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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
HPWM
826
Highland Private Wealth Management
Washington
$307K -$3.28K -30 -1%
SWRP
827
Summit Wealth & Retirement Planning
California
$306K +$300K +2,747 New
PGAM
828
Princeton Global Asset Management
New Jersey
$303K -$65.5K -599 -18%
SFSG
829
Stearns Financial Services Group
North Carolina
$303K +$43K +393 +17%
UFF
830
USA Financial Formulas
Michigan
$302K +$111K +1,014 +58%
SBIA
831
Sheaff Brock Investment Advisors
Indiana
$300K +$21.6K +198 +8%
OFS
832
OneAscent Financial Services
Alabama
$299K +$294K +2,685 New
TCB
833
Texas Capital Bancshares
Texas
$297K -$483K -4,421 -62%
IFWM
834
Institute for Wealth Management
Colorado
$295K -$9.21M -84,219 -97%
WI
835
Wedgewood Investors
Pennsylvania
$293K
NSIM
836
North Star Investment Management
Illinois
$292K -$11.4K -104 -4%
GA
837
Gateway Advisory
New Jersey
$292K +$35.9K +328 +14%
CFIA
838
Cantor Fitzgerald Investment Advisors
New York
$288K -$13K -119 -4%
CCMG
839
Clark Capital Management Group
Pennsylvania
$288K -$7K -64 -2%
SWP
840
Strategic Wealth Partners
Ohio
$286K -$76.7K -701 -21%
AEPG
841
American Economic Planning Group
New Jersey
$286K -$8.2K -75 -3%
BFG
842
Beacon Financial Group
Texas
$284K +$16.1K +147 +6%
FANJ
843
Financial Architects (New Jersey)
New Jersey
$283K +$190K +1,737 +215%
GJIC
844
Gamble Jones Investment Counsel
California
$279K -$437 -4 -0.2%
HFA
845
Huber Financial Advisors
Illinois
$279K +$30.6K +280 +13%
IWM
846
IHT Wealth Management
Illinois
$277K +$23.6K +216 +10%
9WM
847
9258 Wealth Management
Ohio
$276K +$271K +2,480 New
RI
848
Ridgewood Investments
New Jersey
$274K
LRIA
849
Leonard Rickey Investment Advisors
Washington
$270K +$16.5K +151 +7%
ADL
850
Asset Dedication LLC
California
$269K -$368K -3,366 -58%

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.