iShares Core US Aggregate Bond ETF
AGG
1,292 hedge funds and large institutions have $57B invested in iShares Core US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 598 increasing their positions, 408 reducing their positions, and 64 closing their positions.
716% more call options, than puts
Call options by funds: $167M | Put options by funds: $20.5M
133% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 64
47% more repeat investments, than reductions
Existing positions increased: 598 | Existing positions reduced: 408
7% more capital invested
Capital invested by funds: $53.2B → $57B (+$3.78B)
6% more funds holding
Funds holding: 1,220 → 1,292 (+72)
3% more funds holding in top 10
Funds holding in top 10: 289 → 297 (+8)
2.57% less ownership
Funds ownership: 79.22% → 76.65% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$838M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$337M |
| 3 |
BlackRock
New York
|
+$285M |
| 4 |
VIA
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
+$257M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$880M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$281M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$227M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$213M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$211M |
AGG Hedge Fund Activity: Q2 2020 in Review
1,292 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2020, worth a combined $57B — up 7.1% from $53.2B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new AGG positions and 64 closed out — a net gain of 85 holders — while 598 added to existing stakes and 408 trimmed.
The largest buyer was Milliman Financial Risk Management, adding an estimated $838M. The largest seller was JP Morgan Chase, cutting an estimated $880M.
- 1,292 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2020, up from 1,220 in Q1 2020.
- Funds reported $57B of iShares Core US Aggregate Bond ETF stock for Q2 2020, up 7.1% quarter-over-quarter.
- 149 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2020 and 64 closed out, a net change of +85 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2020 was Milliman Financial Risk Management, an estimated $838M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2020 was JP Morgan Chase, an estimated $880M sold.
Based on aggregated 13F filings for Q2 2020.