iShares Core US Aggregate Bond ETF
AGG
1,195 hedge funds and large institutions have $54.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 550 increasing their positions, 309 reducing their positions, and 51 closing their positions.
329% more first-time investments, than exits
New positions opened: 219 | Existing positions closed: 51
78% more repeat investments, than reductions
Existing positions increased: 550 | Existing positions reduced: 309
22% more funds holding in top 10
Funds holding in top 10: 204 → 248 (+44)
15% more funds holding
Funds holding: 1,041 → 1,195 (+154)
5% more capital invested
Capital invested by funds: $51.7B → $54.5B (+$2.79B)
0.51% more ownership
Funds ownership: 79.3% → 79.81% (+0.51%)
46% less call options, than puts
Call options by funds: $9.64M | Put options by funds: $18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$469M |
| 2 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$330M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$253M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$251M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$199M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$308M |
| 2 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$184M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$160M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$115M |
| 5 |
QI
QS Investors
New York
|
-$77.1M |
AGG Hedge Fund Activity: Q4 2019 in Review
1,195 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2019, worth a combined $54.5B — up 5.4% from $51.7B a quarter earlier.
Buyers outnumbered sellers: 219 funds opened new AGG positions and 51 closed out — a net gain of 168 holders — while 550 added to existing stakes and 309 trimmed.
The largest buyer was Citigroup, adding an estimated $469M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $308M.
- 1,195 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2019, up from 1,041 in Q3 2019.
- Funds reported $54.5B of iShares Core US Aggregate Bond ETF stock for Q4 2019, up 5.4% quarter-over-quarter.
- 219 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2019 and 51 closed out, a net change of +168 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2019 was Citigroup, an estimated $469M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $308M sold.
Based on aggregated 13F filings for Q4 2019.