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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
MWA
901
MFA Wealth Advisors
Pennsylvania
-$239K -2,253 Closed
MWM
902
Meridian Wealth Management
Kentucky
-$229K -2,152 Closed
KCM
903
Kendall Capital Management
Maryland
-$224K -2,104 Closed
G
904
Gainplan
Michigan
-$221K -2,079 Closed
IIA
905
IPG Investment Advisors
California
-$213K -2,005 Closed
BFPW
906
BOK Financial Private Wealth
Colorado
-$211K -1,983 Closed
CNB
907
Camden National Bank
Maine
-$208K -1,960 Closed
RW
908
REDW Wealth
New Mexico
-$205K -1,924 Closed
CCA
909
Catalyst Capital Advisors
New York
-$159K -1,500 Closed
RWA
910
Ropes Wealth Advisors
Massachusetts
-$78K -733 Closed
AWA
911
Acorn Wealth Advisors
Michigan
-$65K -611 Closed
GBBWRPM
912
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$64K -605 Closed
HIIFS
913
Harel Insurance Investments & Financial Services
Israel
-$64K -600 Closed
HCM
914
Horrell Capital Management
Arkansas
-$43K -400 Closed
MFW
915
Mosaic Family Wealth
Missouri
-$38K -354 Closed
PFBT
916
Parkside Financial Bank & Trust
Missouri
-$21K -195 Closed
HDIM
917
Hanson & Doremus Investment Management
Vermont
-$21K -193 Closed
AA
918
AlphaMark Advisors
Kentucky
-$17K -157 Closed
BCP
919
Blackhawk Capital Partners
Wisconsin
-$14K -129 Closed
ST
920
Smithfield Trust
Pennsylvania
-$7K -64 Closed
PCM
921
Peak Capital Management
Colorado
-$5K -44 Closed
MYIA
922
Mount Yale Investment Advisors
Colorado
-$2K -23 Closed
TCM
923
Tradewinds Capital Management
Washington
-$2K -20 Closed
PFA
924
Pathway Financial Advisors
Vermont
-$1K -14 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.