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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
FPFS
851
First Personal Financial Services
North Carolina
$269K
Koshinski Asset Management
852
Koshinski Asset Management
Illinois
$266K -$191K -1,744 -42%
DCM
853
Dimension Capital Management
Florida
$265K +$1.31K +12 +0.5%
RCP
854
Rothschild Capital Partners
New York
$262K
NGA
855
Naples Global Advisors
Florida
$260K -$2.19K -20 -0.8%
CPA
856
Clear Perspective Advisors
Illinois
$257K
JPLA
857
Joseph P. Lucia & Associates
New York
$253K -$26.6M -243,657 -99%
FNT
858
First National Trust
Pennsylvania
$253K -$11.7K -107 -4%
QCIG
859
Quad-Cities Investment Group
Iowa
$253K +$79.5K +727 +47%
BA
860
Boston Advisors
Massachusetts
$253K +$249K +2,275 New
PCG
861
Private Capital Group
Connecticut
$251K -$77.5K -709 -23%
CCA
862
Checchi Capital Advisers
California
$251K +$246K +2,254 New
AFA
863
American Financial Advisors
Georgia
$249K -$52.4K -479 -18%
THWM
864
Taylor Hoffman Wealth Management
Virginia
$248K
CAAS
865
Capital Asset Advisory Services
Michigan
$245K +$240K +2,197 New
LF
866
Lantz Financial
Illinois
$243K -$12.9K -118 -5%
BJ
867
Brouwer & Janachowski
California
$242K -$1.31K -12 -0.5%
AFC
868
AFT Forsyth & Company
Florida
$238K +$6.56K +60 +3%
BHBT
869
Burke & Herbert Bank & Trust
Virginia
$237K -$8.75K -80 -4%
ACP
870
Arcus Capital Partners
Georgia
$237K +$1.53K +14 +0.7%
OC
871
Oarsman Capital
Wisconsin
$236K -$2.84K -26 -1%
CASB
872
Cape Ann Savings Bank
Massachusetts
$236K
WDL
873
Well Done LLC
Michigan
$236K
CFA
874
Carroll Financial Associates
North Carolina
$235K +$3.61K +33 +2%
WI
875
Wintrust Investments
Illinois
$235K +$8.53K +78 +4%

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.