iShares Core US Aggregate Bond ETF
AGG
761 hedge funds and large institutions have $38.9B invested in iShares Core US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 399 increasing their positions, 212 reducing their positions, and 46 closing their positions.
150% more call options, than puts
Call options by funds: $1.21M | Put options by funds: $482K
88% more repeat investments, than reductions
Existing positions increased: 399 | Existing positions reduced: 212
24% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 46
7% more capital invested
Capital invested by funds: $36.4B → $38.9B (+$2.53B)
2% more funds holding in top 10
Funds holding in top 10: 176 → 180 (+4)
1% more funds holding
Funds holding: 754 → 761 (+7)
1.24% less ownership
Funds ownership: 78.8% → 77.56% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$466M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$429M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$235M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$180M |
| 5 |
JP Morgan Chase
New York
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$185M |
| 2 |
BlackRock
New York
|
-$98.4M |
| 3 |
TC
Toews Corporation
Northfield,
New Jersey
|
-$85.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$68.2M |
| 5 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$40M |
AGG Hedge Fund Activity: Q3 2017 in Review
761 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2017, worth a combined $38.9B — up 7% from $36.4B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new AGG positions and 46 closed out — a net gain of 11 holders — while 399 added to existing stakes and 212 trimmed.
The largest buyer was Wells Fargo, adding an estimated $466M. The largest seller was UBS Group, cutting an estimated $185M.
- 761 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2017, up from 754 in Q2 2017.
- Funds reported $38.9B of iShares Core US Aggregate Bond ETF stock for Q3 2017, up 7% quarter-over-quarter.
- 57 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2017 and 46 closed out, a net change of +11 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2017 was Wells Fargo, an estimated $466M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2017 was UBS Group, an estimated $185M sold.
Based on aggregated 13F filings for Q3 2017.