iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
60 hedge funds and large institutions have $135M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.
16% more capital invested
Capital invested by funds: $116M → $135M (+$18.5M)
14.09% more ownership
Funds ownership: 70.71% → 84.79% (+14%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
3% less funds holding
Funds holding: 62 → 60 (-2)
23% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$11.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$11.1M |
| 3 |
Jane Street
New York
|
+$4.35M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.67M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.65M |
| 2 |
GAB
German American Bancorp
Jasper,
Indiana
|
-$7.52M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.94M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.41M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$326K |
AGGM Hedge Fund Activity: Q1 2023 in Review
60 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q1 2023, worth a combined $135M — up 16% from $116M a quarter earlier.
Fund positioning in AGGM was balanced in Q1 2023: 9 funds opened new positions, 9 closed out, 17 added to existing stakes and 22 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $11.5M. The largest seller was Bank of America, cutting an estimated $9.65M.
- 60 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q1 2023, down from 62 in Q4 2022.
- Funds reported $135M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 9 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q1 2023 and 9 closed out, a net change of 0 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q1 2023 was Allworth Financial, an estimated $11.5M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q1 2023 was Bank of America, an estimated $9.65M sold.
Based on aggregated 13F filings for Q1 2023.