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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.02B -$175M -1,597,366 -3%
Wells Fargo
2
Wells Fargo
California
$5.36B +$1.07B +9,821,638 +26%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.04B +$1.5B +13,731,291 +101%
BlackRock
4
BlackRock
New York
$2.94B +$751M +6,863,846 +35%
RJA
5
Raymond James & Associates
Florida
$2.72B +$54.4M +497,468 +2%
Bank of America
6
Bank of America
North Carolina
$2.57B +$85.2M +778,853 +3%
Creative Planning
7
Creative Planning
Kansas
$2.45B +$297M +2,711,984 +14%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$2.11B +$40M +365,377 +2%
MFRM
9
Milliman Financial Risk Management
Illinois
$1.67B -$10M -91,515 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.19B +$102M +929,721 +10%
Ameriprise
11
Ameriprise
Minnesota
$1.09B -$137M -1,256,762 -11%
Allianz Asset Management
12
Allianz Asset Management
Germany
$1.05B +$8.79M +80,370 +0.9%
LPL Financial
13
LPL Financial
California
$765M +$35.1M +321,453 +5%
US Bancorp
14
US Bancorp
Minnesota
$663M +$70.4M +643,460 +12%
Morgan Stanley
15
Morgan Stanley
New York
$621M +$79.3M +725,663 +15%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$602M +$60.1M +549,271 +11%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$579M -$46.7M -427,401 -8%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$503M -$28.5M -260,598 -5%
QI
19
QS Investors
New York
$494M -$34.8M -318,073 -7%
CSIA
20
Charles Schwab Investment Advisory
California
$482M -$204M -1,866,436 -30%
UBS Group
21
UBS Group
Switzerland
$477M +$10.2M +93,351 +2%
TF
22
TIAA FSB
Florida
$393M +$263M +2,403,502 +213%
Betterment LLC
23
Betterment LLC
New York
$348M +$36.4M +333,268 +12%
Goldman Sachs
24
Goldman Sachs
New York
$344M -$33.3M -304,795 -9%
Franklin Resources
25
Franklin Resources
California
$307M +$12.4M +113,629 +4%

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.