iShares Core US Aggregate Bond ETF
AGG
1,602 hedge funds and large institutions have $79.4B invested in iShares Core US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 760 increasing their positions, 588 reducing their positions, and 111 closing their positions.
71% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $9.17M
29% more repeat investments, than reductions
Existing positions increased: 760 | Existing positions reduced: 588
3% more funds holding in top 10
Funds holding in top 10: 312 → 320 (+8)
1.3% more ownership
Funds ownership: 86.26% → 87.56% (+1.3%)
0% more capital invested
Capital invested by funds: $79.3B → $79.4B (+$25.9M)
3% less first-time investments, than exits
New positions opened: 108 | Existing positions closed: 111
2% less funds holding
Funds holding: 1,632 → 1,602 (-30)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$956M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$382M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$315M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$267M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$246M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$983M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$429M |
| 3 |
NL
NEPC LLC
Boston,
Massachusetts
|
-$243M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$237M |
| 5 |
Goldman Sachs
New York
|
-$150M |
AGG Hedge Fund Activity: Q3 2023 in Review
1,602 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2023, worth a combined $79.4B — up 0.03% from $79.3B a quarter earlier.
Sellers outnumbered buyers: 111 funds closed out of AGG and 108 opened new positions — a net loss of 3 holders — while 588 trimmed existing stakes and 760 added.
The largest buyer was Charles Schwab, adding an estimated $956M. The largest seller was Envestnet Asset Management, cutting an estimated $983M.
- 1,602 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2023, down from 1,632 in Q2 2023.
- Funds reported $79.4B of iShares Core US Aggregate Bond ETF stock for Q3 2023, up 0.03% quarter-over-quarter.
- 108 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2023 and 111 closed out, a net change of -3 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $956M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $983M sold.
Based on aggregated 13F filings for Q3 2023.