iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
39 hedge funds and large institutions have $94M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
12% more capital invested
Capital invested by funds: $83.7M → $94M (+$10.3M)
6.74% more ownership
Funds ownership: 58.58% → 65.32% (+6.7%)
3% less funds holding
Funds holding: 40 → 39 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$7.59M |
| 2 |
VF
Virtu Financial
New York
|
+$2.64M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.22M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.58M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$2.08M |
| 2 |
Jane Street
New York
|
-$657K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$434K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$340K |
| 5 |
CSM
CAMG Solamere Management
Charlotte,
North Carolina
|
-$266K |
AGGM Hedge Fund Activity: Q2 2018 in Review
39 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q2 2018, worth a combined $94M — up 12% from $83.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AGGM and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 14 added.
The largest buyer was Destination Wealth Management, adding an estimated $7.59M. The largest seller was AssetMark Inc, cutting an estimated $2.08M.
- 39 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q2 2018, down from 40 in Q1 2018.
- Funds reported $94M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q2 2018, up 12% quarter-over-quarter.
- 2 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q2 2018 and 3 closed out, a net change of -1 holder.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q2 2018 was Destination Wealth Management, an estimated $7.59M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q2 2018 was AssetMark Inc, an estimated $2.08M sold.
Based on aggregated 13F filings for Q2 2018.