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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
WT
126
Whittier Trust
California
$22.1M -$3.63M -34,240 -14%
RJT
127
Raymond James Trust
Florida
$21.7M -$106 -1 -0%
EIG
128
Ellenbecker Investment Group
Wisconsin
$21.5M +$375K +3,537 +2%
HFS
129
HL Financial Services
Kentucky
$21.5M +$2.42M +22,799 +13%
MAM
130
Meeder Asset Management
Ohio
$20.9M -$17.3M -162,802 -45%
UR
131
USCA RIA
Texas
$20.6M -$3.09M -29,126 -13%
UBS AM
132
UBS AM
Illinois
$20.5M +$20.6M +194,487 New
AA
133
Alesco Advisors
New York
$20.5M +$1.18M +11,136 +6%
BFA
134
Beaumont Financial Advisors
Massachusetts
$20.4M -$416K -3,919 -2%
IA
135
IFP Advisors
Florida
$20.3M +$567K +5,341 +3%
PAG
136
Private Advisor Group
New Jersey
$20.3M +$10M +94,528 +96%
LA
137
Leonetti & Associates
Illinois
$20.3M -$6.02M -56,755 -23%
NA
138
NewEdge Advisors
Louisiana
$20M +$3.07M +28,916 +18%
TCM
139
Towercrest Capital Management
Pennsylvania
$19.8M +$1.84M +17,377 +10%
JWA
140
JFS Wealth Advisors
Pennsylvania
$19.4M +$1.94M +18,264 +11%
MA
141
MUFG Americas
New York
$19.3M -$209K -1,967 -1%
LF
142
Lee Financial
Texas
$19.3M -$999K -9,421 -5%
FI
143
FormulaFolio Investments
Michigan
$18.9M +$1.21M +11,404 +7%
Truist Financial
144
Truist Financial
North Carolina
$18.8M -$2.91M -27,395 -13%
SWP
145
Stratos Wealth Partners
Ohio
$18.3M +$53.8K +507 +0.3%
FHA
146
First Horizon Advisors
Tennessee
$18.3M +$20.8K +196 +0.1%
PL
147
Protective Life
Alabama
$18.2M +$18.3M +172,790 New
NC
148
NewSquare Capital
Pennsylvania
$17.7M +$1.31M +12,312 +8%
SPC
149
Sigma Planning Corp
Michigan
$17.6M +$4.18M +39,403 +31%
FA
150
FC Advisory
Pennsylvania
$17.3M -$31.5K -297 -0.2%

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.