iShares Core US Aggregate Bond ETF
AGG
1,300 hedge funds and large institutions have $61.4B invested in iShares Core US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 701 increasing their positions, 358 reducing their positions, and 74 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 701 | Existing positions reduced: 358
30% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 74
8% more capital invested
Capital invested by funds: $57B → $61.4B (+$4.33B)
0.72% more ownership
Funds ownership: 76.65% → 77.38% (+0.72%)
1% more funds holding
Funds holding: 1,292 → 1,300 (+8)
4% less funds holding in top 10
Funds holding in top 10: 297 → 285 (-12)
25% less call options, than puts
Call options by funds: $74.4M | Put options by funds: $99.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$583M |
| 2 |
AA
Acorns Advisers
Irvine,
California
|
+$427M |
| 3 |
JP Morgan Chase
New York
|
+$296M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$262M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$222M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$222M |
| 3 |
TC
Toews Corporation
Northfield,
New Jersey
|
-$138M |
| 4 |
Jane Street
New York
|
-$118M |
| 5 |
CWM
CIBC World Markets
New York
|
-$118M |
AGG Hedge Fund Activity: Q3 2020 in Review
1,300 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2020, worth a combined $61.4B — up 7.6% from $57B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new AGG positions and 74 closed out — a net gain of 22 holders — while 701 added to existing stakes and 358 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $583M. The largest seller was Wells Fargo, cutting an estimated $222M.
- 1,300 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2020, up from 1,292 in Q2 2020.
- Funds reported $61.4B of iShares Core US Aggregate Bond ETF stock for Q3 2020, up 7.6% quarter-over-quarter.
- 96 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2020 and 74 closed out, a net change of +22 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2020 was Jones Financial Companies, an estimated $583M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2020 was Wells Fargo, an estimated $222M sold.
Based on aggregated 13F filings for Q3 2020.