iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
42 hedge funds and large institutions have $119M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
33% more capital invested
Capital invested by funds: $89.7M → $119M (+$29.7M)
8% more funds holding
Funds holding: 39 → 42 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.24% less ownership
Funds ownership: 60.27% → 59.03% (-1.2%)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$39.9M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$9.12M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$1.72M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.65M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$17.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.54M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.32M |
| 5 |
CSM
CAMG Solamere Management
Charlotte,
North Carolina
|
-$948K |
AGGM Hedge Fund Activity: Q2 2017 in Review
42 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q2 2017, worth a combined $119M — up 33% from $89.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGGM positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $39.9M. The largest seller was Jane Street, cutting an estimated $17.1M.
- 42 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q2 2017, up from 39 in Q1 2017.
- Funds reported $119M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q2 2017, up 33% quarter-over-quarter.
- 6 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q2 2017 and 3 closed out, a net change of +3 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q2 2017 was AssetMark Inc, an estimated $39.9M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q2 2017 was Jane Street, an estimated $17.1M sold.
Based on aggregated 13F filings for Q2 2017.