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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
CIAS
901
Capital Investment Advisory Services
North Carolina
$198K +$35.8K +327 +23%
FWM
902
Focused Wealth Management
New York
$197K -$249K -2,277 -56%
SCM
903
Silvant Capital Management
Georgia
$195K
SQA
904
Simon Quick Advisors
New Jersey
$188K +$29.6K +271 +19%
PFO
905
Pathstone Family Office
New Jersey
$179K +$109 +1 +0.1%
CHC
906
City Holding Co
West Virginia
$178K -$12K -110 -6%
BCP
907
Blue Chip Partners
Michigan
$160K -$22.6K -207 -13%
SFC
908
SYM Financial Corp
Indiana
$160K -$8.31K -76 -5%
PMFA
909
Plante Moran Financial Advisors
Michigan
$159K +$124K +1,138 +390%
LWA
910
Lowe Wealth Advisors
Maryland
$157K
1IA
911
1834 Investment Advisors
Wisconsin
$156K -$1.64K -15 -1%
AOWM
912
Alpha Omega Wealth Management
Virginia
$155K +$109 +1 +0.1%
GWA
913
Guidant Wealth Advisors
Illinois
$152K
DOA
914
D'Orazio & Associates
Virginia
$138K
HPC
915
HM Payson & Co
Maine
$137K +$135K +1,231 New
IWA
916
IBEX Wealth Advisors
New Jersey
$128K +$127K +1,158 New
BAM
917
Belpointe Asset Management
Nevada
$123K +$120K +1,101 New
DSC
918
Duncker Streett & Co
Missouri
$119K +$219 +2 +0.2%
AIM
919
Arcadia Investment Management
Michigan
$117K
APW
920
Acima Private Wealth
Virginia
$112K
WC
921
Westwind Capital
New Mexico
$112K +$10.9K +100 +11%
TFA
922
Toth Financial Advisory
Virginia
$110K -$12.6K -115 -10%
SIC
923
Salem Investment Counselors
North Carolina
$110K +$108K +987 New
IWMA
924
Ironwood Wealth Management (Arizona)
Arizona
$109K +$6.34K +58 +6%
FCMT
925
Founders Capital Management (Texas)
Texas
$105K

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.