iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
46 hedge funds and large institutions have $209M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
70% more capital invested
Capital invested by funds: $122M → $209M (+$86.2M)
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
10% more funds holding
Funds holding: 42 → 46 (+4)
0.15% more ownership
Funds ownership: 67.34% → 67.49% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$71.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.27M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.02M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.95M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$962K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
-$1.22M |
| 2 |
Jane Street
New York
|
-$694K |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$261K |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$199K |
| 5 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
-$112K |
AGGM Hedge Fund Activity: Q2 2019 in Review
46 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q2 2019, worth a combined $209M — up 70% from $122M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AGGM positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $71.6M. The largest seller was KeyBank National Association, cutting an estimated $1.22M.
- 46 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q2 2019, up from 42 in Q1 2019.
- Funds reported $209M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q2 2019, up 70% quarter-over-quarter.
- 7 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q2 2019 and 3 closed out, a net change of +4 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q2 2019 was AssetMark Inc, an estimated $71.6M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q2 2019 was KeyBank National Association, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2019.