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iShares Core US Aggregate Bond ETF
AGG

1,771 hedge funds and large institutions have $96.2B invested in iShares Core US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 804 increasing their positions, 626 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 110

28% more repeat investments, than reductions

Existing positions increased: 804 | Existing positions reduced: 626

6% more capital invested

Capital invested by funds: $91.2B → $96.2B (+$5.05B)

2% more funds holding

Funds holding: 1,742 → 1,771 (+29)

0.06% more ownership

Funds ownership: 87.56% → 87.62% (+0.06%)

4% less funds holding in top 10

Funds holding in top 10: 354 → 339 (-15)

62% less call options, than puts

Call options by funds: $6.46M | Put options by funds: $17M

Holders
1,771
Holders Change
+29
Holders Change %
+1.66%
% of All Funds
25.58%
Holding in Top 10
339
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-4.24%
% of All Funds
4.9%
New
163
Increased
804
Reduced
626
Closed
110
Calls
$6.46M
Puts
$17M
Net Calls
-$10.5M
Net Calls Change
-$33.4M

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.08B
2
JP Morgan Chase
JP Morgan Chase
New York
+$518M
3
SOMRS
State of Michigan Retirement System
Michigan
+$496M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$448M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$436M

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$560M
2
SFA
Sequoia Financial Advisors
Ohio
-$193M
3
DCM
Disciplina Capital Management
Tennessee
-$168M
4
Morgan Stanley
Morgan Stanley
New York
-$161M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$143M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
776
Proficio Capital Partners
Massachusetts
$2.93M -$2.48M -25,670 -46%
AWA
777
Aletheian Wealth Advisors
Washington
$2.92M -$30K -311 -1%
SIAM
778
Sterling Investment Advisors (Missouri)
Missouri
$2.91M -$222K -2,300 -7%
CIS
779
Continental Investors Services
Washington
$2.89M +$145K +1,505 +5%
AA
780
Alesco Advisors
New York
$2.88M -$42.2K -437 -1%
MSAGDF
781
Moneda SA Administradora General de Fondos
Chile
$2.88M +$100K +1,039 +4%
SCA
782
Snowden Capital Advisors
New York
$2.88M +$89.7K +929 +3%
WPW
783
Waldron Private Wealth
Pennsylvania
$2.88M -$260K -2,695 -8%
DCM
784
Donaldson Capital Management
Indiana
$2.87M -$330K -3,422 -10%
SI
785
Saxon Interests
Texas
$2.84M +$51K +528 +2%
First Trust Advisors
786
First Trust Advisors
Illinois
$2.84M -$90.6K -939 -3%
STA
787
Smith Thornton Advisors
Alabama
$2.82M +$2.81M +29,068 New
SMC
788
Smith, Moore & Co
Missouri
$2.81M +$193 +2 +0%
CCA
789
Cobblestone Capital Advisors
New York
$2.81M -$118K -1,218 -4%
SAF
790
Smith Anglin Financial
Texas
$2.78M +$199K +2,065 +8%
AMG
791
Asset Management Group
Connecticut
$2.77M -$3.86K -40 -0.1%
OCM
792
One Capital Management
California
$2.72M +$9.65K +100 +0.4%
FPW
793
Flagship Private Wealth
Massachusetts
$2.72M +$294K +3,046 +12%
CA
794
CGN Advisors
Kansas
$2.72M +$201K +2,080 +8%
DC
795
Davenport & Co
Virginia
$2.71M -$30.3K -314 -1%
KA
796
Kovack Advisors
Florida
$2.7M +$2.69M +27,852 New
CTWM
797
Cherry Tree Wealth Management
Minnesota
$2.68M -$413K -4,283 -13%
MWA
798
Merkkuri Wealth Advisors
New York
$2.67M +$2.65M +27,491 New
GLA
799
Good Life Advisors
Pennsylvania
$2.65M +$2.06M +21,351 +361%
VFG
800
Victory Financial Group
Texas
$2.65M +$2.63M +27,255 New
30 31
32
33 34

AGG Hedge Fund Activity: Q2 2024 in Review

1,771 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2024, worth a combined $96.2B — up 5.5% from $91.2B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new AGG positions and 110 closed out — a net gain of 53 holders — while 804 added to existing stakes and 626 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $2.08B. The largest seller was Global Assets Advisory, cutting an estimated $560M.

  • 1,771 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2024, up from 1,742 in Q1 2024.
  • Funds reported $96.2B of iShares Core US Aggregate Bond ETF stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 163 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2024 and 110 closed out, a net change of +53 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q2 2024 was Jones Financial Companies, an estimated $2.08B added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q2 2024 was Global Assets Advisory, an estimated $560M sold.

Based on aggregated 13F filings for Q2 2024.