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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
Natixis Advisors
176
Natixis Advisors
Massachusetts
$12.9M +$85.4K +805 +0.7%
AWM
177
AE Wealth Management
Kansas
$12.9M +$1.54M +14,523 +13%
WT
178
Washington Trust
Rhode Island
$12.9M -$2.59M -24,375 -17%
SCP
179
Silverleafe Capital Partners
Tennessee
$12.7M +$531K +5,005 +4%
HI
180
Horizon Investments
North Carolina
$12.6M +$467K +4,399 +4%
HCA
181
Heck Capital Advisors
Wisconsin
$12.6M +$33.2K +313 +0.3%
CWM
182
Chesapeake Wealth Management
Virginia
$12.5M +$956K +9,017 +8%
EWA
183
EP Wealth Advisors
California
$12.3M +$9.55M +90,032 +333%
SA
184
Sunesis Advisors
Kansas
$12.2M +$2.28M +21,451 +23%
EIA
185
Edgemoor Investment Advisors
Maryland
$12.2M +$1.59M +15,002 +15%
BWA
186
BlueSky Wealth Advisors
North Carolina
$12M +$371K +3,500 +3%
KP
187
Keel Point
Alabama
$11.9M -$4.97M -46,825 -29%
FFS
188
Founders Financial Securities
Maryland
$11.8M +$447K +4,214 +4%
CB
189
Commerce Bank
Missouri
$11.4M +$1.44M +13,567 +14%
GFPC
190
Global Financial Private Capital
Florida
$11.3M -$12.1M -113,632 -51%
AWA
191
ARS Wealth Advisors
Florida
$11.2M -$6.05M -57,040 -35%
PCIA
192
Prime Capital Investment Advisors
Kansas
$11.2M +$4.66M +43,959 +71%
WB
193
WesBanco Bank
West Virginia
$11.1M +$3.5M +33,010 +46%
M&T Bank
194
M&T Bank
New York
$11.1M -$145K -1,365 -1%
ANB
195
Amarillo National Bank
Texas
$11M +$90K +848 +0.8%
Impax Asset Management Group
196
Impax Asset Management Group
United Kingdom
$11M +$11M +104,150 New
TAT
197
TD Ameritrade Trust
Colorado
$11M -$72K -679 -0.6%
FNBT
198
FineMark National Bank & Trust
Florida
$11M -$4.11M -38,722 -27%
CCT
199
Capital City Trust
Florida
$10.9M -$2.59M -24,447 -19%
CBT
200
Central Bank & Trust
Kentucky
$10.8M +$987K +9,301 +10%

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.