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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
VWA
301
Visionary Wealth Advisors
Illinois
$23.5M +$196K +1,963 +0.9%
BCG
302
BayBridge Capital Group
California
$23.4M +$1.59M +15,897 +7%
LL
303
LWMG LLC
Minnesota
$23.3M +$12.9M +129,540 +129%
BDF
304
Black Diamond Financial
Maryland
$22.8M +$2.86M +28,620 +15%
IGAM
305
iA Global Asset Management
Quebec, Canada
$22.7M +$12.4M +124,700 +126%
MG
306
Mather Group
Illinois
$22.6M +$12.5M +125,677 +129%
SFA
307
Souders Financial Advisors
Ohio
$22.5M -$2.93M -29,344 -12%
UW
308
Unique Wealth
Florida
$22.4M +$5.59M +56,030 +34%
CBT
309
Central Bank & Trust
Kentucky
$22.3M -$1.57M -15,771 -7%
BOH
310
Bank of Hawaii
Hawaii
$22.2M -$9.12M -91,382 -29%
ASN
311
Advisory Services Network
Georgia
$22.1M
LSC
312
Logan Stone Capital
Illinois
$22M +$21.7M +217,500 New
CC
313
Cultivar Capital
Texas
$22M +$788K +7,897 +4%
TWA
314
TCI Wealth Advisors
Arizona
$22M -$77.4K -776 -0.4%
BIAS
315
Beacon Investment Advisory Services
New Jersey
$21.8M +$1.59M +15,941 +8%
AWM
316
Ameliora Wealth Management
Switzerland
$21.8M +$6.83M +68,438 +47%
ACP
317
Aveo Capital Partners
Colorado
$21.7M +$6.28M +62,943 +41%
DT
318
Diversified Trust
Tennessee
$21.6M +$1.83M +18,305 +9%
OWA
319
Octavia Wealth Advisors
Ohio
$21.6M +$4.59M +46,004 +28%
LFS
320
Lutz Financial Services
Nebraska
$21.3M +$219K +2,200 +1%
BC
321
Bowman & Company
Wisconsin
$21.2M -$20.5K -205 -0.1%
SFG
322
Snider Financial Group
Washington
$21.2M +$214K +2,145 +1%
OBWG
323
Onyx Bridge Wealth Group
New York
$21.1M +$1.08M +10,817 +5%
VA
324
Valmark Advisers
Ohio
$21M +$333K +3,337 +2%
PWM
325
Partnership Wealth Management
Maryland
$20.9M +$20.5M +205,968 New

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.