iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
84 hedge funds and large institutions have $303M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
194% more capital invested
Capital invested by funds: $103M → $303M (+$200M)
38% more funds holding
Funds holding: 61 → 84 (+23)
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
15.77% more ownership
Funds ownership: 68.23% → 84% (+16%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $430K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$105M |
| 2 |
JP Morgan Chase
New York
|
+$54.8M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$18.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.2M |
| 5 |
Jane Street
New York
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.91M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.69M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$461K |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$401K |
| 5 |
WT
Whittier Trust
South Pasadena,
California
|
-$346K |
AGGM Hedge Fund Activity: Q3 2023 in Review
84 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q3 2023, worth a combined $303M — up 194% from $103M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AGGM positions and 5 closed out — a net gain of 24 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $6.91M.
- 84 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q3 2023, up from 61 in Q2 2023.
- Funds reported $303M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q3 2023, up 194% quarter-over-quarter.
- 29 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q3 2023 and 5 closed out, a net change of +24 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q3 2023 was AssetMark Inc, an estimated $105M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q3 2023 was Morgan Stanley, an estimated $6.91M sold.
Based on aggregated 13F filings for Q3 2023.