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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
CFFNO
376
Common Fund For Nonprofit Organizations
Connecticut
$16.8M +$10.7M +107,251 +184%
GWSG
377
GPS Wealth Strategies Group
Colorado
$16.7M +$16.1M +161,744 +4,536%
TCBWMS
378
Texas Capital Bank Wealth Management Services
Texas
$16.7M +$3.57M +35,786 +28%
ACM
379
Agincourt Capital Management
Virginia
$16.6M +$67.3K +675 +0.4%
CCT
380
Chemung Canal Trust
New York
$16.6M +$957K +9,590 +6%
Schroder Investment Management Group
381
Schroder Investment Management Group
United Kingdom
$16.6M -$11.1M -111,563 -41%
CAL
382
Capital Analysts LLC
Pennsylvania
$16.5M -$906K -9,085 -5%
CL
383
Choreo LLC
Illinois
$16.4M +$426K +4,268 +3%
JJBC
384
James J. Burns & Company
New York
$16.4M +$382K +3,826 +2%
PCA
385
Peddock Capital Advisors
Massachusetts
$16.4M +$92.6K +928 +0.6%
PFA
386
Pure Financial Advisors
California
$16.3M -$701K -7,029 -4%
FTA
387
Financial & Tax Architects
Missouri
$16.2M -$1.3M -12,984 -8%
LBC
388
Lowe Brockenbrough & Co
Virginia
$16.2M +$6.78M +67,960 +74%
LAM
389
Lifestyle Asset Management
Texas
$15.9M +$8.23M +82,538 +111%
AIA
390
Alera Investment Advisors
Illinois
$15.8M +$40.4K +405 +0.3%
MA
391
Marquette Associates
Illinois
$15.6M
TIA
392
Tiemann Investment Advisors
California
$15.5M +$218K +2,187 +1%
AWM
393
AE Wealth Management
Kansas
$15.4M +$3.49K +35 +0%
BWM
394
Boyd Wealth Management
California
$15.1M -$1.5M -15,073 -9%
PCP
395
Proficio Capital Partners
Massachusetts
$15M +$11.8M +118,459 +393%
ISWM
396
Independent Solutions Wealth Management
New York
$15M -$310K -3,110 -2%
Principal Financial Group
397
Principal Financial Group
Iowa
$15M -$632K -6,331 -4%
MBT
398
Montecito Bank & Trust
California
$14.8M +$14.6M +146,453 New
AI
399
Accredited Investors
Minnesota
$14.8M -$2.07M -20,796 -12%
MFG
400
MidWestOne Financial Group
Iowa
$14.8M +$12.9M +128,857 +764%

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.