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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
GLA
201
Good Life Advisors
Pennsylvania
$10.8M +$147K +1,389 +1%
AP
202
Appleton Partners
Massachusetts
$10.6M -$210K -1,980 -2%
HNB
203
Huntington National Bank
Ohio
$10.6M
WFWM
204
Wechter Feldman Wealth Management
New Jersey
$10.6M -$218K -2,054 -2%
PAG
205
Pinnacle Advisory Group
Maryland
$10.5M +$10.1M +94,752 +2,004%
PA
206
Parkside Advisors
California
$10.5M -$38.9K -367 -0.4%
WA
207
Wilshire Advisors
California
$10.4M -$1.98M -18,686 -16%
TCM
208
Twin Capital Management
Pennsylvania
$10.4M -$1.98M -18,670 -16%
VFA
209
Voya Financial Advisors
Connecticut
$10.2M +$747K +7,041 +8%
GWM
210
Geneos Wealth Management
Colorado
$10.2M -$8.08M -76,148 -43%
PFM
211
Peak Financial Management
Massachusetts
$10.1M -$231K -2,181 -2%
CJA
212
C-J Advisory
California
$10.1M +$98.5K +929 +1%
AIM
213
Acropolis Investment Management
Missouri
$10M -$287K -2,703 -3%
OCM
214
One Capital Management
California
$9.74M -$131K -1,235 -1%
SIM
215
SSI Investment Management
California
$9.71M -$3.18K -30 -0%
AMG
216
Asset Management Group
Connecticut
$9.61M -$486K -4,580 -5%
PFS
217
Prospera Financial Services
Texas
$9.61M -$5.6M -52,795 -37%
BIAS
218
Beacon Investment Advisory Services
New Jersey
$9.56M -$9.27M -87,395 -49%
Fisher Asset Management
219
Fisher Asset Management
Washington
$9.52M +$1.52M +14,348 +19%
DCM
220
DeGreen Capital Management
Arizona
$9.51M -$258K -2,432 -3%
SFPM
221
Sensible Financial Planning & Management
Massachusetts
$9.39M -$4.25M -40,104 -31%
SFA
222
Stewardship Financial Advisors
Georgia
$9.38M +$348K +3,285 +4%
HW
223
Hancock Whitney
Mississippi
$9.07M +$308K +2,899 +3%
WC
224
Whitney & Co
New York
$9.06M +$3.26M +30,736 +55%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$9.01M +$701K +6,609 +8%

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.