iShares Core US Aggregate Bond ETF
AGG
756 hedge funds and large institutions have $36.4B invested in iShares Core US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 351 increasing their positions, 246 reducing their positions, and 43 closing their positions.
44% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 43
43% more repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 246
12% more capital invested
Capital invested by funds: $32.4B → $36.4B (+$3.95B)
6% more funds holding in top 10
Funds holding in top 10: 167 → 177 (+10)
3.7% more ownership
Funds ownership: 75.11% → 78.81% (+3.7%)
1% more funds holding
Funds holding: 746 → 756 (+10)
74% less call options, than puts
Call options by funds: $405K | Put options by funds: $1.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$1.26B |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$414M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$413M |
| 4 |
LPL Financial
San Diego,
California
|
+$411M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$173M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$94.5M |
| 3 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$71.1M |
| 4 |
Citigroup
New York
|
-$64.5M |
| 5 |
Morgan Stanley
New York
|
-$61.8M |
AGG Hedge Fund Activity: Q2 2017 in Review
756 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2017, worth a combined $36.4B — up 12% from $32.4B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new AGG positions and 43 closed out — a net gain of 19 holders — while 351 added to existing stakes and 246 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $1.26B. The largest seller was BlackRock, cutting an estimated $173M.
- 756 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2017, up from 746 in Q1 2017.
- Funds reported $36.4B of iShares Core US Aggregate Bond ETF stock for Q2 2017, up 12% quarter-over-quarter.
- 62 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2017 and 43 closed out, a net change of +19 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $1.26B added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2017 was BlackRock, an estimated $173M sold.
Based on aggregated 13F filings for Q2 2017.