iShares Core US Aggregate Bond ETF
AGG
1,042 hedge funds and large institutions have $51.8B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.
83% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 52
50% more repeat investments, than reductions
Existing positions increased: 502 | Existing positions reduced: 335
7% more funds holding in top 10
Funds holding in top 10: 190 → 204 (+14)
4% more funds holding
Funds holding: 1,006 → 1,042 (+36)
0% more capital invested
Capital invested by funds: $51.5B → $51.8B (+$241M)
2.16% less ownership
Funds ownership: 81.46% → 79.3% (-2.2%)
31% less call options, than puts
Call options by funds: $5.27M | Put options by funds: $7.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$768M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$284M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$219M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$158M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.47B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$525M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$405M |
| 4 |
Jane Street
New York
|
-$305M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$237M |
AGG Hedge Fund Activity: Q3 2019 in Review
1,042 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2019, worth a combined $51.8B — up 0.47% from $51.5B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new AGG positions and 52 closed out — a net gain of 43 holders — while 502 added to existing stakes and 335 trimmed.
The largest buyer was Wells Fargo, adding an estimated $768M. The largest seller was JP Morgan Chase, cutting an estimated $1.47B.
- 1,042 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2019, up from 1,006 in Q2 2019.
- Funds reported $51.8B of iShares Core US Aggregate Bond ETF stock for Q3 2019, up 0.47% quarter-over-quarter.
- 95 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2019 and 52 closed out, a net change of +43 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2019 was Wells Fargo, an estimated $768M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.47B sold.
Based on aggregated 13F filings for Q3 2019.