iShares Core US Aggregate Bond ETF
AGG
1,747 hedge funds and large institutions have $91.1B invested in iShares Core US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 830 increasing their positions, 612 reducing their positions, and 130 closing their positions.
714% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $3.21M
36% more repeat investments, than reductions
Existing positions increased: 830 | Existing positions reduced: 612
5% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 130
2% more capital invested
Capital invested by funds: $89B → $91.1B (+$2.11B)
1% less funds holding in top 10
Funds holding in top 10: 356 → 354 (-2)
0.6% less ownership
Funds ownership: 87.62% → 87.02% (-0.6%)
1% less funds holding
Funds holding: 1,767 → 1,747 (-20)
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 |
Wells Fargo
San Francisco,
California
|
+$391M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$292M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$754M |
| 2 |
PEGL
P/E Global LLC
Boston,
Massachusetts
|
-$610M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$349M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$267M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$238M |
AGG Hedge Fund Activity: Q1 2024 in Review
1,747 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q1 2024, worth a combined $91.1B — up 2.4% from $89B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new AGG positions and 130 closed out — a net gain of 6 holders — while 830 added to existing stakes and 612 trimmed.
The largest buyer was Betterment LLC, adding an estimated $784M. The largest seller was Fidelity Investments, cutting an estimated $754M.
- 1,747 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q1 2024, down from 1,767 in Q4 2023.
- Funds reported $91.1B of iShares Core US Aggregate Bond ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
- 136 funds opened new iShares Core US Aggregate Bond ETF positions in Q1 2024 and 130 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 Fidelity Investments, an estimated $754M sold.
Based on aggregated 13F filings for Q1 2024.