iShares Core US Aggregate Bond ETF
AGG
1,453 hedge funds and large institutions have $70.6B invested in iShares Core US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 676 increasing their positions, 511 reducing their positions, and 73 closing their positions.
1,152% more call options, than puts
Call options by funds: $123M | Put options by funds: $9.81M
36% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 73
32% more repeat investments, than reductions
Existing positions increased: 676 | Existing positions reduced: 511
8% more capital invested
Capital invested by funds: $65.5B → $70.6B (+$5.1B)
2.32% more ownership
Funds ownership: 78.7% → 81.02% (+2.3%)
0% more funds holding
Funds holding: 1,447 → 1,453 (+6)
3% less funds holding in top 10
Funds holding in top 10: 275 → 267 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$506M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$418M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$304M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$259M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$235M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$150M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$107M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$89M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$74.9M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$69.6M |
AGG Hedge Fund Activity: Q2 2021 in Review
1,453 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2021, worth a combined $70.6B — up 7.8% from $65.5B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new AGG positions and 73 closed out — a net gain of 26 holders — while 676 added to existing stakes and 511 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $506M. The largest seller was AssetMark Inc, cutting an estimated $150M.
- 1,453 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2021, up from 1,447 in Q1 2021.
- Funds reported $70.6B of iShares Core US Aggregate Bond ETF stock for Q2 2021, up 7.8% quarter-over-quarter.
- 99 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2021 and 73 closed out, a net change of +26 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2021 was Jones Financial Companies, an estimated $506M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2021 was AssetMark Inc, an estimated $150M sold.
Based on aggregated 13F filings for Q2 2021.