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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
ZIM
76
Zacks Investment Management
Illinois
$56.2M -$6.56M -61,874 -10%
SIM
77
Sigma Investment Management
Oregon
$55.6M -$200K -1,882 -0.4%
RW
78
Rand Wealth
Maryland
$54.3M -$9.49M -89,459 -15%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$53.4M +$2.42M +22,768 +5%
CFIA
80
Cantor Fitzgerald Investment Advisors
New York
$51.8M -$4.15M -39,127 -7%
HighTower Advisors
81
HighTower Advisors
Illinois
$51.1M +$19.7M +186,143 +62%
B
82
Bailard
California
$49.6M -$3.43M -32,350 -6%
BAAM
83
Baker Avenue Asset Management
California
$48.8M +$6.82M +64,333 +16%
CAI
84
Capital Advisors Inc
Oklahoma
$47.5M +$18.5M +174,669 +63%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$45.8M +$4.75M +44,822 +12%
PAMU
86
Pictet Asset Management (UK)
United Kingdom
$44.8M +$28.1M +264,500 +165%
CAL
87
Capital Analysts LLC
Pennsylvania
$44.2M -$354K -3,341 -0.8%
FHB
88
First Hawaiian Bank
Hawaii
$41.9M +$4.17M +39,268 +11%
RFC
89
Regions Financial Corp
Alabama
$40.5M -$3.37M -31,801 -8%
DWA
90
Divergent Wealth Advisors
Utah
$40.3M +$9.72M +91,611 +31%
RCIM
91
Red Cedar Investment Management
Michigan
$40.2M +$40.4M +380,992 New
AWS
92
AJ Wealth Strategies
New York
$39.9M +$3.08M +29,042 +8%
SL
93
Summitry LLC
California
$39M +$900K +8,487 +2%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$38.8M +$1.23M +11,558 +3%
FCH
95
Freestone Capital Holdings
Washington
$38.7M +$12M +112,798 +44%
CA
96
Cambridge Associates
Massachusetts
$38.7M -$37.5M -353,966 -49%
UCFA
97
United Capital Financial Advisors
Texas
$38.4M +$7.5M +70,670 +24%
FBFS
98
First Business Financial Services
Wisconsin
$38.3M +$1.54M +14,552 +4%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$37.7M -$42.4K -400 -0.1%
SMFG
100
Sumitomo Mitsui Financial Group
Japan
$36.7M -$3.46M -32,622 -9%

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.