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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
CFP
826
Cascade Financial Partners
California
$2.33M -$676 -7 -0%
LC
827
LCNB Corp
Ohio
$2.32M +$21.1K +219 +0.9%
CWM
828
C2C Wealth Management
Arizona
$2.32M – – –
Retirement Systems of Alabama
829
Retirement Systems of Alabama
Alabama
$2.31M +$196K +2,027 +9%
MWPCG
830
Measured Wealth Private Client Group
New Hampshire
$2.28M -$2.94M -30,414 -56%
MAWA
831
Moss Adams Wealth Advisors
Washington
$2.26M -$105K -1,089 -4%
AO
832
Advisor OS
Illinois
$2.25M -$2.03K -21 -0.1%
SFA
833
Source Financial Advisors
New York
$2.24M -$2.88M -29,854 -56%
DWP
834
Daymark Wealth Partners
Ohio
$2.22M +$701K +7,266 +47%
CW
835
Cooksen Wealth
Texas
$2.2M -$60.5K -627 -3%
FSA
836
Financial Sense Advisors
California
$2.2M -$7.13M -73,833 -76%
HSA
837
HBK Sorce Advisory
Pennsylvania
$2.19M +$6.95K +72 +0.3%
BIA
838
Bigelow Investment Advisors
Maine
$2.16M +$179K +1,855 +9%
SSB
839
Sandy Spring Bank
Maryland
$2.16M +$98.3K +1,018 +5%
WFA
840
Wells Financial Advisors
Massachusetts
$2.16M -$111K -1,151 -5%
RJTCONH
841
Raymond James Trust Company of New Hampshire
New Hampshire
$2.15M +$78.7K +815 +4%
TA
842
TFB Advisors
Kansas
$2.14M +$264K +2,736 +14%
WCM
843
Wealthcare Capital Management
Virginia
$2.14M -$410K -4,244 -16%
WSFS
844
Wilmington Savings Fund Society
Delaware
$2.14M – – –
CCM
845
Canal Capital Management
Virginia
$2.14M -$2.87M -29,733 -57%
RL
846
Retireful LLC
Michigan
$2.14M +$2.13M +22,034 New
SW
847
SlateStone Wealth
Florida
$2.13M -$100K -1,041 -5%
DWA
848
Delos Wealth Advisors
Texas
$2.12M +$123K +1,275 +6%
FSG
849
Financial Strategies Group
Michigan
$2.12M -$55.2K -572 -3%
NAM
850
NTV Asset Management
West Virginia
$2.1M +$1.35M +13,995 +183%
32 33
34
35 36

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.