iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
42 hedge funds and large institutions have $123M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
30.39% more ownership
Funds ownership: 59.03% → 89.42% (+30%)
3% more capital invested
Capital invested by funds: $119M → $123M (+$4M)
0% more funds holding
Funds holding: 42 → 42 (0)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.19M |
| 2 |
AssetMark Inc
Concord,
California
|
+$2.7M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$1.87M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$306K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.51M |
| 2 |
CC
Cassaday & Co
Mclean,
Virginia
|
-$375K |
| 3 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
|
-$338K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$304K |
| 5 |
Bank of New York Mellon
New York
|
-$178K |
AGGM Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $123M — up 3.3% from $119M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGGM positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Destination Wealth Management, adding an estimated $3.19M. The largest seller was Jane Street, exiting entirely with an estimated $2.51M sold.
- 42 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $123M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q3 2017, up 3.3% quarter-over-quarter.
- 3 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q3 2017 and 2 closed out, a net change of +1 holder.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q3 2017 was Destination Wealth Management, an estimated $3.19M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q3 2017 was Jane Street, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2017.