iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
49 hedge funds and large institutions have $187M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.
106% more capital invested
Capital invested by funds: $90.5M → $187M (+$96.2M)
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
7% more funds holding
Funds holding: 46 → 49 (+3)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
4.01% less ownership
Funds ownership: 66.83% → 62.81% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$95.2M |
| 2 |
Morgan Stanley
New York
|
+$3.47M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$2.98M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.72M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.23M |
| 2 |
Jane Street
New York
|
-$5.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.11M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.23M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$967K |
AGGM Hedge Fund Activity: Q1 2020 in Review
49 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q1 2020, worth a combined $187M — up 106% from $90.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AGGM positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $95.2M. The largest seller was Envestnet Asset Management, cutting an estimated $9.23M.
- 49 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q1 2020, up from 46 in Q4 2019.
- Funds reported $187M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q1 2020, up 106% quarter-over-quarter.
- 11 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q1 2020 and 6 closed out, a net change of +5 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $95.2M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $9.23M sold.
Based on aggregated 13F filings for Q1 2020.