iShares 1-10 Year U.S. Aggregate Bond ETF
AGGM
79 hedge funds and large institutions have $170M invested in iShares 1-10 Year U.S. Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
8% more funds holding
Funds holding: 73 → 79 (+6)
1.85% less ownership
Funds ownership: 82.91% → 81.06% (-1.8%)
9% less capital invested
Capital invested by funds: $186M → $170M (-$16M)
30% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$2.89M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.11M |
| 3 |
BSB
Bangor Savings Bank
Bangor,
Maine
|
+$1.02M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$631K |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
+$549K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.92M |
| 3 |
AssetMark Inc
Concord,
California
|
-$2.17M |
| 4 |
Jane Street
New York
|
-$608K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$328K |
AGGM Hedge Fund Activity: Q4 2024 in Review
79 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) for Q4 2024, worth a combined $170M — down 8.6% from $186M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AGGM positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 33 trimmed.
The largest buyer was Marcum Wealth, opening a new position worth an estimated $2.89M. The largest seller was JP Morgan Chase, cutting an estimated $13.4M.
- 79 institutional investors held iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) as of Q4 2024, up from 73 in Q3 2024.
- Funds reported $170M of iShares 1-10 Year U.S. Aggregate Bond ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
- 13 funds opened new iShares 1-10 Year U.S. Aggregate Bond ETF positions in Q4 2024 and 7 closed out, a net change of +6 holders.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF buyer in Q4 2024 was Marcum Wealth, an estimated $2.89M added.
- The largest iShares 1-10 Year U.S. Aggregate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2024.