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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
MCM
951
McMillion Capital Management
North Carolina
$51K +$50.3K +460 New
AC
952
Avestar Capital
New York
$50K
JAM
953
JCIC Asset Management
Ontario, Canada
$49K
FCH
954
Freestone Capital Holdings
Washington
$48.3K +$6.35M +58,109 +15%
SSB
955
Sandy Spring Bank
Maryland
$43K
FRA
956
Front Row Advisors
California
$42K
FMII
957
Farmers & Merchants Investments Inc
Nebraska
$41K
PWMG
958
Prestige Wealth Management Group
New Jersey
$41K
LWM
959
Lenox Wealth Management
Ohio
$36K +$27K +247 +317%
RFWA
960
RPg Family Wealth Advisory
Massachusetts
$36K
CB
961
CNB Bank
Pennsylvania
$35K
HCM
962
HMS Capital Management
Tennessee
$34K +$33.8K +309 New
HCC
963
Hirtle Callaghan & Co
Pennsylvania
$32K
WAS
964
Winch Advisory Services
Wisconsin
$30K
OSNBOA
965
Old Second National Bank of Aurora
Illinois
$30K +$7.33K +67 +34%
SA
966
SRH Advisors
Kansas
$28K
BCA
967
Bray Capital Advisors
Florida
$28K +$27K +247 New
HDIM
968
Hanson & Doremus Investment Management
Vermont
$26K
LWANC
969
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
RWA
970
Redhawk Wealth Advisors
Minnesota
$26K +$25.7K +235 New
OAJ
971
Ogorek Anthony Joseph
New York
$25K +$25.1K +230 New
SMFS
972
Squar Milner Financial Services
California
$24K
BAMG
973
Brand Asset Management Group
Missouri
$23K
FDCDDQ
974
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.3K -$5.91K -54 -21%
ACS
975
Archford Capital Strategies
Illinois
$22K

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.