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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
ODIJL
476
One Day In July LLC
Vermont
$10.7M +$235K +2,354 +2%
AIA
477
Accelerate Investment Advisors
California
$10.7M +$10.5M +105,653 New
SFG
478
Somnio Financial Group
Connecticut
$10.7M +$382K +3,832 +4%
FA
479
Fagan Associates
New York
$10.7M +$567K +5,682 +6%
EK
480
Evensky & Katz
Florida
$10.5M +$808K +8,101 +8%
SWG
481
Summit Wealth Group
Vermont
$10.4M -$845K -8,471 -8%
FWC
482
First Washington Corp
Washington
$10.4M
CG
483
Cynosure Group
Utah
$10.4M -$1.42M -14,223 -12%
FG
484
Fiduciary Group
Georgia
$10.4M +$5.69M +57,021 +126%
LHWM
485
Lake Hills Wealth Management
Texas
$10.3M -$227K -2,271 -2%
BWA
486
BlueSky Wealth Advisors
North Carolina
$10.3M -$138K -1,388 -1%
FA
487
FDx Advisors
Illinois
$10.3M -$868K -8,703 -8%
SSW
488
Smith Shellnut Wilson
Mississippi
$10.2M +$1.85M +18,574 +23%
CPIG
489
Chicago Partners Investment Group
Illinois
$10.2M +$164K +1,647 +2%
TAM
490
TCP Asset Management
Ohio
$10.1M -$5.16M -51,686 -34%
HIA
491
HTG Investment Advisors
Connecticut
$10.1M +$818K +8,199 +9%
AFG
492
ABLE Financial Group
Arizona
$10.1M +$621K +6,221 +7%
AFS
493
Amtrust Financial Services
New York
$9.98M
THL
494
Tillman Hartley LLC
Colorado
$9.87M +$1.98M +19,825 +26%
ES
495
Eagle Strategies
New York
$9.83M +$1.5M +14,991 +18%
KFO
496
Kopp Family Office
Minnesota
$9.82M +$9.68M +97,000 New
PI
497
Parkside Investments
Illinois
$9.81M +$9.67M +96,905 New
MCC
498
Money Concepts Capital
Florida
$9.8M +$1.27M +12,758 +15%
Susquehanna International Group
499
Susquehanna International Group
Pennsylvania
$9.79M -$2.37M -23,769 -20%
BEI
500
Benjamin Edwards Inc
Missouri
$9.74M +$8.91M +89,322 +1,294%

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.