iShares Core US Aggregate Bond ETF
AGG
442 hedge funds and large institutions have $12.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 26 closing their positions.
2,527% more call options, than puts
Call options by funds: $578K | Put options by funds: $22K
44% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 140
18% more funds holding in top 10
Funds holding in top 10: 68 → 80 (+12)
9% more capital invested
Capital invested by funds: $11.2B → $12.2B (+$994M)
3.22% more ownership
Funds ownership: 61.97% → 65.19% (+3.2%)
4% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 26
0% less funds holding
Funds holding: 444 → 442 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$363M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$183M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$119M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$79.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$73.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$52.5M |
| 3 |
SG Americas Securities
New York
|
-$37.9M |
| 4 |
Goldman Sachs
New York
|
-$19.8M |
| 5 |
SG
Swarthmore Group
Philadelphia,
Pennsylvania
|
-$18.6M |
AGG Hedge Fund Activity: Q3 2014 in Review
442 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2014, worth a combined $12.2B — up 8.9% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AGG positions and 26 closed out — a net gain of 1 holder — while 202 added to existing stakes and 140 trimmed.
The largest buyer was Creative Planning, adding an estimated $363M. The largest seller was Saba Capital Management, cutting an estimated $73.1M.
- 442 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2014, down from 444 in Q2 2014.
- Funds reported $12.2B of iShares Core US Aggregate Bond ETF stock for Q3 2014, up 8.9% quarter-over-quarter.
- 27 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2014 and 26 closed out, a net change of +1 holder.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2014 was Creative Planning, an estimated $363M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2014 was Saba Capital Management, an estimated $73.1M sold.
Based on aggregated 13F filings for Q3 2014.