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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
GLA
876
Great Lakes Advisors
Illinois
-$5.74M -54,004 Closed
Capstone Investment Advisors
877
Capstone Investment Advisors
New York
-$5.42M -50,936 Closed
WI
878
WrapManager Inc
California
-$2.92M -27,492 Closed
GI
879
Glovista Investments
New Jersey
-$2.87M -27,044 Closed
Nomura Holdings
880
Nomura Holdings
Japan
-$2.02M -18,950 Closed
LP
881
LGL Partners
Pennsylvania
-$1.52M -14,340 Closed
CGL
882
Clarius Group LLC
Washington
-$963K -9,054 Closed
HPC
883
Hobart Private Capital
North Carolina
-$882K -8,295 Closed
IP
884
Intellectus Partners
California
-$838K -7,896 Closed
SGCA
885
Steel Grove Capital Advisors
Tennessee
-$800K -7,529 Closed
BC
886
Burleson & Co
California
-$624K -5,866 Closed
DP
887
DDD Partners
Washington
-$610K -5,740 Closed
SWA
888
SFMG Wealth Advisors
Texas
-$566K -5,321 Closed
HCA
889
Harbour Capital Advisors
Virginia
-$557K -5,252 Closed
ACM
890
Advisors Capital Management
New Jersey
-$552K -5,194 Closed
MCM
891
McMillion Capital Management
North Carolina
-$501K -4,712 Closed
BIA
892
BHK Investment Advisors
Alabama
-$465K -4,371 Closed
WI
893
Wintrust Investments
Illinois
-$436K -4,102 Closed
BB
894
Busey Bank
Illinois
-$394K -3,710 Closed
BS
895
Boenning & Scattergood
Pennsylvania
-$351K -3,301 Closed
FWM
896
FFT Wealth Management
Pennsylvania
-$302K -2,841 Closed
W
897
Wealthfront
California
-$283K -2,666 Closed
SB
898
Simmons Bank
Arkansas
-$281K -2,645 Closed
GCAC
899
Guardian Capital Advisors (Canada)
Ontario, Canada
-$271K -2,550 Closed
PWM
900
Patriot Wealth Management
Texas
-$257K -2,415 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.