iShares Core US Aggregate Bond ETF
AGG
576 hedge funds and large institutions have $18B invested in iShares Core US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 253 increasing their positions, 187 reducing their positions, and 41 closing their positions.
192% more call options, than puts
Call options by funds: $2.05M | Put options by funds: $701K
35% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 187
34% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 41
9% more capital invested
Capital invested by funds: $16.5B → $18B (+$1.49B)
2% more funds holding
Funds holding: 565 → 576 (+11)
1.51% more ownership
Funds ownership: 66.24% → 67.75% (+1.5%)
1% less funds holding in top 10
Funds holding in top 10: 120 → 119 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$403M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$325M |
| 3 |
QI
QS Investors
New York
|
+$304M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$187M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$365M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$59.8M |
| 3 |
JP Morgan Chase
New York
|
-$53.6M |
| 4 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$43.2M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$37.2M |
AGG Hedge Fund Activity: Q3 2015 in Review
576 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2015, worth a combined $18B — up 9% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AGG positions and 41 closed out — a net gain of 14 holders — while 253 added to existing stakes and 187 trimmed.
The largest buyer was Bank of America, adding an estimated $403M. The largest seller was BlackRock, cutting an estimated $365M.
- 576 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2015, up from 565 in Q2 2015.
- Funds reported $18B of iShares Core US Aggregate Bond ETF stock for Q3 2015, up 9% quarter-over-quarter.
- 55 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2015 and 41 closed out, a net change of +14 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2015 was Bank of America, an estimated $403M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2015 was BlackRock, an estimated $365M sold.
Based on aggregated 13F filings for Q3 2015.