iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
55 hedge funds and large institutions have $256M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 4 closing their positions.
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
56% more capital invested
Capital invested by funds: $164M → $256M (+$92.5M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more funds holding
Funds holding: 46 → 55 (+9)
8.24% less ownership
Funds ownership: 78.72% → 70.49% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$42.1M |
| 2 |
Jane Street
New York
|
+$18.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.99M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.6M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$6.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cassaday & Co
Mclean,
Virginia
|
-$13.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.83M |
| 3 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
|
-$3.59M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.94M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$655K |
AGGM Hedge Fund Activity: Q1 2016 in Review
55 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q1 2016, worth a combined $256M — up 56% from $164M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AGGM positions and 4 closed out — a net gain of 9 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $42.1M. The largest seller was Cassaday & Co, cutting an estimated $13.2M.
- 55 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q1 2016, up from 46 in Q4 2015.
- Funds reported $256M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q1 2016, up 56% quarter-over-quarter.
- 13 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q1 2016 and 4 closed out, a net change of +9 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q1 2016 was AssetMark Inc, an estimated $42.1M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q1 2016 was Cassaday & Co, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2016.