iShares Core US Aggregate Bond ETF
AGG
445 hedge funds and large institutions have $10.9B invested in iShares Core US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 199 increasing their positions, 142 reducing their positions, and 25 closing their positions.
72% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 25
40% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 142
10% more capital invested
Capital invested by funds: $9.94B → $10.9B (+$1B)
8% more funds holding in top 10
Funds holding in top 10: 64 → 69 (+5)
4% more funds holding
Funds holding: 429 → 445 (+16)
1.11% more ownership
Funds ownership: 60.89% → 62% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$181M |
| 2 |
SCM
Saba Capital Management
New York
|
+$68.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$62.6M |
| 4 |
MCM
Makena Capital Management
Menlo Park,
California
|
+$59.9M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$53.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
-$40M |
| 2 |
IA
IndexIQ Advisors
New York
|
-$32.8M |
| 3 |
Jane Street
New York
|
-$32.3M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$19.2M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$18.9M |
AGG Hedge Fund Activity: Q2 2014 in Review
445 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2014, worth a combined $10.9B — up 10% from $9.94B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AGG positions and 25 closed out — a net gain of 18 holders — while 199 added to existing stakes and 142 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $181M. The largest seller was EARNEST Partners, exiting entirely with an estimated $40M sold.
- 445 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2014, up from 429 in Q1 2014.
- Funds reported $10.9B of iShares Core US Aggregate Bond ETF stock for Q2 2014, up 10% quarter-over-quarter.
- 43 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2014 and 25 closed out, a net change of +18 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2014 was Jones Financial Companies, an estimated $181M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2014 was EARNEST Partners, an estimated $40M sold.
Based on aggregated 13F filings for Q2 2014.