iShares Core US Aggregate Bond ETF
AGG
649 hedge funds and large institutions have $25.6B invested in iShares Core US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 303 increasing their positions, 211 reducing their positions, and 51 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 211
31% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 51
15% more capital invested
Capital invested by funds: $22.2B → $25.6B (+$3.33B)
12% more funds holding in top 10
Funds holding in top 10: 136 → 152 (+16)
1% more funds holding
Funds holding: 641 → 649 (+8)
1.13% more ownership
Funds ownership: 72.8% → 73.93% (+1.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$447M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$328M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$319M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$209M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$440M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$57.9M |
| 3 |
Barclays
London,
United Kingdom
|
-$33.5M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$30.4M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$29.2M |
AGG Hedge Fund Activity: Q1 2016 in Review
649 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2016, worth a combined $25.6B — up 15% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new AGG positions and 51 closed out — a net gain of 16 holders — while 303 added to existing stakes and 211 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $447M. The largest seller was BlackRock Institutional Trust, cutting an estimated $440M.
- 649 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2016, up from 641 in Q4 2015.
- Funds reported $25.6B of iShares Core US Aggregate Bond ETF stock for Q1 2016, up 15% quarter-over-quarter.
- 67 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2016 and 51 closed out, a net change of +16 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2016 was BlackRock Fund Advisors, an estimated $447M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2016 was BlackRock Institutional Trust, an estimated $440M sold.
Based on aggregated 13F filings for Q1 2016.