iShares Core US Aggregate Bond ETF
AGG
421 hedge funds and large institutions have $9.52B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 149 increasing their positions, 152 reducing their positions, and 19 closing their positions.
295% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 19
21% more funds holding in top 10
Funds holding in top 10: 52 → 63 (+11)
14% more funds holding
Funds holding: 370 → 421 (+51)
10% more capital invested
Capital invested by funds: $8.64B → $9.52B (+$878M)
2.92% more ownership
Funds ownership: 60.04% → 62.96% (+2.9%)
2% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 152
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $575K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$337M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$168M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
+$98.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$88.1M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$60.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$101M |
| 2 |
N
Natixis
Paris,
France
|
-$80.4M |
| 3 |
State Street
Boston,
Massachusetts
|
-$71.8M |
| 4 |
Barclays
London,
United Kingdom
|
-$29.1M |
| 5 |
FBFS
First Business Financial Services
Madison,
Wisconsin
|
-$20.1M |
AGG Hedge Fund Activity: Q4 2013 in Review
421 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2013, worth a combined $9.52B — up 10% from $8.64B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new AGG positions and 19 closed out — a net gain of 56 holders — while 149 added to existing stakes and 152 trimmed.
The largest buyer was BlackRock, adding an estimated $337M. The largest seller was Nomura Holdings, exiting entirely with an estimated $101M sold.
- 421 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2013, up from 370 in Q3 2013.
- Funds reported $9.52B of iShares Core US Aggregate Bond ETF stock for Q4 2013, up 10% quarter-over-quarter.
- 75 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2013 and 19 closed out, a net change of +56 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2013 was BlackRock, an estimated $337M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2013 was Nomura Holdings, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2013.