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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
PWP
151
Personal Wealth Partners
Minnesota
$24M +$674K +6,162 +4%
CAN
152
Cetera Advisor Networks
California
$23.9M -$12.7M -115,772 -35%
RJT
153
Raymond James Trust
Florida
$23.9M -$71.4K -653 -0.3%
AA
154
Alesco Advisors
New York
$23.5M +$307K +2,810 +1%
EIG
155
Ellenbecker Investment Group
Wisconsin
$23.3M +$547K +5,004 +2%
PAG
156
Private Advisor Group
New Jersey
$22.7M -$11.5M -105,069 -34%
Truist Financial
157
Truist Financial
North Carolina
$22M +$118K +1,076 +0.5%
TCM
158
Towercrest Capital Management
Pennsylvania
$21.8M -$103K -939 -0.5%
VCM
159
Verger Capital Management
North Carolina
$21.6M -$1.64M -15,020 -7%
CWG
160
Cornerstone Wealth Group
North Carolina
$21.6M -$201K -1,840 -0.9%
JWA
161
JFS Wealth Advisors
Pennsylvania
$21.5M +$1.26M +11,496 +6%
VFA
162
Voya Financial Advisors
Connecticut
$21.3M +$456K +4,173 +2%
UR
163
USCA RIA
Texas
$20.8M +$3.86M +35,265 +23%
FHA
164
First Horizon Advisors
Tennessee
$20.8M +$145K +1,322 +0.7%
William Blair & Company
165
William Blair & Company
Illinois
$20.7M -$904K -8,266 -4%
BFG
166
Bouchey Financial Group
New York
$20.2M +$19.8M +180,997 New
Mackenzie Financial
167
Mackenzie Financial
Ontario, Canada
$19.9M -$72.4M -661,789 -79%
FIG
168
FundX Investment Group
California
$19.5M +$423K +3,868 +2%
PSUF
169
People's United Financial
Connecticut
$19.4M +$17.7M +161,627 +1,314%
PL
170
Protective Life
Alabama
$19.2M
MWM
171
Mission Wealth Management
California
$19.2M +$12.5M +114,551 +197%
WC
172
Whitney & Co
New York
$19M +$674K +6,165 +4%
FEG
173
Fund Evaluation Group
Ohio
$19M -$5.31M -48,597 -22%
CGI
174
Cougar Global Investments
Ontario, Canada
$18.9M +$4.72M +43,172 +34%
NAM
175
NorthCoast Asset Management
Connecticut
$18.4M +$18.1M +165,264 New

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.