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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.08B |
| 2 |
JP Morgan Chase
New York
|
+$518M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$496M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$448M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$436M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$560M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$193M |
| 3 |
DCM
Disciplina Capital Management
Nashville,
Tennessee
|
-$168M |
| 4 |
Morgan Stanley
New York
|
-$161M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$143M |
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.