iShares Core US Aggregate Bond ETF
AGG
1,532 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 530 increasing their positions, 746 reducing their positions, and 135 closing their positions.
2,622% more call options, than puts
Call options by funds: $70.5M | Put options by funds: $2.59M
4% more funds holding in top 10
Funds holding in top 10: 275 → 286 (+11)
0.42% more ownership
Funds ownership: 83.96% → 84.38% (+0.42%)
4% less capital invested
Capital invested by funds: $70.3B → $67.4B (-$2.9B)
7% less first-time investments, than exits
New positions opened: 125 | Existing positions closed: 135
1% less funds holding
Funds holding: 1,554 → 1,532 (-22)
29% less repeat investments, than reductions
Existing positions increased: 530 | Existing positions reduced: 746
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$466M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$421M |
| 3 |
Members Trust
Tampa,
Florida
|
+$247M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$244M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$233M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$443M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$351M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$299M |
| 4 |
Goldman Sachs
New York
|
-$285M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$260M |
AGG Hedge Fund Activity: Q2 2022 in Review
1,532 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2022, worth a combined $67.4B — down 4.1% from $70.3B a quarter earlier.
Sellers outnumbered buyers: 135 funds closed out of AGG and 125 opened new positions — a net loss of 10 holders — while 746 trimmed existing stakes and 530 added.
The largest buyer was Wells Fargo, adding an estimated $466M. The largest seller was BlackRock, cutting an estimated $443M.
- 1,532 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2022, down from 1,554 in Q1 2022.
- Funds reported $67.4B of iShares Core US Aggregate Bond ETF stock for Q2 2022, down 4.1% quarter-over-quarter.
- 125 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2022 and 135 closed out, a net change of -10 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $466M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2022 was BlackRock, an estimated $443M sold.
Based on aggregated 13F filings for Q2 2022.