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iShares Core US Aggregate Bond ETF

1,791 hedge funds and large institutions have $105B invested in iShares Core US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 912 increasing their positions, 539 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 912 | Existing positions reduced: 539

47% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 104

9% more capital invested

Capital invested by funds: $96.2B → $105B (+$8.87B)

6% more funds holding in top 10

Funds holding in top 10: 339358 (+19)

1% more funds holding

Funds holding: 1,7711,791 (+20)

0.79% more ownership

Funds ownership: 87.62%88.41% (+0.79%)

79% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $55.5M

Holders
1,791
Holders Change
+20
Holders Change %
+1.13%
% of All Funds
25.72%
Holding in Top 10
358
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+5.6%
% of All Funds
5.14%
New
153
Increased
912
Reduced
539
Closed
104
Calls
$11.4M
Puts
$55.5M
Net Calls
-$44.1M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
251
Founders Financial Securities
Maryland
$30.6M +$11.6M +116,703 +63%
COI
252
Connable Office Inc
Michigan
$30.6M +$287K +2,880 +1%
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$30.5M +$1.54M +15,445 +5%
WFS
254
Walker Financial Services
Kentucky
$30.3M +$4.2M +42,049 +16%
FHB
255
First Hawaiian Bank
Hawaii
$30.3M +$302K +3,030 +1%
CIP
256
Capital Insight Partners
Arizona
$29.9M -$2.98M -29,897 -9%
KOC
257
Koss-Olinger Consulting
Florida
$29.9M +$1.12M +11,253 +4%
LI
258
LVZ Inc
Michigan
$29.9M -$985K -9,868 -3%
FHA
259
Flagship Harbor Advisors
Massachusetts
$29.8M +$6.62M +66,377 +29%
SWM
260
Shakespeare Wealth Management
Wisconsin
$29.8M +$1.57M +15,695 +6%
HI
261
Horizon Investments
North Carolina
$29.7M +$12.3M +123,440 +72%
FSC
262
Full Sail Capital
Oklahoma
$29.7M +$344K +3,447 +1%
PP
263
Passaic Partners
New Jersey
$29.7M +$1.79M +17,892 +6%
TCM
264
TD Capital Management
Tennessee
$29.6M -$738K -7,397 -2%
PWM
265
Perigon Wealth Management
California
$29.4M +$3.92M +39,267 +16%
PA
266
Parallel Advisors
California
$29.3M -$32.1M -322,236 -53%
RSWM
267
Robertson Stephens Wealth Management
California
$28.5M +$1.55M +15,574 +6%
GBI
268
GP Brinson Investments
Illinois
$28.4M
MMA
269
Miracle Mile Advisors
California
$28.3M +$5.55M +55,673 +25%
ST
270
Smithfield Trust
Pennsylvania
$28.2M +$4.85M +48,570 +21%
WANY
271
Wealthspire Advisors (New York)
New York
$28.2M +$10.4M +104,029 +60%
GFWA
272
Grey Fox Wealth Advisors
Delaware
$28.1M +$11.1M +110,930 +67%
FFA
273
First Foundation Advisors
California
$28M +$2.45M +24,589 +10%
RFC
274
Regions Financial Corp
Alabama
$28M +$158K +1,587 +0.6%
FHC
275
Fort Henry Capital
West Virginia
$27.8M +$4.16M +41,709 +18%

AGG Hedge Fund Activity: Q3 2024 in Review

1,791 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2024, worth a combined $105B — up 9.2% from $96.2B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AGG positions and 104 closed out — a net gain of 49 holders — while 912 added to existing stakes and 539 trimmed.

The largest buyer was Arizona Public Safety Personnel Retirement System (PSPRS) Trust, opening a new position worth an estimated $811M. The largest seller was Wells Fargo, cutting an estimated $721M.

  • 1,791 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2024, up from 1,771 in Q2 2024.
  • Funds reported $105B of iShares Core US Aggregate Bond ETF stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 153 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2024 and 104 closed out, a net change of +49 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q3 2024 was Arizona Public Safety Personnel Retirement System (PSPRS) Trust, an estimated $811M added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2024.