iShares Core US Aggregate Bond ETF
AGG
1,623 hedge funds and large institutions have $81.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 600 increasing their positions, 630 reducing their positions, and 110 closing their positions.
154% more first-time investments, than exits
New positions opened: 279 | Existing positions closed: 110
28% more capital invested
Capital invested by funds: $63.9B → $81.8B (+$17.9B)
9% more funds holding
Funds holding: 1,488 → 1,623 (+135)
9% more funds holding in top 10
Funds holding in top 10: 291 → 317 (+26)
0.54% more ownership
Funds ownership: 83.11% → 83.65% (+0.54%)
5% less repeat investments, than reductions
Existing positions increased: 600 | Existing positions reduced: 630
79% less call options, than puts
Call options by funds: $10.8M | Put options by funds: $51.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$985M |
| 2 |
Goldman Sachs
New York
|
+$896M |
| 3 |
BlackRock
New York
|
+$624M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$226M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$363M |
| 2 |
Jane Street
New York
|
-$239M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$216M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$213M |
| 5 |
GM
Granger Management
New York
|
-$147M |
AGG Hedge Fund Activity: Q4 2022 in Review
1,623 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2022, worth a combined $81.8B — up 28% from $63.9B a quarter earlier.
Buyers outnumbered sellers: 279 funds opened new AGG positions and 110 closed out — a net gain of 169 holders — while 600 added to existing stakes and 630 trimmed.
The largest buyer was Bank of America, adding an estimated $985M. The largest seller was Stifel Financial, cutting an estimated $363M.
- 1,623 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2022, up from 1,488 in Q3 2022.
- Funds reported $81.8B of iShares Core US Aggregate Bond ETF stock for Q4 2022, up 28% quarter-over-quarter.
- 279 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2022 and 110 closed out, a net change of +169 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2022 was Bank of America, an estimated $985M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2022 was Stifel Financial, an estimated $363M sold.
Based on aggregated 13F filings for Q4 2022.