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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
CWM
401
Chesapeake Wealth Management
Virginia
$14.7M +$1.08M +10,802 +8%
SCTC
402
Sanibel Captiva Trust Company
Florida
$14.7M +$1.83M +18,320 +14%
FA
403
Fiducient Advisors
Illinois
$14.6M +$5.62M +56,317 +64%
SFC
404
SYM Financial Corp
Indiana
$14.5M -$17.5K -175 -0.1%
NAM
405
NorthCrest Asset Manangement
Minnesota
$14.5M +$2.3M +23,024 +19%
SCA
406
Sandy Cove Advisors
Massachusetts
$14.4M +$4.23M +42,349 +42%
IFA
407
Interactive Financial Advisors
Illinois
$14.4M +$136K +1,359 +1%
CCA
408
Clearwater Capital Advisors
Illinois
$14.2M -$723K -7,250 -5%
SA
409
Sunesis Advisors
Kansas
$14.2M +$845K +8,471 +6%
WB
410
Webster Bank
Connecticut
$14.1M -$298K -2,986 -2%
EWA
411
Exencial Wealth Advisors
Oklahoma
$14.1M -$398K -3,994 -3%
CA
412
Clearstead Advisors
Ohio
$14M +$2.88M +28,835 +26%
PFT
413
Providence First Trust
Arizona
$14M +$790K +7,914 +6%
OHWP
414
Oak Harbor Wealth Partners
North Carolina
$13.9M +$2M +20,081 +17%
HNWAG
415
High Net Worth Advisory Group
Florida
$13.7M +$1.29M +12,947 +11%
OFG
416
Omega Financial Group
California
$13.7M +$1.54M +15,388 +13%
OAM
417
Oppenheimer Asset Management
New York
$13.6M +$383K +3,843 +3%
WA
418
Waverly Advisors
Alabama
$13.5M -$542K -5,429 -4%
9WM
419
9258 Wealth Management
Ohio
$13.5M -$632K -6,336 -5%
FA
420
FC Advisory
Pennsylvania
$13.4M +$974K +9,758 +8%
HI
421
Harbour Investments
Wisconsin
$13.4M +$2.53M +25,387 +24%
Squarepoint
422
Squarepoint
New York
$13.4M +$1.15M +11,502 +10%
Empower Advisory Group
423
Empower Advisory Group
Colorado
$13.4M +$343K +3,434 +3%
NCM
424
New Capital Management
Texas
$13.3M -$677K -6,790 -5%
EIP
425
Easterly Investment Partners
Massachusetts
$13.3M

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.