virginia
$16K -$10.6K -100 -40%
MWM
836
Mascoma Wealth Management
New Hampshire
$14K -$63.6K -600 -82%
LA
837
Legacy Advisors
Pennsylvania
$14K
PK
838
Pflug Koory
Nebraska
$13K
SFG
839
SevenBridge Financial Group
Pennsylvania
$12K
BCA
840
Bray Capital Advisors
Florida
$11K -$31.3K -295 -74%
CB
841
Community Bank
New York
$11K
CWA
842
Clarus Wealth Advisors
Arizona
$9K +$1.59K +15 +21%
ONST
843
Old North State Trust
North Carolina
$9K +$9.76K +92 New
EWM
844
Elmwood Wealth Management
California
$8.55K -$5.3K -50 -38%
BBA
845
Braun-Bostich & Associates
Pennsylvania
$8K -$23.8K -224 -76%
AA
846
Advisory Alpha
Michigan
$8K -$4.03K -38 -33%
SIS
847
Sound Income Strategies
Florida
$7K -$16.9K -159 -72%
BRC
848
Bell Rock Capital
Delaware
$7K
CTC
849
Central Trust Company
Missouri
$7K
RBC
850
Roble Belko & Company
Pennsylvania
$7K

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.