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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$878M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$326M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$303M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$220M |
| 5 |
QI
QS Investors
New York
|
+$174M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$110M |
| 2 |
MCM
Makena Capital Management
Menlo Park,
California
|
-$60.6M |
| 3 |
Citigroup
New York
|
-$58.6M |
| 4 |
CC
Curian Capital
Denver,
Colorado
|
-$45.2M |
| 5 |
Jane Street
New York
|
-$34.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCM
551
Glaxis Capital Management
Sarasota,
Florida
| – | -$393K | -3,600 | Closed |
|
|
FC
552
FIC Capital
New York
| – | -$262K | -2,400 | Closed |
|
|
W
553
Wealthfront
Palo Alto,
California
| – | -$51K | -466 | Closed |
|
|
BRWM
554
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$43K | -396 | Closed |
|
|
EWM
555
Elite Wealth Management
Kirkland,
Washington
| – | -$4K | -33 | Closed |
|
|
IF
556
Ironwood Financial
Tucson,
Arizona
| – | +$110 | +1 | New |
|
557
Parallax Volatility Advisers
San Francisco,
California
| – | +$110 | +1 | New |
|
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.