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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
AllianceBernstein
126
AllianceBernstein
Tennessee
$31.2M -$24.1M -220,042 -44%
RPG
127
Resource Planning Group
Georgia
$31.2M +$835K +7,636 +3%
FI
128
FormulaFolio Investments
Michigan
$30.8M +$631K +5,771 +2%
SCP
129
Stamos Capital Partners
California
$30.4M +$29.9M +273,039 New
CA
130
Cambridge Associates
Massachusetts
$30.2M -$1.46M -13,385 -5%
SPIA
131
Steward Partners Investment Advisory
New York
$30.2M +$2.24M +20,506 +8%
SMFG
132
Sumitomo Mitsui Financial Group
Japan
$30.1M -$1.43M -13,037 -5%
PCIA
133
Prime Capital Investment Advisors
Kansas
$30.1M +$3.76M +34,377 +15%
Citadel Advisors
134
Citadel Advisors
Florida
$30M +$22.4M +204,585 +317%
JWM
135
Janiczek Wealth Management
Colorado
$29.9M -$1.29M -11,793 -4%
GSWM
136
Golden State Wealth Management
California
$29.1M +$695K +6,359 +2%
LPT
137
Legacy Private Trust
Wisconsin
$28.8M +$9.58M +87,632 +51%
SS
138
Simplicity Solutions
Minnesota
$28.2M +$15M +137,150 +118%
EPP
139
ETF Portfolio Partners
Kansas
$28.2M +$972K +8,885 +4%
BF
140
BOK Financial
Oklahoma
$27.5M +$3.17M +28,974 +13%
Boston Partners
141
Boston Partners
Massachusetts
$27.2M -$495K -4,526 -2%
RhumbLine Advisers
142
RhumbLine Advisers
Massachusetts
$26.8M +$3.25M +29,713 +14%
SMM
143
Stadion Money Management
Georgia
$25.8M -$1.62M -14,800 -6%
SCM
144
SCS Capital Management
Massachusetts
$25.6M -$96.2M -879,688 -79%
MTC
145
Matrix Trust Company
Colorado
$25.6M +$25.2M +230,131 New
MA
146
MUFG Americas
New York
$25M +$154K +1,405 +0.6%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$24.9M +$1.7M +15,532 +7%
MAM
148
Meeder Asset Management
Ohio
$24.8M +$13.3M +121,986 +121%
CA
149
Cetera Advisors
Colorado
$24.2M +$1.1M +10,100 +5%
Man Group
150
Man Group
United Kingdom
$24.2M -$3.45M -31,596 -13%

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.