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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
HI
326
Hudock Inc
Pennsylvania
$20.8M -$313K -3,134 -2%
AF
327
Advisornet Financial
Minnesota
$20.7M +$4.76M +47,700 +30%
SW
328
SVB Wealth
Massachusetts
$20.7M -$53.6M -537,575 -72%
MWM
329
Modera Wealth Management
New Jersey
$20.5M +$243K +2,440 +1%
BCWM
330
Bartlett & Co Wealth Management
Ohio
$20.3M -$1.98M -19,876 -9%
AG
331
Ascent Group
Virginia
$20.2M -$734K -7,362 -4%
MSFS
332
Main Street Financial Solutions
Pennsylvania
$20.2M +$246K +2,462 +1%
WI
333
WrapManager Inc
California
$20.1M +$2.82M +28,225 +17%
NIM
334
NEOS Investment Management
Connecticut
$20.1M +$14.1M +141,014 +244%
AFG
335
Atomi Financial Group
New York
$20M -$342K -3,427 -2%
Brown Advisory
336
Brown Advisory
Maryland
$19.9M +$1.54M +15,419 +8%
MAM
337
Madison Asset Management
Wisconsin
$19.9M -$235K -2,354 -1%
WC
338
Waterloo Capital
Texas
$19.8M +$7.33M +73,489 +60%
FIA
339
Foundations Investment Advisors
Arizona
$19.7M +$10.3M +103,427 +114%
SFSG
340
Sound Financial Strategies Group
Mississippi
$19.6M -$929K -9,307 -5%
PFPT
341
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.5M +$9.74M +97,576 +103%
CAMG
342
CWA Asset Management Group
Florida
$19.1M +$18.8M +188,773 New
TBC
343
Ted Buchan & Co
California
$19.1M +$2.16M +21,646 +13%
CGFA
344
Colton Groome Financial Advisors
North Carolina
$19.1M -$414K -4,152 -2%
Financial Engines Advisors
345
Financial Engines Advisors
California
$18.9M -$853K -8,553 -4%
SPC
346
Sigma Planning Corp
Michigan
$18.9M +$1.98M +19,830 +12%
BA
347
Ballast Advisors
Minnesota
$18.8M +$276K +2,764 +2%
VAS
348
Vestmark Advisory Solutions
Massachusetts
$18.7M +$525K +5,260 +3%
CFP
349
Catalyst Financial Partners
Massachusetts
$18.7M +$1.11M +11,121 +6%
VCA
350
Verdence Capital Advisors
Maryland
$18.6M +$1.9M +18,995 +12%

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.