iShares Core US Aggregate Bond ETF
AGG
1,762 hedge funds and large institutions have $91.9B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 746 increasing their positions, 600 reducing their positions, and 98 closing their positions.
189% more first-time investments, than exits
New positions opened: 283 | Existing positions closed: 98
24% more repeat investments, than reductions
Existing positions increased: 746 | Existing positions reduced: 600
16% more capital invested
Capital invested by funds: $79.4B → $91.9B (+$12.5B)
11% more funds holding in top 10
Funds holding in top 10: 320 → 356 (+36)
10% more funds holding
Funds holding: 1,602 → 1,762 (+160)
2.9% more ownership
Funds ownership: 87.56% → 90.46% (+2.9%)
72% less call options, than puts
Call options by funds: $14.7M | Put options by funds: $53.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.92B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$895M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$292M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$282M |
| 5 |
PEGL
P/E Global LLC
Boston,
Massachusetts
|
+$280M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$374M |
| 2 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$235M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$223M |
| 4 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$219M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$136M |
AGG Hedge Fund Activity: Q4 2023 in Review
1,762 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2023, worth a combined $91.9B — up 16% from $79.4B a quarter earlier.
Buyers outnumbered sellers: 283 funds opened new AGG positions and 98 closed out — a net gain of 185 holders — while 746 added to existing stakes and 600 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.92B. The largest seller was Charles Schwab, cutting an estimated $374M.
- 1,762 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2023, up from 1,602 in Q3 2023.
- Funds reported $91.9B of iShares Core US Aggregate Bond ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 283 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2023 and 98 closed out, a net change of +185 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.92B added.
- The largest iShares Core US Aggregate Bond ETF seller in Q4 2023 was Charles Schwab, an estimated $374M sold.
Based on aggregated 13F filings for Q4 2023.