iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
83 hedge funds and large institutions have $268M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 20 closing their positions.
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
1% less funds holding
Funds holding: 84 → 83 (-1)
3.17% less ownership
Funds ownership: 84% → 80.83% (-3.2%)
11% less capital invested
Capital invested by funds: $303M → $268M (-$34.7M)
46% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.34M |
| 3 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
+$1.09M |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$981K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$818K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$27.4M |
| 2 |
AssetMark Inc
Concord,
California
|
-$9.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.87M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$3.46M |
| 5 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$2.56M |
AGGM Hedge Fund Activity: Q4 2023 in Review
83 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2023, worth a combined $268M — down 11% from $303M a quarter earlier.
Fund positioning in AGGM was balanced in Q4 2023: 20 funds opened new positions, 20 closed out, 19 added to existing stakes and 35 trimmed.
The largest buyer was US Bancorp, adding an estimated $2.95M. The largest seller was JP Morgan Chase, cutting an estimated $27.4M.
- 83 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2023, down from 84 in Q3 2023.
- Funds reported $268M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2023, down 11% quarter-over-quarter.
- 20 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2023 and 20 closed out, a net change of 0 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2023 was US Bancorp, an estimated $2.95M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $27.4M sold.
Based on aggregated 13F filings for Q4 2023.