iShares Core US Aggregate Bond ETF
AGG
684 hedge funds and large institutions have $30.1B invested in iShares Core US Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 337 increasing their positions, 215 reducing their positions, and 42 closing their positions.
631% more call options, than puts
Call options by funds: $2.38M | Put options by funds: $326K
57% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 215
8% more capital invested
Capital invested by funds: $27.8B → $30.1B (+$2.25B)
7% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 42
0% less funds holding
Funds holding: 686 → 684 (-2)
0.4% less ownership
Funds ownership: 72.44% → 72.04% (-0.4%)
1% less funds holding in top 10
Funds holding in top 10: 170 → 168 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$797M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$216M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$196M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$177M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CNO Financial Group
Carmel,
Indiana
|
-$103M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$94.4M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$61.6M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$39.4M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$36.6M |
AGG Hedge Fund Activity: Q3 2016 in Review
684 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2016, worth a combined $30.1B — up 8.1% from $27.8B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AGG positions and 42 closed out — a net gain of 3 holders — while 337 added to existing stakes and 215 trimmed.
The largest buyer was Wells Fargo, adding an estimated $797M. The largest seller was CNO Financial Group, cutting an estimated $103M.
- 684 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2016, down from 686 in Q2 2016.
- Funds reported $30.1B of iShares Core US Aggregate Bond ETF stock for Q3 2016, up 8.1% quarter-over-quarter.
- 45 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2016 and 42 closed out, a net change of +3 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2016 was Wells Fargo, an estimated $797M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2016 was CNO Financial Group, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2016.