iShares Core US Aggregate Bond ETF
AGG
1,590 hedge funds and large institutions have $74.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 645 increasing their positions, 533 reducing their positions, and 81 closing their positions.
226% more first-time investments, than exits
New positions opened: 264 | Existing positions closed: 81
110% more call options, than puts
Call options by funds: $28.6M | Put options by funds: $13.6M
21% more repeat investments, than reductions
Existing positions increased: 645 | Existing positions reduced: 533
11% more funds holding in top 10
Funds holding in top 10: 268 → 298 (+30)
11% more funds holding
Funds holding: 1,436 → 1,590 (+154)
5% more capital invested
Capital invested by funds: $70.9B → $74.5B (+$3.64B)
2.03% more ownership
Funds ownership: 80.43% → 82.46% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$964M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$496M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$434M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$318M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$268M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$366M |
| 2 |
Jane Street
New York
|
-$323M |
| 3 |
SG Americas Securities
New York
|
-$253M |
| 4 |
MA
MCF Advisors
Covington,
Kentucky
|
-$131M |
| 5 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$109M |
AGG Hedge Fund Activity: Q4 2021 in Review
1,590 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2021, worth a combined $74.5B — up 5.1% from $70.9B a quarter earlier.
Buyers outnumbered sellers: 264 funds opened new AGG positions and 81 closed out — a net gain of 183 holders — while 645 added to existing stakes and 533 trimmed.
The largest buyer was BlackRock, adding an estimated $964M. The largest seller was Franklin Resources, cutting an estimated $366M.
- 1,590 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2021, up from 1,436 in Q3 2021.
- Funds reported $74.5B of iShares Core US Aggregate Bond ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
- 264 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2021 and 81 closed out, a net change of +183 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $964M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2021 was Franklin Resources, an estimated $366M sold.
Based on aggregated 13F filings for Q4 2021.