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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
GIP
1026
Greatmark Investment Partners
Georgia
-$655K -6,005 Closed
SSG
1027
Summit Securities Group
New York
-$545K -5,000 Closed
KIA
1028
KCM Investment Advisors
California
-$543K -4,975 Closed
SEI Investments
1029
SEI Investments
Pennsylvania
-$541K -4,964 Closed
FWM
1030
Frontier Wealth Management
Missouri
-$473K -4,340 Closed
MHS
1031
M Holdings Securities
Oregon
-$392K -3,590 Closed
SWM
1032
Sequoia Wealth Management
Illinois
-$388K -3,571 Closed
Invesco
1033
Invesco
Georgia
-$349K -3,201 Closed
SAM
1034
Shamrock Asset Management
Texas
-$302K -2,767 Closed
TI
1035
Truepoint Inc
Ohio
-$293K -2,684 Closed
WGCA
1036
Wolf Group Capital Advisors
Virginia
-$285K -2,616 Closed
CCM
1037
Coe Capital Management
Illinois
-$279K -2,555 Closed
DLHL
1038
Donald L. Hagan LLC
Florida
-$271K -2,483 Closed
SGCA
1039
Steel Grove Capital Advisors
Tennessee
-$247K -2,262 Closed
MAS
1040
Managed Account Services
Florida
-$239K -2,211 Closed
FMTC
1041
Farmers & Merchants Trust Company
California
-$234K -2,149 Closed
AFM
1042
Andesa Financial Management
Pennsylvania
-$234K -2,132 Closed
B
1043
Bridgeworth
Alabama
-$226K -2,073 Closed
Wolverine Trading
1044
Wolverine Trading
Illinois
-$226K -2,070 Closed
NB
1045
NBT Bank
New York
-$213K -1,955 Closed
PAG
1046
Private Advisory Group
Washington
-$208K -1,950 Closed
HPC
1047
Hobart Private Capital
North Carolina
-$211K -1,938 Closed
IWP
1048
Icon Wealth Partners
Texas
-$167K -1,535 Closed
SWM
1049
SeaCrest Wealth Management
New York
-$134K -1,226 Closed
LFA
1050
Legacy Financial Advisors
Kentucky
-$133K -1,220 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.