iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
29 hedge funds and large institutions have $95.1M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
43% more capital invested
Capital invested by funds: $66.6M → $95.1M (+$28.5M)
12% more funds holding
Funds holding: 26 → 29 (+3)
5.72% more ownership
Funds ownership: 53.06% → 58.79% (+5.7%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$13.9M |
| 2 |
AssetMark Inc
Concord,
California
|
+$13.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.03M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.16M |
| 2 |
Goldman Sachs
New York
|
-$1.13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$957K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$382K |
| 5 |
Morgan Stanley
New York
|
-$339K |
AGGM Hedge Fund Activity: Q4 2014 in Review
29 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2014, worth a combined $95.1M — up 43% from $66.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGGM positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $13.9M. The largest seller was Envestnet Asset Management, cutting an estimated $6.16M.
- 29 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2014, up from 26 in Q3 2014.
- Funds reported $95.1M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2014, up 43% quarter-over-quarter.
- 8 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2014 and 4 closed out, a net change of +4 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2014 was Beaumont Financial Advisors, an estimated $13.9M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2014 was Envestnet Asset Management, an estimated $6.16M sold.
Based on aggregated 13F filings for Q4 2014.