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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
MWM
1001
Meridian Wealth Management
Kentucky
$2.22K +$218K +1,992 New
NR
1002
Newfound Research
Massachusetts
$2K
PCP
1003
Proficio Capital Partners
Massachusetts
$2K
TFS
1004
TrustCore Financial Services
Tennessee
$2K
IF
1005
Ironwood Financial
Arizona
$2K +$1.09K +10 +100%
BRWM
1006
B. Riley Wealth Management
Tennessee
$1.11K +$96.5K +883 +10%
DRS
1007
Deane Retirement Strategies
Louisiana
$1K
AIA
1008
Armor Investment Advisors
North Carolina
$1K +$219 +2 +50%
LHC
1009
Little House Capital
Massachusetts
$450 +$32.7K +299 +8%
NDSI
1010
Newman Dignan & Sheerar Inc
Rhode Island
$415 +$155K +1,418 +61%
SLF
1011
Sun Life Financial
Ontario, Canada
-$13.2M -121,472 Closed
SWM
1012
Shakespeare Wealth Management
Wisconsin
-$12.3M -113,124 Closed
PFA
1013
Pinnacle Family Advisors
Missouri
-$7.76M -71,189 Closed
RIM
1014
Redwood Investment Management
Arizona
-$6.11M -55,971 Closed
BSAM
1015
Blue Sky Asset Management
Colorado
-$4.92M -45,065 Closed
OWD
1016
Osborn Williams & Donohoe
Ohio
-$3.2M -29,462 Closed
EWA
1017
EP Wealth Advisors
California
-$3.18M -29,169 Closed
PCM
1018
Penserra Capital Management
California
-$2.94M -27,008 Closed
PAS
1019
Park Avenue Securities
New York
-$2.3M -21,221 Closed
TCM
1020
Tuttle Capital Management
Connecticut
-$1.96M -18,009 Closed
Nomura Holdings
1021
Nomura Holdings
Japan
-$1.82M -16,809 Closed
CLOS
1022
Compagnie Lombard Odier SCmA
Switzerland
-$1.73M -15,900 Closed
RWML
1023
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$1.43M -13,101 Closed
SBLIC
1024
Security Benefit Life Insurance Company
Kansas
-$1.09M -10,000 Closed
JA
1025
JOYN Advisors
Georgia
-$854K -7,826 Closed

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.