iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
70 hedge funds and large institutions have $130M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 18 closing their positions.
7.84% more ownership
Funds ownership: 72.58% → 80.42% (+7.8%)
9% less funds holding
Funds holding: 77 → 70 (-7)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
54% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 28
58% less capital invested
Capital invested by funds: $306M → $130M (-$176M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.4M |
| 2 |
Jane Street
New York
|
+$7.35M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.53M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$876K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$863K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$155M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.3M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$4.85M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.64M |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
-$4.01M |
AGGM Hedge Fund Activity: Q2 2022 in Review
70 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q2 2022, worth a combined $130M — down 58% from $306M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of AGGM and 11 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 13 added.
The largest buyer was Morgan Stanley, adding an estimated $30.4M. The largest seller was AssetMark Inc, cutting an estimated $155M.
- 70 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q2 2022, down from 77 in Q1 2022.
- Funds reported $130M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q2 2022, down 58% quarter-over-quarter.
- 11 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q2 2022 and 18 closed out, a net change of -7 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $30.4M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q2 2022 was AssetMark Inc, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2022.