iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
70 hedge funds and large institutions have $295M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
4% more funds holding
Funds holding: 67 → 70 (+3)
1.27% more ownership
Funds ownership: 65.18% → 66.45% (+1.3%)
3% more capital invested
Capital invested by funds: $286M → $295M (+$8.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$4.9M |
| 2 |
Jane Street
New York
|
+$3.3M |
| 3 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$3.05M |
| 4 |
Morgan Stanley
New York
|
+$2.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.34M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.92M |
| 3 |
AFG
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
-$1.67M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$1.61M |
| 5 |
Bank of New York Mellon
New York
|
-$1.31M |
AGGM Hedge Fund Activity: Q4 2021 in Review
70 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2021, worth a combined $295M — up 3% from $286M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AGGM positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 22 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $4.9M. The largest seller was Citadel Advisors, cutting an estimated $6.34M.
- 70 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2021, up from 67 in Q3 2021.
- Funds reported $295M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2021, up 3% quarter-over-quarter.
- 12 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2021 and 8 closed out, a net change of +4 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2021 was AssetMark Inc, an estimated $4.9M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $6.34M sold.
Based on aggregated 13F filings for Q4 2021.