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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
AWM
976
AllSquare Wealth Management
New York
$21K
CH
977
Canton Hathaway
Rhode Island
$19K -$24.8K -227 -57%
RWA
978
Ropes Wealth Advisors
Massachusetts
$18K
LWM
979
Liberty Wealth Management
California
$18K +$5.36K +49 +43%
SNT
980
Security National Trust
West Virginia
$17K
HR
981
Howe & Rusling
New York
$15K -$22.7K -208 -61%
LA
982
Legacy Advisors
Pennsylvania
$15K
FPB
983
First PREMIER Bank
South Dakota
$14K
ME
984
McIlrath & Eck
Washington
$14K
PK
985
Pflug Koory
Nebraska
$14K
TWA
986
TCI Wealth Advisors
Arizona
$13K
ARMC
987
American Research & Management Company
Massachusetts
$11K
CB
988
Community Bank
New York
$11K
CG
989
Cutler Group
California
$11K +$10.9K +100 New
BCMIO
990
Beacon Capital Management Inc (Ohio)
Ohio
$10K +$10.1K +92 New
WIM
991
Westside Investment Management
California
$9.19K +$9.02M +82,491 New
MWP
992
MYCIO Wealth Partners
Pennsylvania
$8K +$8.31K +76 New
FNB
993
Farmers National Bank
Kentucky
$7K -$17.7K -162 -72%
RBC
994
Roble Belko & Company
Pennsylvania
$7K
TA
995
TCG Advisors
Texas
$7K
BRC
996
Bell Rock Capital
Delaware
$6K
BHWM
997
Bay Harbor Wealth Management
Maryland
$4K -$52.6K -481 -93%
BFC
998
Bedel Financial Consulting
Indiana
$4K
UB
999
UMB Bank
Missouri
$3.02K +$41.3K +378 +1%
DPA
1000
Delphi Private Advisors
California
$3K +$2.84K +26 New

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.