iShares Core US Aggregate Bond ETF
AGG
1,489 hedge funds and large institutions have $63.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 584 increasing their positions, 634 reducing their positions, and 135 closing their positions.
2,484% more call options, than puts
Call options by funds: $45.1M | Put options by funds: $1.75M
2% more funds holding in top 10
Funds holding in top 10: 286 → 291 (+5)
8% less repeat investments, than reductions
Existing positions increased: 584 | Existing positions reduced: 634
1.6% less ownership
Funds ownership: 84.41% → 82.81% (-1.6%)
3% less funds holding
Funds holding: 1,533 → 1,489 (-44)
6% less capital invested
Capital invested by funds: $67.6B → $63.8B (-$3.87B)
14% less first-time investments, than exits
New positions opened: 116 | Existing positions closed: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$620M |
| 2 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
+$514M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$482M |
| 4 |
Goldman Sachs
New York
|
+$396M |
| 5 |
Morgan Stanley
New York
|
+$362M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$909M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$729M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$288M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$135M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$129M |
AGG Hedge Fund Activity: Q3 2022 in Review
1,489 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2022, worth a combined $63.8B — down 5.7% from $67.6B a quarter earlier.
Sellers outnumbered buyers: 135 funds closed out of AGG and 116 opened new positions — a net loss of 19 holders — while 634 trimmed existing stakes and 584 added.
The largest buyer was Raymond James & Associates, adding an estimated $620M. The largest seller was United Capital Financial Advisors, cutting an estimated $909M.
- 1,489 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2022, down from 1,533 in Q2 2022.
- Funds reported $63.8B of iShares Core US Aggregate Bond ETF stock for Q3 2022, down 5.7% quarter-over-quarter.
- 116 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2022 and 135 closed out, a net change of -19 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2022 was Raymond James & Associates, an estimated $620M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2022 was United Capital Financial Advisors, an estimated $909M sold.
Based on aggregated 13F filings for Q3 2022.