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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
Lazard Asset Management
101
Lazard Asset Management
New York
$43.1M
FBFS
102
First Business Financial Services
Wisconsin
$41.7M +$977K +8,939 +2%
SL
103
Summitry LLC
California
$41.3M +$24.2K +221 +0.1%
MSA
104
Mason Street Advisors
Wisconsin
$39.6M -$6.03M -55,170 -13%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$39.5M +$10.5M +95,763 +37%
PFM
106
Phillips Financial Management
Indiana
$39.3M +$1.39M +12,726 +4%
F
107
F3Logic
Minnesota
$38.8M +$9.68M +88,570 +34%
MML Investors Services
108
MML Investors Services
Massachusetts
$38.4M +$557K +5,098 +2%
FHB
109
First Hawaiian Bank
Hawaii
$37.9M +$2.37M +21,720 +7%
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$36.9M +$8.98M +82,103 +33%
RFC
111
Regions Financial Corp
Alabama
$36.7M +$919K +8,403 +3%
WANY
112
Wealthspire Advisors (New York)
New York
$35.9M -$1.79M -16,348 -5%
PPA
113
Parametric Portfolio Associates
Washington
$35.7M -$47.6M -435,094 -58%
QFA
114
Quattro Financial Advisors
Texas
$34M +$13M +119,058 +64%
AWM
115
Altavista Wealth Management
North Carolina
$33.5M +$26.3M +240,616 +399%
FAAS
116
First Allied Advisory Services
California
$33.3M +$251K +2,293 +0.8%
SPC
117
Sigma Planning Corp
Michigan
$33M +$4.91M +44,921 +18%
BHWM
118
Bar Harbor Wealth Management
New Hampshire
$32.9M +$729K +6,663 +2%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$32.7M +$1.35M +12,308 +4%
AWM
120
AE Wealth Management
Kansas
$32.3M +$22.6M +206,990 +249%
ZB
121
Zions Bancorporation
Utah
$32.3M +$6.63M +60,591 +26%
FAT
122
First American Trust
California
$32.1M -$878K -8,028 -3%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$32M -$16.5M -150,645 -34%
EBT
124
Enterprise Bank & Trust
Massachusetts
$31.8M +$7.35M +67,260 +31%
CG
125
Colony Group
Massachusetts
$31.5M +$521K +4,762 +2%

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.