iShares Core US Aggregate Bond ETF
AGG
428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.
21% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 42
17% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 145
5% more capital invested
Capital invested by funds: $9.65B → $10.1B (+$483M)
2% more funds holding
Funds holding: 420 → 428 (+8)
2% more funds holding in top 10
Funds holding in top 10: 62 → 63 (+1)
2.07% less ownership
Funds ownership: 62.92% → 60.86% (-2.1%)
58% less call options, than puts
Call options by funds: $356K | Put options by funds: $842K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$179M |
| 2 |
LPL Financial
San Diego,
California
|
+$47.2M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$44.6M |
| 4 |
Jane Street
New York
|
+$42.7M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$87.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$83.7M |
| 3 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
-$80M |
| 4 |
State Street
Boston,
Massachusetts
|
-$74.9M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$61.7M |
AGG Hedge Fund Activity: Q1 2014 in Review
428 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2014, worth a combined $10.1B — up 5% from $9.65B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new AGG positions and 42 closed out — a net gain of 9 holders — while 170 added to existing stakes and 145 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $179M. The largest seller was Wellington Management Group, exiting entirely with an estimated $87.5M sold.
- 428 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2014, up from 420 in Q4 2013.
- Funds reported $10.1B of iShares Core US Aggregate Bond ETF stock for Q1 2014, up 5% quarter-over-quarter.
- 51 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2014 and 42 closed out, a net change of +9 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2014 was Jones Financial Companies, an estimated $179M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2014 was Wellington Management Group, an estimated $87.5M sold.
Based on aggregated 13F filings for Q1 2014.