iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
30 hedge funds and large institutions have $57.9M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 29 → 30 (+1)
18.72% less ownership
Funds ownership: 69.74% → 51.02% (-19%)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
43% less capital invested
Capital invested by funds: $101M → $57.9M (-$43.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.81M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$2.57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.3M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$204K |
| 5 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$18.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.02M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$528K |
AGGM Hedge Fund Activity: Q2 2014 in Review
30 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q2 2014, worth a combined $57.9M — down 43% from $101M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGGM positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.81M. The largest seller was Beaumont Financial Advisors, cutting an estimated $18.9M.
- 30 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q2 2014, up from 29 in Q1 2014.
- Funds reported $57.9M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q2 2014, down 43% quarter-over-quarter.
- 3 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q2 2014 and 2 closed out, a net change of +1 holder.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q2 2014 was Jane Street, an estimated $3.81M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q2 2014 was Beaumont Financial Advisors, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2014.