iShares Core US Aggregate Bond ETF
AGG
1,453 hedge funds and large institutions have $65.4B invested in iShares Core US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 671 increasing their positions, 428 reducing their positions, and 60 closing their positions.
292% more first-time investments, than exits
New positions opened: 235 | Existing positions closed: 60
57% more repeat investments, than reductions
Existing positions increased: 671 | Existing positions reduced: 428
12% more funds holding
Funds holding: 1,300 → 1,453 (+153)
7% more capital invested
Capital invested by funds: $61.4B → $65.4B (+$4B)
4% more funds holding in top 10
Funds holding in top 10: 285 → 295 (+10)
0.49% more ownership
Funds ownership: 77.38% → 77.87% (+0.49%)
71% less call options, than puts
Call options by funds: $73.4M | Put options by funds: $257M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$843M |
| 2 |
Morgan Stanley
New York
|
+$606M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$520M |
| 4 |
BlackRock
New York
|
+$501M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$324M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.34B |
| 2 |
Jane Street
New York
|
-$403M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$379M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$177M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$168M |
AGG Hedge Fund Activity: Q4 2020 in Review
1,453 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2020, worth a combined $65.4B — up 6.5% from $61.4B a quarter earlier.
Buyers outnumbered sellers: 235 funds opened new AGG positions and 60 closed out — a net gain of 175 holders — while 671 added to existing stakes and 428 trimmed.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $843M. The largest seller was JP Morgan Chase, cutting an estimated $1.34B.
- 1,453 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2020, up from 1,300 in Q3 2020.
- Funds reported $65.4B of iShares Core US Aggregate Bond ETF stock for Q4 2020, up 6.5% quarter-over-quarter.
- 235 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2020 and 60 closed out, a net change of +175 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $843M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2020 was JP Morgan Chase, an estimated $1.34B sold.
Based on aggregated 13F filings for Q4 2020.