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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
SMM
101
Stadion Money Management
Georgia
$35.9M -$1.18M -11,100 -3%
WAM
102
Watermark Asset Management
California
$35.5M +$698K +6,578 +2%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$35.3M -$7.24M -68,218 -17%
PFM
104
Phillips Financial Management
Indiana
$35.2M +$685K +6,458 +2%
Mariner
105
Mariner
Kansas
$34.6M -$4.48M -42,223 -11%
Franklin Resources
106
Franklin Resources
California
$34.1M +$13.2M +124,204 +62%
SHGA
107
Sand Hill Global Advisors
California
$33.8M -$287K -2,706 -0.8%
FAAS
108
First Allied Advisory Services
California
$33.2M +$5.16M +48,610 +18%
JWM
109
Janiczek Wealth Management
Colorado
$32.9M -$370K -3,492 -1%
MML Investors Services
110
MML Investors Services
Massachusetts
$32.6M -$7.85M -73,958 -19%
RPG
111
Resource Planning Group
Georgia
$30.9M +$31.2M +294,003 New
CG
112
Colony Group
Massachusetts
$29.9M -$771K -7,270 -2%
VCM
113
Verger Capital Management
North Carolina
$29M -$10.9M -102,672 -27%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$28.9M +$3.06M +28,804 +12%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$28.1M +$1.72M +16,197 +6%
Boston Partners
116
Boston Partners
Massachusetts
$28.1M +$396K +3,736 +1%
FAT
117
First American Trust
California
$28M +$3.37M +31,752 +14%
BCI
118
Brinker Capital Investments
Pennsylvania
$27.3M +$12.2M +115,240 +80%
EPP
119
ETF Portfolio Partners
Kansas
$27.2M +$367K +3,458 +1%
RhumbLine Advisers
120
RhumbLine Advisers
Massachusetts
$26M -$292K -2,757 -1%
SFA
121
Sequoia Financial Advisors
Ohio
$24.9M +$810K +7,632 +3%
BF
122
BOK Financial
Oklahoma
$24M -$920K -8,677 -4%
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
$23.3M +$23.4M +220,997 New
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$22.9M -$1.11M -10,502 -5%
CA
125
Cetera Advisors
Colorado
$22.7M -$90.1K -849 -0.4%

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.