iShares Core US Aggregate Bond ETF
AGG
1,219 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 453 increasing their positions, 509 reducing their positions, and 102 closing their positions.
42% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 102
17% more funds holding in top 10
Funds holding in top 10: 248 → 289 (+41)
2% more funds holding
Funds holding: 1,195 → 1,219 (+24)
0.59% less ownership
Funds ownership: 79.81% → 79.22% (-0.59%)
2% less capital invested
Capital invested by funds: $54.5B → $53.2B (-$1.28B)
11% less repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 509
31% less call options, than puts
Call options by funds: $84.7M | Put options by funds: $122M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.13B |
| 2 |
Jane Street
New York
|
+$743M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$412M |
| 4 |
Morgan Stanley
New York
|
+$245M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$220M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$889M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$778M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$744M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$539M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$496M |
AGG Hedge Fund Activity: Q1 2020 in Review
1,219 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2020, worth a combined $53.2B — down 2.3% from $54.5B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new AGG positions and 102 closed out — a net gain of 43 holders — while 453 added to existing stakes and 509 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.13B. The largest seller was Milliman Financial Risk Management, cutting an estimated $889M.
- 1,219 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2020, up from 1,195 in Q4 2019.
- Funds reported $53.2B of iShares Core US Aggregate Bond ETF stock for Q1 2020, down 2.3% quarter-over-quarter.
- 145 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2020 and 102 closed out, a net change of +43 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $1.13B added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2020 was Milliman Financial Risk Management, an estimated $889M sold.
Based on aggregated 13F filings for Q1 2020.