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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
BAM
126
Brave Asset Management
New Jersey
$65.9M +$1.27M +13,109 +2%
EA
127
Efficient Advisors
Ohio
$64M -$4.46M -46,239 -7%
MWP
128
Meridian Wealth Partners
Pennsylvania
$63.8M +$4.89M +50,628 +8%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$63.6M -$4.42M -45,768 -7%
PFA
130
Professional Financial Advisors
Nebraska
$63.2M +$562K +5,823 +0.9%
NRI
131
NFP Retirement Inc
California
$63.2M +$2.32M +24,056 +4%
BCI
132
Brinker Capital Investments
Pennsylvania
$62.8M -$3.39M -35,143 -5%
OPS
133
Orion Portfolio Solutions
Nebraska
$62.8M -$3.39M -35,143 -5%
GKWIM
134
Gerber Kawasaki Wealth & Investment Management
California
$62M +$58.2M +602,849 +1,689%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$60.3M -$6.06M -62,747 -9%
PA
136
Parallel Advisors
California
$59.4M +$400K +4,140 +0.7%
Comerica Bank
137
Comerica Bank
Texas
$59.4M +$647K +6,698 +1%
FCAM
138
First Citizens Asset Management
North Carolina
$58.4M +$1.31M +13,606 +2%
SHGA
139
Sand Hill Global Advisors
California
$58M -$3.14M -32,525 -5%
FCH
140
Freestone Capital Holdings
Washington
$57.3M +$2.87M +29,756 +5%
FMC
141
First Merchants Corp
Indiana
$56.8M +$127K +1,311 +0.2%
RJT
142
Raymond James Trust
Florida
$56.7M +$2.88M +29,856 +5%
ZB
143
Zions Bancorporation
Utah
$55.4M -$2.79M -28,892 -5%
PP
144
PDS Planning
Ohio
$54.9M +$3.8M +39,403 +7%
JWA
145
JFS Wealth Advisors
Pennsylvania
$54.8M +$853K +8,836 +2%
PWA
146
Provenance Wealth Advisors
Florida
$52.9M +$998K +10,336 +2%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$52.8M +$5.2M +53,876 +11%
AF
148
Affiance Financial
Minnesota
$52.5M +$1.74M +17,978 +3%
BHWM
149
Bar Harbor Wealth Management
New Hampshire
$52.2M +$1.4M +14,489 +3%
BBA
150
BLB&B Advisors
Pennsylvania
$52.2M +$2.77M +28,739 +6%
4 5
6
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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.