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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
SWA
351
Stratos Wealth Advisors
Ohio
$18.6M -$1.6M -15,996 -8%
SWP
352
Stratos Wealth Partners
Ohio
$18.5M +$767K +7,684 +4%
SF
353
Summit Financial
New Jersey
$18.4M +$5.3M +53,086 +41%
CAM
354
Cresset Asset Management
Illinois
$18.3M -$721K -7,223 -4%
LFAS
355
Level Four Advisory Services
Texas
$18.3M +$892K +8,941 +5%
SFA
356
Sequoia Financial Advisors
Ohio
$18.3M -$4.4M -44,070 -20%
SCM
357
Sheridan Capital Management
California
$18.3M -$87.3K -875 -0.5%
IWM
358
IHT Wealth Management
Illinois
$17.8M +$1.32M +13,273 +8%
LL
359
LPWM LLC
Minnesota
$17.7M +$1.15M +11,496 +7%
FIM
360
Freedom Investment Management
Connecticut
$17.5M +$614K +6,151 +4%
SCI
361
Silver Coast Investments
United States
$17.4M +$517K +5,179 +3%
HCC
362
Hirtle Callaghan & Co
Pennsylvania
$17.3M
RW
363
Regimen Wealth
Georgia
$17.3M +$347K +3,480 +2%
RCS
364
Retirement Capital Strategies
California
$17.3M +$17M +170,388 New
FAIM
365
Financial Advocates Investment Management
Washington
$17.2M +$278K +2,786 +2%
GSWM
366
Greenup Street Wealth Management
Michigan
$17.2M +$457K +4,579 +3%
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$17.1M +$1.47M +14,719 +10%
PIMG
368
Patriot Investment Management Group
Tennessee
$17M +$928K +9,302 +6%
PFS
369
Prospera Financial Services
Texas
$17M +$2M +20,022 +14%
TWM
370
Tanager Wealth Management
United Kingdom
$17M +$2.04M +20,469 +14%
WPW
371
Watershed Private Wealth
Illinois
$17M +$4.05M +40,623 +32%
WT
372
Washington Trust
Rhode Island
$16.9M +$267K +2,681 +2%
SA
373
Skyline Advisors
Washington
$16.8M +$4.19K +42 +0%
PWP
374
PrairieView Wealth Partners
Illinois
$16.8M +$12.1M +121,485 +275%
MW
375
Marcum Wealth
Ohio
$16.8M +$774K +7,756 +5%

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.