iShares Core US Aggregate Bond ETF
AGG
1,554 hedge funds and large institutions have $70.3B invested in iShares Core US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 563 increasing their positions, 704 reducing their positions, and 151 closing their positions.
662% more call options, than puts
Call options by funds: $72.9M | Put options by funds: $9.56M
1.47% more ownership
Funds ownership: 82.49% → 83.96% (+1.5%)
2% less funds holding
Funds holding: 1,591 → 1,554 (-37)
5% less capital invested
Capital invested by funds: $74.4B → $70.3B (-$4.08B)
8% less funds holding in top 10
Funds holding in top 10: 298 → 275 (-23)
12% less first-time investments, than exits
New positions opened: 133 | Existing positions closed: 151
20% less repeat investments, than reductions
Existing positions increased: 563 | Existing positions reduced: 704
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$440M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$386M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$331M |
| 4 |
SDIC
South Dakota Investment Council
Sioux Falls,
South Dakota
|
+$258M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$208M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$434M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$361M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$297M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$250M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$179M |
AGG Hedge Fund Activity: Q1 2022 in Review
1,554 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2022, worth a combined $70.3B — down 5.5% from $74.4B a quarter earlier.
Sellers outnumbered buyers: 151 funds closed out of AGG and 133 opened new positions — a net loss of 18 holders — while 704 trimmed existing stakes and 563 added.
The largest buyer was Envestnet Asset Management, adding an estimated $440M. The largest seller was JP Morgan Chase, cutting an estimated $434M.
- 1,554 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2022, down from 1,591 in Q4 2021.
- Funds reported $70.3B of iShares Core US Aggregate Bond ETF stock for Q1 2022, down 5.5% quarter-over-quarter.
- 133 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2022 and 151 closed out, a net change of -18 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $440M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $434M sold.
Based on aggregated 13F filings for Q1 2022.