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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
AT
1826
American Trust
Kentucky
– -$384K -3,926 Closed
WA
1827
Wealthstar Advisors
Texas
– -$375K -3,832 Closed
EWM
1828
Executive Wealth Management
Michigan
– -$370K -3,821 Closed
MM
1829
Meridian Management
Arkansas
– -$363K -3,708 Closed
CB
1830
Cadence Bank
Mississippi
– -$358K -3,657 Closed
CWM
1831
CCG Wealth Management
California
– -$343K -3,501 Closed
PWM
1832
Pacific Wealth Management
California
– -$330K -3,326 Closed
Wealthfront Advisers
1833
Wealthfront Advisers
California
– -$310K -3,166 Closed
KFGK
1834
Keystone Financial Group (Kentucky)
Kentucky
– -$305K -3,114 Closed
CPCM
1835
Cardinal Point Capital Management
Ontario, Canada
– -$300K -3,065 Closed
TWG
1836
The Wealth Group
Minnesota
– -$292K -3,036 Closed
TI
1837
tru Independence
Oregon
– -$287K -2,927 Closed
AGP
1838
Autumn Glory Partners
Texas
– -$284K -2,903 Closed
GA
1839
Gordian Advisors
Arizona
– -$278K -2,839 Closed
BAM
1840
BOS Asset Management
Illinois
– -$273K -2,783 Closed
FA
1841
Fiduciary Alliance
South Carolina
– -$256K -2,639 Closed
PWA
1842
Pillar Wealth Advisors
Pennsylvania
– -$254K -2,593 Closed
KWM
1843
Kaydan Wealth Management
Michigan
– -$251K -2,559 Closed
LSIA
1844
LaSalle St. Investment Advisors
Illinois
– -$248K -2,508 Closed
JWM
1845
Jessup Wealth Management
Ohio
– -$245K -2,499 Closed
OCFG
1846
O'Connor Financial Group
Illinois
– -$244K -2,492 Closed
CWS
1847
Confluence Wealth Services
Pennsylvania
– -$241K -2,463 Closed
BA
1848
Brightwater Advisory
Florida
– -$235K -2,400 Closed
DWM
1849
Darwin Wealth Management
Florida
– -$227K -2,320 Closed
GRA
1850
Golden Road Advisors
Florida
– -$225K -2,300 Closed
72 73
74
75 76

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.