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iShares Core US Aggregate Bond ETF
AGG

537 hedge funds and large institutions have $15.7B invested in iShares Core US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 215 increasing their positions, 142 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 17

51% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 142

29% more capital invested

Capital invested by funds: $12.2B → $15.7B (+$3.56B)

27% more funds holding in top 10

Funds holding in top 10: 81 → 103 (+22)

21% more funds holding

Funds holding: 443 → 537 (+94)

1.8% more ownership

Funds ownership: 65.22% → 67.02% (+1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $22K

Holders
537
Holders Change
+94
Holders Change %
+21.22%
% of All Funds
14.32%
Holding in Top 10
103
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.16%
% of All Funds
2.75%
New
120
Increased
215
Reduced
142
Closed
17
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$578K

Top Buyers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
+$878M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$326M
3
Bank of America
Bank of America
North Carolina
+$303M
4
SCM
SCS Capital Management
Massachusetts
+$220M
5
QI
QS Investors
New York
+$174M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$110M
2
MCM
Makena Capital Management
California
-$60.6M
3
Citigroup
Citigroup
New York
-$58.6M
4
CC
Curian Capital
Colorado
-$45.2M
5
Jane Street
Jane Street
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$101M +$87.4M +794,146 +666%
Barclays
27
Barclays
United Kingdom
$99.5M +$9.43M +85,671 +10%
SB
28
Suntrust Banks
Georgia
$97.8M +$17.1M +155,801 +21%
CFG
29
CNO Financial Group
Indiana
$90.7M +$90.6M +823,500 New
MAA
30
Managed Account Advisors
New Jersey
$88.7M +$74.6M +677,828 +531%
EA
31
Efficient Advisors
Ohio
$84M -$971K -8,825 -1%
IA
32
IndexIQ Advisors
New York
$78.7M -$27.3M -248,424 -26%
ACM
33
Aviance Capital Management
Florida
$78.5M +$78.5M +713,256 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$75.5M +$12.1M +109,986 +19%
SMM
35
Stadion Money Management
Georgia
$70M +$857K +7,791 +1%
1GA
36
1st Global Advisors
Texas
$69.1M +$1.63M +14,794 +2%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$63.3M +$63.3M +575,000 New
Ameriprise
38
Ameriprise
Minnesota
$62.8M +$27.4M +249,187 +78%
AIA
39
Alerus Investment Advisors
Minnesota
$61.8M +$1.42M +12,896 +2%
BIM
40
BlackRock Investment Management
Delaware
$60.4M +$1.91M +17,321 +3%
UCFA
41
United Capital Financial Advisors
Texas
$57.2M +$13.6M +123,587 +31%
CC
42
Curian Capital
Colorado
$55.2M -$45.2M -410,566 -45%
PC
43
Peavine Capital
Nevada
$51.7M -$2.93M -26,597 -5%
CA
44
Cambridge Associates
Massachusetts
$50.9M +$11.4M +103,154 +29%
Lazard Asset Management
45
Lazard Asset Management
New York
$50.1M – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$48.4M -$10.1M -91,844 -17%
TF
47
Tompkins Financial
New York
$47.8M +$5.38M +48,938 +13%
FA
48
FDx Advisors
Illinois
$47.1M +$15.8M +143,568 +51%
Deutsche Bank
49
Deutsche Bank
Germany
$46.5M +$29.2M +265,062 +169%
HI
50
Horizon Investments
North Carolina
$46.4M +$2.14M +19,456 +5%
1
2
3 4 5

AGG Hedge Fund Activity: Q4 2014 in Review

537 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2014, worth a combined $15.7B — up 29% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AGG positions and 17 closed out — a net gain of 103 holders — while 215 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $878M. The largest seller was EP Wealth Advisors, cutting an estimated $110M.

  • 537 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2014, up from 443 in Q3 2014.
  • Funds reported $15.7B of iShares Core US Aggregate Bond ETF stock for Q4 2014, up 29% quarter-over-quarter.
  • 120 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2014 and 17 closed out, a net change of +103 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q4 2014 was BlackRock Institutional Trust, an estimated $878M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q4 2014 was EP Wealth Advisors, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2014.