iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
46 hedge funds and large institutions have $90.5M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
3.42% more ownership
Funds ownership: 63.4% → 66.83% (+3.4%)
2% more funds holding
Funds holding: 45 → 46 (+1)
29% less capital invested
Capital invested by funds: $128M → $90.5M (-$37.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.87M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.65M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.79M |
| 4 |
KOCAA
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
+$1.14M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$809K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$43.6M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.62M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$3.18M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$586K |
| 5 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
|
-$366K |
AGGM Hedge Fund Activity: Q4 2019 in Review
46 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2019, worth a combined $90.5M — down 29% from $128M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGGM positions and 6 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.87M. The largest seller was AssetMark Inc, cutting an estimated $43.6M.
- 46 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2019, up from 45 in Q3 2019.
- Funds reported $90.5M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2019, down 29% quarter-over-quarter.
- 8 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2019 and 6 closed out, a net change of +2 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2019 was Citadel Advisors, an estimated $5.87M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2019 was AssetMark Inc, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2019.