iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
75 hedge funds and large institutions have $202M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 19 closing their positions.
3.98% more ownership
Funds ownership: 80.83% → 84.81% (+4%)
10% less funds holding
Funds holding: 83 → 75 (-8)
25% less capital invested
Capital invested by funds: $268M → $202M (-$66M)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
53% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$9.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.33M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$2.07M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.01M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$805K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$60.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.6M |
| 4 |
Jane Street
New York
|
-$1.58M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.48M |
AGGM Hedge Fund Activity: Q1 2024 in Review
75 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q1 2024, worth a combined $202M — down 25% from $268M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of AGGM and 12 opened new positions — a net loss of 7 holders — while 38 trimmed existing stakes and 18 added.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $9.37M. The largest seller was AssetMark Inc, cutting an estimated $60.1M.
- 75 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q1 2024, down from 83 in Q4 2023.
- Funds reported $202M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q1 2024, down 25% quarter-over-quarter.
- 12 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q1 2024 and 19 closed out, a net change of -7 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q1 2024 was Retirement Capital Strategies, an estimated $9.37M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q1 2024 was AssetMark Inc, an estimated $60.1M sold.
Based on aggregated 13F filings for Q1 2024.