iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
41 hedge funds and large institutions have $128M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4.02% more ownership
Funds ownership: 64.56% → 68.58% (+4%)
9% less funds holding
Funds holding: 45 → 41 (-4)
29% less capital invested
Capital invested by funds: $179M → $128M (-$51.2M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
57% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$28.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.55M |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$1.25M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$84.5K |
| 5 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
|
+$59.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$40.3M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$15.7M |
| 3 |
Jane Street
New York
|
-$8.67M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.16M |
| 5 |
Citigroup
New York
|
-$3.67M |
AGGM Hedge Fund Activity: Q4 2016 in Review
41 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2016, worth a combined $128M — down 29% from $179M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AGGM and 3 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 9 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $28.3M. The largest seller was AssetMark Inc, exiting entirely with an estimated $40.3M sold.
- 41 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2016, down from 45 in Q3 2016.
- Funds reported $128M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2016, down 29% quarter-over-quarter.
- 3 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2016 and 7 closed out, a net change of -4 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2016 was Commonwealth Equity Services, an estimated $28.3M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2016 was AssetMark Inc, an estimated $40.3M sold.
Based on aggregated 13F filings for Q4 2016.