iShares Core US Aggregate Bond ETF
AGG
890 hedge funds and large institutions have $40.5B invested in iShares Core US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 382 increasing their positions, 259 reducing their positions, and 43 closing their positions.
319% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 43
47% more repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 259
17% more funds holding
Funds holding: 762 → 890 (+128)
9% more funds holding in top 10
Funds holding in top 10: 181 → 197 (+16)
4% more capital invested
Capital invested by funds: $38.9B → $40.5B (+$1.61B)
0.52% less ownership
Funds ownership: 77.57% → 77.05% (-0.52%)
18% less call options, than puts
Call options by funds: $1.76M | Put options by funds: $2.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$511M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$293M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$246M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$241M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$207M |
| 2 |
Barclays
London,
United Kingdom
|
-$181M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$121M |
| 4 |
Jane Street
New York
|
-$116M |
| 5 |
SG Americas Securities
New York
|
-$109M |
AGG Hedge Fund Activity: Q4 2017 in Review
890 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2017, worth a combined $40.5B — up 4.1% from $38.9B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new AGG positions and 43 closed out — a net gain of 137 holders — while 382 added to existing stakes and 259 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $511M. The largest seller was JP Morgan Chase, cutting an estimated $207M.
- 890 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2017, up from 762 in Q3 2017.
- Funds reported $40.5B of iShares Core US Aggregate Bond ETF stock for Q4 2017, up 4.1% quarter-over-quarter.
- 180 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2017 and 43 closed out, a net change of +137 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2017 was Jones Financial Companies, an estimated $511M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2017 was JP Morgan Chase, an estimated $207M sold.
Based on aggregated 13F filings for Q4 2017.