iShares Core US Aggregate Bond ETF
AGG
1,434 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 649 increasing their positions, 510 reducing their positions, and 78 closing their positions.
96% more call options, than puts
Call options by funds: $46.4M | Put options by funds: $23.6M
27% more repeat investments, than reductions
Existing positions increased: 649 | Existing positions reduced: 510
8% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 78
0% more funds holding in top 10
Funds holding in top 10: 267 → 268 (+1)
0% more capital invested
Capital invested by funds: $70.6B → $70.8B (+$215M)
0.59% less ownership
Funds ownership: 81.02% → 80.43% (-0.59%)
1% less funds holding
Funds holding: 1,452 → 1,434 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$412M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$397M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$240M |
| 4 |
Jane Street
New York
|
+$231M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$230M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$468M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$430M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$275M |
| 4 |
BlackRock
New York
|
-$274M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$192M |
AGG Hedge Fund Activity: Q3 2021 in Review
1,434 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2021, worth a combined $70.8B — up 0.3% from $70.6B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new AGG positions and 78 closed out — a net gain of 6 holders — while 649 added to existing stakes and 510 trimmed.
The largest buyer was Franklin Resources, adding an estimated $412M. The largest seller was JP Morgan Chase, cutting an estimated $468M.
- 1,434 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2021, down from 1,452 in Q2 2021.
- Funds reported $70.8B of iShares Core US Aggregate Bond ETF stock for Q3 2021, up 0.3% quarter-over-quarter.
- 84 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2021 and 78 closed out, a net change of +6 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2021 was Franklin Resources, an estimated $412M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $468M sold.
Based on aggregated 13F filings for Q3 2021.