iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
62 hedge funds and large institutions have $116M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
10% more capital invested
Capital invested by funds: $105M → $116M (+$10.7M)
5% more funds holding
Funds holding: 59 → 62 (+3)
1.73% more ownership
Funds ownership: 68.97% → 70.71% (+1.7%)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 2 |
GAB
German American Bancorp
Jasper,
Indiana
|
+$7.65M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.58M |
| 4 |
Jane Street
New York
|
+$1.51M |
| 5 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.89M |
| 2 |
Morgan Stanley
New York
|
-$3.37M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$2.32M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.84M |
| 5 |
TP
Tranquility Partners
Brentwood,
Tennessee
|
-$365K |
AGGM Hedge Fund Activity: Q4 2022 in Review
62 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2022, worth a combined $116M — up 10% from $105M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AGGM positions and 10 closed out — a net gain of 3 holders — while 17 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.89M sold.
- 62 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2022, up from 59 in Q3 2022.
- Funds reported $116M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2022, up 10% quarter-over-quarter.
- 13 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2022 and 10 closed out, a net change of +3 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2022 was Bank of America, an estimated $10.6M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2022 was Citadel Advisors, an estimated $5.89M sold.
Based on aggregated 13F filings for Q4 2022.