iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
39 hedge funds and large institutions have $54.7M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 38 → 39 (+1)
3.11% less ownership
Funds ownership: 61.17% → 58.06% (-3.1%)
26% less capital invested
Capital invested by funds: $74.1M → $54.7M (-$19.4M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$779K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$779K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$298K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$144K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$57.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.4M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$2.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$522K |
AGGM Hedge Fund Activity: Q4 2018 in Review
39 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2018, worth a combined $54.7M — down 26% from $74.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AGGM positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 13 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $779K. The largest seller was Jane Street, cutting an estimated $14.4M.
- 39 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2018, up from 38 in Q3 2018.
- Funds reported $54.7M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2018, down 26% quarter-over-quarter.
- 4 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2018 and 3 closed out, a net change of +1 holder.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $779K added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2018 was Jane Street, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2018.