iShares Core US Aggregate Bond ETF
AGG
1,615 hedge funds and large institutions have $74.9B invested in iShares Core US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 691 increasing their positions, 625 reducing their positions, and 118 closing their positions.
1,068% more call options, than puts
Call options by funds: $20.2M | Put options by funds: $1.73M
24% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 118
11% more repeat investments, than reductions
Existing positions increased: 691 | Existing positions reduced: 625
1.5% more ownership
Funds ownership: 83.65% → 85.14% (+1.5%)
1% less funds holding
Funds holding: 1,624 → 1,615 (-9)
3% less funds holding in top 10
Funds holding in top 10: 317 → 307 (-10)
8% less capital invested
Capital invested by funds: $81.8B → $74.9B (-$6.9B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$639M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$564M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$517M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$442M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$413M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$302M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$227M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$141M |
| 4 |
MCM
MKP Capital Management
New York
|
-$126M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$103M |
AGG Hedge Fund Activity: Q1 2023 in Review
1,615 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2023, worth a combined $74.9B — down 8.4% from $81.8B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new AGG positions and 118 closed out — a net gain of 28 holders — while 691 added to existing stakes and 625 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $639M. The largest seller was BlackRock, cutting an estimated $302M.
- 1,615 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2023, down from 1,624 in Q4 2022.
- Funds reported $74.9B of iShares Core US Aggregate Bond ETF stock for Q1 2023, down 8.4% quarter-over-quarter.
- 146 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2023 and 118 closed out, a net change of +28 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $639M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2023 was BlackRock, an estimated $302M sold.
Based on aggregated 13F filings for Q1 2023.