iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
38 hedge funds and large institutions have $74.1M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 4 closing their positions.
3% less funds holding
Funds holding: 39 → 38 (-1)
4.15% less ownership
Funds ownership: 65.32% → 61.17% (-4.1%)
21% less capital invested
Capital invested by funds: $94M → $74.1M (-$19.8M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$10.5M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$446K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$410K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$253K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$20.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.92M |
| 3 |
VF
Virtu Financial
New York
|
-$2.64M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.13M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.46M |
AGGM Hedge Fund Activity: Q3 2018 in Review
38 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q3 2018, worth a combined $74.1M — down 21% from $94M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AGGM and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 7 added.
The largest buyer was Jane Street, adding an estimated $10.5M. The largest seller was US Bancorp, cutting an estimated $20.9M.
- 38 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q3 2018, down from 39 in Q2 2018.
- Funds reported $74.1M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q3 2018, down 21% quarter-over-quarter.
- 3 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q3 2018 and 4 closed out, a net change of -1 holder.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q3 2018 was Jane Street, an estimated $10.5M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q3 2018 was US Bancorp, an estimated $20.9M sold.
Based on aggregated 13F filings for Q3 2018.