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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
CAC
926
Certified Advisory Corp
Florida
$103K +$547 +5 +0.5%
GI
927
Gradient Investments
Minnesota
$100K +$43.7K +400 +81%
SFG
928
SevenBridge Financial Group
Pennsylvania
$99K +$85.1K +778 +714%
HGWM
929
Harvest Group Wealth Management
Massachusetts
$91K +$3.17K +29 +4%
CCM
930
Covington Capital Management
California
$89K
VC
931
Vestor Capital
Illinois
$85K +$83.5K +764 New
AWA
932
Artemis Wealth Advisors
New York
$80.2K
RCA
933
Rowland Carmichael Advisors
Arizona
$75K +$17.3K +158 +31%
WCM
934
Whitener Capital Management
North Carolina
$71K
AWM
935
Apollon Wealth Management
South Carolina
$71K +$69.3K +634 New
PG
936
Proffitt & Goodson
Tennessee
$70K -$219 -2 -0.3%
BWA
937
Burt Wealth Advisors
Maryland
$70K
TIM
938
Tortoise Investment Management
New York
$67K -$11.9K -109 -15%
CCM
939
Cribstone Capital Management
Maine
$67K -$2.08K -19 -3%
OIA
940
OneDigital Investment Advisors
Kansas
$63K +$20.9K +191 +51%
AIM
941
Anchor Investment Management
South Carolina
$59.9K
VCM
942
Vigilant Capital Management
Maine
$59K -$8.09K -74 -12%
KPCM
943
Kings Point Capital Management
New York
$58K +$57.4K +525 New
PAI
944
Pittenger & Anderson Inc
Nebraska
$57K +$41.6K +380 +279%
BAM
945
Barrett Asset Management
New York
$56K -$22.4K -205 -29%
CICI
946
Capital Investment Counsel Inc
North Carolina
$56K
SIM
947
Sonora Investment Management
Arizona
$55K -$103K -943 -66%
MWC
948
MKD Wealth Coaches
Michigan
$54K +$38.9K +356 +268%
SFA
949
Semmax Financial Advisors
North Carolina
$52K -$80.1K -733 -61%
AIL
950
AGF Investments LLC
Ontario, Canada
$51K +$15.5K +142 +46%

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.