iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
71 hedge funds and large institutions have $182M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
0.59% less ownership
Funds ownership: 84.81% → 84.22% (-0.59%)
5% less funds holding
Funds holding: 75 → 71 (-4)
10% less capital invested
Capital invested by funds: $202M → $182M (-$20.3M)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.72M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.02M |
| 3 |
KOCAA
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
+$673K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$562K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$9.36M |
| 2 |
Jane Street
New York
|
-$4.13M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.01M |
| 4 |
AssetMark Inc
Concord,
California
|
-$2.19M |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$1.97M |
AGGM Hedge Fund Activity: Q2 2024 in Review
71 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q2 2024, worth a combined $182M — down 10% from $202M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of AGGM and 7 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 27 added.
The largest buyer was Morgan Stanley, adding an estimated $2.72M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $9.36M sold.
- 71 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q2 2024, down from 75 in Q1 2024.
- Funds reported $182M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q2 2024, down 10% quarter-over-quarter.
- 7 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $2.72M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $9.36M sold.
Based on aggregated 13F filings for Q2 2024.