iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
61 hedge funds and large institutions have $103M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 60 → 61 (+1)
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
16.56% less ownership
Funds ownership: 84.79% → 68.23% (-17%)
24% less capital invested
Capital invested by funds: $135M → $103M (-$31.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.88M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.29M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.18M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$633K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$608K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.9M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$11.5M |
| 3 |
AssetMark Inc
Concord,
California
|
-$5.81M |
| 4 |
Morgan Stanley
New York
|
-$4.57M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.67M |
AGGM Hedge Fund Activity: Q2 2023 in Review
61 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q2 2023, worth a combined $103M — down 24% from $135M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AGGM positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 23 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $4.88M. The largest seller was Jane Street, cutting an estimated $13.9M.
- 61 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q2 2023, up from 60 in Q1 2023.
- Funds reported $103M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q2 2023, down 24% quarter-over-quarter.
- 9 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q2 2023 and 7 closed out, a net change of +2 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $4.88M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q2 2023 was Jane Street, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2023.