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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
HCM
151
Howard Capital Management
Georgia
$16.3M +$1.44M +13,570 +10%
Barclays
152
Barclays
United Kingdom
$16.2M +$1.98M +18,664 +14%
CAN
153
Cetera Advisor Networks
California
$16.2M +$2.74M +25,845 +20%
PI
154
PFS Investments
Georgia
$15.9M +$2.4M +22,661 +18%
SS
155
Simplicity Solutions
Minnesota
$15.8M +$3.54M +33,414 +29%
SF
156
Synovus Financial
Georgia
$15.4M +$1.18M +11,146 +8%
LA
157
LVW Advisors
New York
$15.1M -$30.9K -291 -0.2%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$15M -$39.2M -369,751 -72%
AI
159
Atria Investments
North Carolina
$15M +$3.05M +28,753 +25%
CM
160
Columbus Macro
Pennsylvania
$14.8M +$3.17M +29,867 +27%
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M +$3.01M +28,409 +26%
IFA
162
Interactive Financial Advisors
Illinois
$14.5M +$54.1K +510 +0.4%
William Blair & Company
163
William Blair & Company
Illinois
$14.3M +$4.77M +44,973 +50%
WIP
164
Wellesley Investment Partners
Massachusetts
$14M +$688K +6,490 +5%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$14M +$780K +7,350 +6%
RCAG
166
Rehmann Capital Advisory Group
Michigan
$14M +$701K +6,608 +5%
CL
167
CPWM LLC
Washington
$13.9M -$877K -8,269 -6%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$13.7M -$1.64M -15,455 -11%
WAAG
169
Wealth Alliance Advisory Group
Kansas
$13.4M +$538K +5,074 +4%
BOH
170
Bank of Hawaii
Hawaii
$13.3M
FCIM
171
Fairview Capital Investment Management
California
$13.3M +$2.09M +19,687 +19%
VIM
172
VCU Investment Management
Virginia
$13.3M
NAM
173
North American Management
Massachusetts
$13M -$816K -7,693 -6%
HFA
174
High Falls Advisors
New York
$12.9M +$9.2M +86,727 +241%
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$12.9M +$3.07M +28,900 +31%

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.