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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
CL
201
CPWM LLC
Washington
$15.5M -$128K -1,171 -0.8%
UBS AM
202
UBS AM
Illinois
$15.3M -$1.82M -16,628 -11%
IFA
203
Interactive Financial Advisors
Illinois
$15.3M -$19.7K -180 -0.1%
LGWM
204
Litman Gregory Wealth Management
California
$15.2M +$591K +5,409 +4%
JCM
205
Julex Capital Management
Massachusetts
$14.7M +$14.4M +131,379 +16,002%
HCA
206
Heck Capital Advisors
Wisconsin
$14.7M +$805K +7,360 +6%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$14.7M -$5.06M -46,232 -26%
AF
208
Arrow Financial
New York
$14.5M +$357K +3,263 +3%
CWM
209
Chesapeake Wealth Management
Virginia
$14.4M -$326K -2,977 -2%
ASN
210
Advisory Services Network
Georgia
$14.3M +$949K +8,681 +7%
SWP
211
Stratos Wealth Partners
Ohio
$14.2M -$234K -2,144 -2%
BOH
212
Bank of Hawaii
Hawaii
$14.2M +$575K +5,261 +4%
EGWAG
213
Elwood & Goetz Wealth Advisory Group
Georgia
$14.2M +$1.18M +10,749 +9%
CM
214
Cornerstone Management
Georgia
$14.1M +$12.7M +116,492 +1,167%
BWA
215
BlueSky Wealth Advisors
North Carolina
$14.1M -$299K -2,732 -2%
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$13.9M +$13.7M +125,000 New
SCP
217
Silverleafe Capital Partners
Tennessee
$13.8M +$102K +933 +0.8%
SHIM
218
Stone House Investment Management
Pennsylvania
$13.7M +$4.99M +45,677 +59%
SFG
219
Summit Financial Group
West Virginia
$13.7M +$13.4M +122,996 New
WT
220
Whittier Trust
California
$13.7M -$1.35M -12,305 -9%
HW
221
Hancock Whitney
Mississippi
$13.5M +$810K +7,409 +7%
HFA
222
High Falls Advisors
New York
$13.4M +$366K +3,349 +3%
SBWM
223
Sunflower Bank Wealth Management
Arizona
$13.4M +$5.02M +45,895 +62%
VC
224
Vicus Capital
Pennsylvania
$13.4M -$221K -2,020 -2%
CBT
225
Central Bank & Trust
Kentucky
$13.3M -$931K -8,515 -7%

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.