iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
77 hedge funds and large institutions have $306M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
10% more funds holding
Funds holding: 70 → 77 (+7)
6.13% more ownership
Funds ownership: 66.45% → 72.58% (+6.1%)
4% more capital invested
Capital invested by funds: $295M → $306M (+$11.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19M |
| 2 |
Jane Street
New York
|
+$2.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.36M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$1.85M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$802K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.83M |
| 2 |
AssetMark Inc
Concord,
California
|
-$3.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$972K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$924K |
AGGM Hedge Fund Activity: Q1 2022 in Review
77 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q1 2022, worth a combined $306M — up 3.9% from $295M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AGGM positions and 8 closed out — a net gain of 9 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was Bank of America, cutting an estimated $3.83M.
- 77 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q1 2022, up from 70 in Q4 2021.
- Funds reported $306M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q1 2022, up 3.9% quarter-over-quarter.
- 17 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q1 2022 and 8 closed out, a net change of +9 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $19M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q1 2022 was Bank of America, an estimated $3.83M sold.
Based on aggregated 13F filings for Q1 2022.