iShares Core US Aggregate Bond ETF
AGG
1,742 hedge funds and large institutions have $91.2B invested in iShares Core US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 824 increasing their positions, 614 reducing their positions, and 129 closing their positions.
714% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $3.21M
34% more repeat investments, than reductions
Existing positions increased: 824 | Existing positions reduced: 614
5% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 129
1% less funds holding in top 10
Funds holding in top 10: 356 → 354 (-2)
1% less capital invested
Capital invested by funds: $91.9B → $91.2B (-$708M)
1% less funds holding
Funds holding: 1,762 → 1,742 (-20)
2.9% less ownership
Funds ownership: 90.46% → 87.56% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$784M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$675M |
| 3 |
Goldman Sachs
New York
|
+$584M |
| 4 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$569M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$391M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.81B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$754M |
| 3 |
PEGL
P/E Global LLC
Boston,
Massachusetts
|
-$610M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$349M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$267M |
AGG Hedge Fund Activity: Q1 2024 in Review
1,742 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2024, worth a combined $91.2B — down 0.77% from $91.9B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new AGG positions and 129 closed out — a net gain of 6 holders — while 824 added to existing stakes and 614 trimmed.
The largest buyer was Betterment LLC, adding an estimated $784M. The largest seller was Morgan Stanley, cutting an estimated $2.81B.
- 1,742 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2024, down from 1,762 in Q4 2023.
- Funds reported $91.2B of iShares Core US Aggregate Bond ETF stock for Q1 2024, down 0.77% quarter-over-quarter.
- 135 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2024 and 129 closed out, a net change of +6 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q1 2024 was Betterment LLC, an estimated $784M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.81B sold.
Based on aggregated 13F filings for Q1 2024.