We are live on ! Find out more
AGG icon

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
PA
176
Parallel Advisors
California
$18.4M +$14.4M +131,750 +394%
WIP
177
Wellesley Investment Partners
Massachusetts
$18.3M +$663K +6,068 +4%
WWM
178
Western Wealth Management
Colorado
$18.2M +$15.8M +144,645 +644%
SIM
179
SSI Investment Management
California
$18.2M +$2.22M +20,329 +14%
GWM
180
Geneos Wealth Management
Colorado
$18.1M +$8.03M +73,397 +82%
B
181
Bailard
California
$18.1M -$31.9M -291,374 -64%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$18.1M +$656K +6,001 +4%
Fisher Asset Management
183
Fisher Asset Management
Washington
$18M +$2.69M +24,565 +18%
ANB
184
Amarillo National Bank
Texas
$17.9M -$198K -1,811 -1%
PFS
185
Prospera Financial Services
Texas
$17.9M +$17.6M +161,050 New
CFGS
186
Concourse Financial Group Securities
Alabama
$17.8M -$302K -2,758 -2%
NC
187
NewSquare Capital
Pennsylvania
$17.8M -$292K -2,670 -2%
SF
188
Synovus Financial
Georgia
$17.3M -$918K -8,393 -5%
TCPWM
189
Traverso Chambers Private Wealth Management
California
$17.3M +$2.2M +20,149 +15%
NA
190
NewEdge Advisors
Louisiana
$16.7M -$877K -8,019 -5%
IDA
191
Intelligence Driven Advisers
California
$16.5M +$15M +137,053 +1,193%
FA
192
FC Advisory
Pennsylvania
$16.5M -$94.7K -866 -0.6%
LF
193
Lee Financial
Texas
$16.5M -$273K -2,493 -2%
EIA
194
Edgemoor Investment Advisors
Maryland
$16.3M +$968K +8,855 +6%
Natixis Advisors
195
Natixis Advisors
Massachusetts
$16.3M +$1.2M +10,930 +8%
RT
196
Rockland Trust
Massachusetts
$16.2M -$1.99M -18,209 -11%
VIM
197
VCU Investment Management
Virginia
$16.1M
FTIOP
198
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.9M +$15.6M +142,494 New
HCM
199
Howard Capital Management
Georgia
$15.6M +$1.95M +17,808 +15%
ECG
200
Edge Capital Group
Georgia
$15.6M +$2.65M +24,257 +21%

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.