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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
PGWM
1051
Parisi Gray Wealth Management
New Jersey
-$127K -1,164 Closed
FNC
1052
First National Corp
Massachusetts
-$113K -1,038 Closed
OWA
1053
One Wealth Advisors
California
-$113K -1,035 Closed
CIM
1054
Contravisory Investment Management
Massachusetts
-$63K -581 Closed
WCM
1055
WealthBridge Capital Management
Ohio
-$62K -568 Closed
APC
1056
Aspire Private Capital
North Carolina
-$54K -493 Closed
WA
1057
WP Advisors
California
-$513 -470 Closed
GCA
1058
Genesee Capital Advisors
New York
-$27K -252 Closed
NWA
1059
New World Advisors
Massachusetts
-$22K -206 Closed
LWS
1060
Lucia Wealth Services
California
-$21K -195 Closed
OFW
1061
Omnia Family Wealth
Florida
-$18K -162 Closed
CIM
1062
Cambria Investment Management
California
-$16K -108 Closed
DWA
1063
Dougherty Wealth Advisers
Minnesota
-$11K -100 Closed
PFBT
1064
Parkside Financial Bank & Trust
Missouri
-$9K -82 Closed
RFM
1065
Royal Fund Management
Florida
-$8K -78 Closed
PC
1066
Permanens Capital
New York
-$5K -50 Closed
EWM
1067
Elmwood Wealth Management
California
-$2K -21 Closed
RCM
1068
Requisite Capital Management
Texas
-$2K -17 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.