iShares Core US Aggregate Bond ETF
AGG
686 hedge funds and large institutions have $27.8B invested in iShares Core US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 335 increasing their positions, 197 reducing their positions, and 28 closing their positions.
172% more call options, than puts
Call options by funds: $3.67M | Put options by funds: $1.35M
154% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 28
70% more repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 197
13% more funds holding in top 10
Funds holding in top 10: 151 → 170 (+19)
9% more capital invested
Capital invested by funds: $25.6B → $27.8B (+$2.27B)
6% more funds holding
Funds holding: 648 → 686 (+38)
1.47% less ownership
Funds ownership: 73.91% → 72.44% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$464M |
| 2 |
Goldman Sachs
New York
|
+$294M |
| 3 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$187M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$152M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$829M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$257M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$157M |
| 4 |
AssetMark Inc
Concord,
California
|
-$81.6M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$68.9M |
AGG Hedge Fund Activity: Q2 2016 in Review
686 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2016, worth a combined $27.8B — up 8.9% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new AGG positions and 28 closed out — a net gain of 43 holders — while 335 added to existing stakes and 197 trimmed.
The largest buyer was Wells Fargo, adding an estimated $464M. The largest seller was LPL Financial, cutting an estimated $829M.
- 686 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2016, up from 648 in Q1 2016.
- Funds reported $27.8B of iShares Core US Aggregate Bond ETF stock for Q2 2016, up 8.9% quarter-over-quarter.
- 71 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2016 and 28 closed out, a net change of +43 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2016 was Wells Fargo, an estimated $464M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2016 was LPL Financial, an estimated $829M sold.
Based on aggregated 13F filings for Q2 2016.