iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
27 hedge funds and large institutions have $131M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.
222% more capital invested
Capital invested by funds: $40.6M → $131M (+$90.2M)
54.19% more ownership
Funds ownership: 40.61% → 94.8% (+54%)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% less funds holding
Funds holding: 28 → 27 (-1)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$24.8M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$23.2M |
| 3 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$18.8M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$18.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.58M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$3.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.03M |
| 4 |
Goldman Sachs
New York
|
-$2.9M |
| 5 |
Morgan Stanley
New York
|
-$582K |
AGGM Hedge Fund Activity: Q4 2013 in Review
27 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2013, worth a combined $131M — up 222% from $40.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGGM positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $24.8M. The largest seller was Jane Street, exiting entirely with an estimated $3.58M sold.
- 27 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2013, down from 28 in Q3 2013.
- Funds reported $131M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2013, up 222% quarter-over-quarter.
- 6 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2013 and 5 closed out, a net change of +1 holder.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2013 was Beaumont Financial Advisors, an estimated $24.8M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2013 was Jane Street, an estimated $3.58M sold.
Based on aggregated 13F filings for Q4 2013.