iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
65 hedge funds and large institutions have $271M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.
177% more capital invested
Capital invested by funds: $97.8M → $271M (+$173M)
42.64% more ownership
Funds ownership: 55.45% → 98.09% (+43%)
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 64 → 65 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$149M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.4M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$5.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOCAA
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
-$621K |
| 2 |
Goldman Sachs
New York
|
-$505K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$460K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$380K |
| 5 |
Jane Street
New York
|
-$350K |
AGGM Hedge Fund Activity: Q1 2021 in Review
65 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q1 2021, worth a combined $271M — up 177% from $97.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AGGM positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $149M. The largest seller was Knights of Columbus Asset Advisors, cutting an estimated $621K.
- 65 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q1 2021, up from 64 in Q4 2020.
- Funds reported $271M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q1 2021, up 177% quarter-over-quarter.
- 9 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q1 2021 and 7 closed out, a net change of +2 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $149M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q1 2021 was Knights of Columbus Asset Advisors, an estimated $621K sold.
Based on aggregated 13F filings for Q1 2021.