iShares Core US Aggregate Bond ETF
AGG
1,635 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 763 increasing their positions, 575 reducing their positions, and 90 closing their positions.
1,205% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $1.1M
44% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 90
33% more repeat investments, than reductions
Existing positions increased: 763 | Existing positions reduced: 575
6% more capital invested
Capital invested by funds: $75B → $79.3B (+$4.3B)
2% more funds holding in top 10
Funds holding in top 10: 307 → 312 (+5)
1% more funds holding
Funds holding: 1,616 → 1,635 (+19)
1.11% more ownership
Funds ownership: 85.12% → 86.23% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$753M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$745M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$513M |
| 4 |
BlackRock
New York
|
+$316M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$307M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$155M |
| 2 |
Jane Street
New York
|
-$146M |
| 3 |
Morgan Stanley
New York
|
-$137M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$83.8M |
| 5 |
IAIM
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
-$77.9M |
AGG Hedge Fund Activity: Q2 2023 in Review
1,635 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2023, worth a combined $79.3B — up 5.7% from $75B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new AGG positions and 90 closed out — a net gain of 40 holders — while 763 added to existing stakes and 575 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $753M. The largest seller was Toronto Dominion Bank, exiting entirely with an estimated $155M sold.
- 1,635 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2023, up from 1,616 in Q1 2023.
- Funds reported $79.3B of iShares Core US Aggregate Bond ETF stock for Q2 2023, up 5.7% quarter-over-quarter.
- 130 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2023 and 90 closed out, a net change of +40 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $753M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q2 2023 was Toronto Dominion Bank, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2023.