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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
IFAM
851
Institutional & Family Asset Management
Colorado
$6K
OGC
852
Oak Grove Capital
New Hampshire
$6K
SFM
853
Signet Financial Management
New Jersey
$4K -$71K -669 -95%
DBT
854
Dubuque Bank & Trust
Iowa
$3K -$17.8K -168 -84%
RCG
855
Ruggie Capital Group
Florida
$3K
VCM
856
Vigilant Capital Management
Maine
$3K +$2.65K +25 New
PCP
857
Proficio Capital Partners
Massachusetts
$2K -$33.6K -317 -94%
BFC
858
Bedel Financial Consulting
Indiana
$2K -$3.82K -36 -59%
NR
859
Newfound Research
Massachusetts
$2K
DRS
860
Deane Retirement Strategies
Louisiana
$1K
IF
861
Ironwood Financial
Arizona
$1K
LYV
862
Live Your Vision
Pennsylvania
$1K
OSNBOA
863
Old Second National Bank of Aurora
Illinois
$1K
AIIMS
864
Analyst IMS Investment Management Services
Israel
$878 +$70.8K +667 +9%
CF
865
Centaurus Financial
California
$271 -$936K -8,826 -100%
FRA
866
Front Row Advisors
California
$39
TC
867
Toews Corporation
New Jersey
-$113M -1,066,300 Closed
DDPOM
868
Delta Dental Plan of Michigan
Michigan
-$40.7M -382,998 Closed
Rafferty Asset Management
869
Rafferty Asset Management
New York
-$24.9M -234,350 Closed
SFS
870
Sowell Financial Services
Arkansas
-$11.3M -105,851 Closed
Renaissance Technologies
871
Renaissance Technologies
New York
-$9.89M -93,000 Closed
WIM
872
Westside Investment Management
California
-$8.56M -80,760 Closed
HGWM
873
Harvest Group Wealth Management
Massachusetts
-$8.18M -76,936 Closed
VF
874
Virtu Financial
New York
-$6.67M -62,777 Closed
Citadel Advisors
875
Citadel Advisors
Florida
-$6.67M -62,729 Closed

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.