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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
CQS
876
Credential Qtrade Securities
$232K +$21.3K +195 +10%
SW
877
SlateStone Wealth
Florida
$232K +$228K +2,084 New
TTWM
878
TCV Trust & Wealth Management
Virginia
$231K -$3.83K -35 -2%
CBU
879
CIBC Bank USA
Illinois
$229K +$225K +2,056 New
NWM
880
Northwest Wealth Management
Iowa
$227K -$36.2K -331 -14%
FAM
881
Foothills Asset Management
Arizona
$227K -$24.6K -225 -10%
JA
882
JVL Associates
Michigan
$224K -$8.64K -79 -4%
CHAM
883
Clear Harbor Asset Management
Connecticut
$224K +$220K +2,013 New
COI
884
Connable Office Inc
Michigan
$224K +$220K +2,013 New
MCM
885
Mengis Capital Management
Oregon
$222K -$32.8K -300 -13%
BW
886
Bison Wealth
Georgia
$219K -$3.72K -34 -2%
OC
887
Oakworth Capital
Alabama
$214K -$21.9K -200 -9%
WAM
888
Wealthspire Advisors (Maryland)
Maryland
$212K
GEA
889
Glen Eagle Advisors
New Jersey
$212K +$18.5K +169 +10%
SAM
890
Selway Asset Management
$211K -$78.1K -714 -27%
OPA
891
Old Port Advisors
Maine
$208K -$80.3K -734 -28%
PWAG
892
Polaris Wealth Advisory Group
California
$208K
COI
893
Capital One Investing
Virginia
$208K +$204K +1,868 New
HS
894
Horan Securities
United States
$206K -$138K -1,263 -41%
RWM
895
Ritholtz Wealth Management
New York
$206K +$203K +1,853 New
BPA
896
Beacon Pointe Advisors
California
$206K +$203K +1,859 New
LA
897
LexAurum Advisors
Kansas
$205K -$44.7K -409 -18%
DI
898
DFPG Investments
Utah
$204K -$57.6K -527 -22%
QCM
899
Quest Capital Management
Texas
$202K +$199K +1,818 New
FLI
900
Family Legacy Inc
South Carolina
$200K +$196K +1,797 New

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.