iShares Core US Aggregate Bond ETF
AGG
864 hedge funds and large institutions have $42.6B invested in iShares Core US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 343 increasing their positions, 369 reducing their positions, and 52 closing their positions.
8% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 52
0% more capital invested
Capital invested by funds: $42.5B → $42.6B (+$95.4M)
0.63% less ownership
Funds ownership: 78.34% → 77.71% (-0.63%)
1% less funds holding
Funds holding: 872 → 864 (-8)
7% less repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 369
9% less funds holding in top 10
Funds holding in top 10: 182 → 166 (-16)
45% less call options, than puts
Call options by funds: $680K | Put options by funds: $1.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$516M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$442M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$328M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$201M |
| 5 |
JP Morgan Chase
New York
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$313M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$200M |
| 3 |
Jane Street
New York
|
-$133M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$113M |
| 5 |
SG Americas Securities
New York
|
-$94.7M |
AGG Hedge Fund Activity: Q2 2018 in Review
864 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2018, worth a combined $42.6B — up 0.22% from $42.5B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new AGG positions and 52 closed out — a net gain of 4 holders — while 343 added to existing stakes and 369 trimmed.
The largest buyer was Wells Fargo, adding an estimated $516M. The largest seller was Allworth Financial, cutting an estimated $313M.
- 864 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2018, down from 872 in Q1 2018.
- Funds reported $42.6B of iShares Core US Aggregate Bond ETF stock for Q2 2018, up 0.22% quarter-over-quarter.
- 56 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2018 and 52 closed out, a net change of +4 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2018 was Wells Fargo, an estimated $516M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2018 was Allworth Financial, an estimated $313M sold.
Based on aggregated 13F filings for Q2 2018.