iShares Core US Aggregate Bond ETF
AGG
565 hedge funds and large institutions have $16.3B invested in iShares Core US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 269 increasing their positions, 143 reducing their positions, and 40 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 143
85% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 40
12% more funds holding in top 10
Funds holding in top 10: 102 → 114 (+12)
5% more funds holding
Funds holding: 536 → 565 (+29)
4% more capital invested
Capital invested by funds: $15.7B → $16.3B (+$631M)
0.75% more ownership
Funds ownership: 66.99% → 67.74% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$284M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$148M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$129M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$106M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$820M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$311M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$274M |
| 4 |
QI
QS Investors
New York
|
-$53.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$46.5M |
AGG Hedge Fund Activity: Q1 2015 in Review
565 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2015, worth a combined $16.3B — up 4% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new AGG positions and 40 closed out — a net gain of 34 holders — while 269 added to existing stakes and 143 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $284M. The largest seller was BlackRock Institutional Trust, cutting an estimated $820M.
- 565 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2015, up from 536 in Q4 2014.
- Funds reported $16.3B of iShares Core US Aggregate Bond ETF stock for Q1 2015, up 4% quarter-over-quarter.
- 74 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2015 and 40 closed out, a net change of +34 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2015 was 1832 Asset Management, an estimated $284M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2015 was BlackRock Institutional Trust, an estimated $820M sold.
Based on aggregated 13F filings for Q1 2015.