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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
SC
276
Scotia Capital
Ontario, Canada
$27.7M -$1.83M -18,335 -6%
MA
277
Mutual Advisors
Nebraska
$27.5M -$608K -6,095 -2%
AIA
278
Arbor Investment Advisors
North Carolina
$27M +$2.11M +21,122 +9%
UBV
279
United Bank (Virginia)
Virginia
$27M +$26.6M +266,824 New
FBT
280
First Bank & Trust
South Dakota
$27M +$154K +1,539 +0.6%
EBT
281
Enterprise Bank & Trust
Massachusetts
$27M +$986K +9,887 +4%
MCM
282
MV Capital Management
Maryland
$26.6M +$1.01M +10,100 +4%
B
283
Barings
North Carolina
$26.6M -$41.8M -418,496 -61%
HCM
284
Hudson Capital Management
New Jersey
$26.5M +$2.32M +23,224 +10%
PA
285
Parkside Advisors
California
$26.2M +$1.11M +11,125 +4%
TPCW
286
TD Private Client Wealth
New York
$25.9M +$15.9M +159,358 +166%
TW
287
Transform Wealth
Colorado
$25.6M +$778K +7,801 +3%
SC
288
Syon Capital
California
$25.6M +$1.9M +19,038 +8%
GGS
289
Galvin Gaustad & Stein
Arizona
$25.5M +$571K +5,727 +2%
HW
290
Hancock Whitney
Mississippi
$25.4M -$23K -231 -0.1%
FCIM
291
Fairview Capital Investment Management
California
$25.2M +$1.12M +11,235 +5%
Lazard Asset Management
292
Lazard Asset Management
New York
$25.1M
FD
293
Financial Designs
California
$24.5M +$365K +3,661 +2%
BFG
294
Berger Financial Group
Minnesota
$24.4M +$955K +9,575 +4%
MTC
295
Matrix Trust Company
Colorado
$24.2M +$3.15M +31,570 +15%
HWA
296
Heartwood Wealth Advisors
Virginia
$24.2M +$248K +2,489 +1%
EFM
297
Eley Financial Management
Vermont
$24.2M +$2.08M +20,869 +10%
GA
298
Greenspring Advisors
Maryland
$23.9M +$3.4M +34,069 +17%
CFGS
299
Concourse Financial Group Securities
Alabama
$23.8M -$380K -3,804 -2%
SWP
300
Summit Wealth Partners
Florida
$23.6M +$74.7K +749 +0.3%

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.