iShares Core US Aggregate Bond ETF
AGG
1,767 hedge funds and large institutions have $89B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 747 increasing their positions, 601 reducing their positions, and 98 closing their positions.
192% more first-time investments, than exits
New positions opened: 286 | Existing positions closed: 98
24% more repeat investments, than reductions
Existing positions increased: 747 | Existing positions reduced: 601
12% more capital invested
Capital invested by funds: $79.2B → $89B (+$9.86B)
11% more funds holding in top 10
Funds holding in top 10: 320 → 356 (+36)
10% more funds holding
Funds holding: 1,604 → 1,767 (+163)
0.28% more ownership
Funds ownership: 87.35% → 87.62% (+0.28%)
72% less call options, than puts
Call options by funds: $14.7M | Put options by funds: $53.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$895M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$292M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$282M |
| 4 |
PEGL
P/E Global LLC
Boston,
Massachusetts
|
+$280M |
| 5 |
Morgan Stanley
New York
|
+$269M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$374M |
| 2 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$235M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$223M |
| 4 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$219M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$136M |
AGG Hedge Fund Activity: Q4 2023 in Review
1,767 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2023, worth a combined $89B — up 12% from $79.2B a quarter earlier.
Buyers outnumbered sellers: 286 funds opened new AGG positions and 98 closed out — a net gain of 188 holders — while 747 added to existing stakes and 601 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $895M. The largest seller was Charles Schwab, cutting an estimated $374M.
- 1,767 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2023, up from 1,604 in Q3 2023.
- Funds reported $89B of iShares Core US Aggregate Bond ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 286 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2023 and 98 closed out, a net change of +188 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2023 was Fidelity Investments, an estimated $895M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2023 was Charles Schwab, an estimated $374M sold.
Based on aggregated 13F filings for Q4 2023.