iShares Core US Aggregate Bond ETF
AGG
564 hedge funds and large institutions have $16.4B invested in iShares Core US Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 242 increasing their positions, 204 reducing their positions, and 38 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 204
18% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 38
4% more funds holding in top 10
Funds holding in top 10: 114 → 119 (+5)
0% more capital invested
Capital invested by funds: $16.3B → $16.4B (+$60.5M)
0% less funds holding
Funds holding: 565 → 564 (-1)
1.52% less ownership
Funds ownership: 67.74% → 66.22% (-1.5%)
69% less call options, than puts
Call options by funds: $979K | Put options by funds: $3.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$181M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$143M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$118M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$110M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$280M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$181M |
| 3 |
Morgan Stanley
New York
|
-$108M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$87.4M |
| 5 |
Jane Street
New York
|
-$81.8M |
AGG Hedge Fund Activity: Q2 2015 in Review
564 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2015, worth a combined $16.4B — up 0.37% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AGG positions and 38 closed out — a net gain of 7 holders — while 242 added to existing stakes and 204 trimmed.
The largest buyer was Ameriprise, adding an estimated $181M. The largest seller was 1832 Asset Management, cutting an estimated $280M.
- 564 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2015, down from 565 in Q1 2015.
- Funds reported $16.4B of iShares Core US Aggregate Bond ETF stock for Q2 2015, up 0.37% quarter-over-quarter.
- 45 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2015 and 38 closed out, a net change of +7 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2015 was Ameriprise, an estimated $181M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2015 was 1832 Asset Management, an estimated $280M sold.
Based on aggregated 13F filings for Q2 2015.