iShares Core US Aggregate Bond ETF
AGG
873 hedge funds and large institutions have $42.5B invested in iShares Core US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 348 reducing their positions, and 83 closing their positions.
1.3% more ownership
Funds ownership: 77.05% → 78.35% (+1.3%)
5% more capital invested
Capital invested by funds: $40.5B → $42.5B (+$2.02B)
3% more repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 348
4% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 83
2% less funds holding
Funds holding: 890 → 873 (-17)
7% less funds holding in top 10
Funds holding in top 10: 197 → 183 (-14)
48% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $2.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$783M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$496M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$484M |
| 4 |
JP Morgan Chase
New York
|
+$320M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
+$274M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$374M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$228M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$131M |
| 4 |
TC
Toews Corporation
Northfield,
New Jersey
|
-$130M |
| 5 |
CFG
CNO Financial Group
Carmel,
Indiana
|
-$117M |
AGG Hedge Fund Activity: Q1 2018 in Review
873 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2018, worth a combined $42.5B — up 5% from $40.5B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of AGG and 80 opened new positions — a net loss of 3 holders — while 348 trimmed existing stakes and 360 added.
The largest buyer was Milliman Financial Risk Management, adding an estimated $783M. The largest seller was Envestnet Asset Management, cutting an estimated $374M.
- 873 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2018, down from 890 in Q4 2017.
- Funds reported $42.5B of iShares Core US Aggregate Bond ETF stock for Q1 2018, up 5% quarter-over-quarter.
- 80 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2018 and 83 closed out, a net change of -3 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2018 was Milliman Financial Risk Management, an estimated $783M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $374M sold.
Based on aggregated 13F filings for Q1 2018.