iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
26 hedge funds and large institutions have $66.6M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 6 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $57.9M → $66.6M (+$8.68M)
2.05% more ownership
Funds ownership: 51.02% → 53.06% (+2%)
13% less funds holding
Funds holding: 30 → 26 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$8.27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.69M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.34M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$698K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$598K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.82M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$3.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$507K |
| 5 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
-$399K |
AGGM Hedge Fund Activity: Q3 2014 in Review
26 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q3 2014, worth a combined $66.6M — up 15% from $57.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AGGM and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 13 added.
The largest buyer was Beaumont Financial Advisors, adding an estimated $8.27M. The largest seller was Jane Street, exiting entirely with an estimated $3.82M sold.
- 26 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q3 2014, down from 30 in Q2 2014.
- Funds reported $66.6M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q3 2014, up 15% quarter-over-quarter.
- 2 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q3 2014 and 6 closed out, a net change of -4 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q3 2014 was Beaumont Financial Advisors, an estimated $8.27M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q3 2014 was Jane Street, an estimated $3.82M sold.
Based on aggregated 13F filings for Q3 2014.