iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
46 hedge funds and large institutions have $164M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
29% more capital invested
Capital invested by funds: $127M → $164M (+$36.9M)
15.19% more ownership
Funds ownership: 63.53% → 78.72% (+15%)
12% more funds holding
Funds holding: 41 → 46 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cassaday & Co
Mclean,
Virginia
|
+$15.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.8M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.96M |
| 5 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.21M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$8.01M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.63M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$881K |
AGGM Hedge Fund Activity: Q4 2015 in Review
46 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2015, worth a combined $164M — up 29% from $127M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGGM positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was Cassaday & Co, adding an estimated $15.6M. The largest seller was Jane Street, exiting entirely with an estimated $8.21M sold.
- 46 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2015, up from 41 in Q3 2015.
- Funds reported $164M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2015, up 29% quarter-over-quarter.
- 8 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2015 and 3 closed out, a net change of +5 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2015 was Cassaday & Co, an estimated $15.6M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2015 was Jane Street, an estimated $8.21M sold.
Based on aggregated 13F filings for Q4 2015.