iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
59 hedge funds and large institutions have $105M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 14 closing their positions.
11.45% less ownership
Funds ownership: 80.42% → 68.97% (-11%)
16% less funds holding
Funds holding: 70 → 59 (-11)
19% less capital invested
Capital invested by funds: $130M → $105M (-$24.5M)
29% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 24
71% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.32M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
+$2.07M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$680K |
| 4 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
+$514K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$451K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.8M |
| 2 |
Jane Street
New York
|
-$1.86M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$450K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$384K |
| 5 |
OFS
Oldfather Financial Services
Kearney,
Nebraska
|
-$251K |
AGGM Hedge Fund Activity: Q3 2022 in Review
59 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q3 2022, worth a combined $105M — down 19% from $130M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AGGM and 4 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 17 added.
The largest buyer was Citadel Advisors, adding an estimated $5.32M. The largest seller was Morgan Stanley, cutting an estimated $22.8M.
- 59 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q3 2022, down from 70 in Q2 2022.
- Funds reported $105M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q3 2022, down 19% quarter-over-quarter.
- 4 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q3 2022 and 14 closed out, a net change of -10 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q3 2022 was Citadel Advisors, an estimated $5.32M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q3 2022 was Morgan Stanley, an estimated $22.8M sold.
Based on aggregated 13F filings for Q3 2022.