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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
IAS
551
Insigneo Advisory Services
Florida
$7.79M +$503K +5,037 +7%
ECG
552
Edge Capital Group
Georgia
$7.78M +$990K +9,927 +15%
FFP
553
Forbes Financial Planning
Rhode Island
$7.76M +$114K +1,138 +2%
OAS
554
Optivise Advisory Services
Tennessee
$7.73M +$2.15M +21,532 +39%
Luther King Capital Management (LKCM)
555
Luther King Capital Management (LKCM)
Texas
$7.69M
EWA
556
Emergent Wealth Advisors
New York
$7.65M +$824K +8,257 +12%
LSAG
557
Lake Street Advisors Group
New Hampshire
$7.64M +$13.8K +138 +0.2%
FWM
558
Foguth Wealth Management
Michigan
$7.63M +$3.28M +32,854 +75%
PT
559
Plimoth Trust
Massachusetts
$7.63M +$64K +641 +0.9%
WIC
560
Whitegate Investment Counselors
New Hampshire
$7.62M +$718K +7,195 +11%
JHCP
561
Jackson Hole Capital Partners
Oklahoma
$7.6M -$205K -2,053 -3%
AH
562
Addis & Hill
Pennsylvania
$7.6M -$59K -591 -0.8%
MSWM
563
McGlone Suttner Wealth Management
Wisconsin
$7.55M -$1.09M -10,907 -13%
CFG
564
Cosner Financial Group
Colorado
$7.54M +$13K +130 +0.2%
AA
565
AlphaQ Advisors
Florida
$7.54M +$3.29M +32,995 +80%
CMA
566
Cedar Mountain Advisors
Oregon
$7.53M +$7.41M +74,321 New
WIM
567
Westside Investment Management
California
$7.52M +$67.4K +676 +0.9%
ECM
568
Exchange Capital Management
Michigan
$7.5M -$786K -7,883 -10%
OFS
569
Oldfather Financial Services
Nebraska
$7.46M +$410K +4,111 +6%
AWM
570
Avondale Wealth Management
Texas
$7.45M -$394K -3,954 -5%
CIAS
571
CFS Investment Advisory Services
New Jersey
$7.38M -$6.58M -65,962 -47%
CTA
572
Colonial Trust Advisors
South Carolina
$7.34M +$2.9M +29,096 +67%
SAI
573
Systematic Alpha Investments
New Jersey
$7.29M
ACM
574
Andina Capital Management
Utah
$7.28M +$801K +8,030 +13%
CAG
575
Csenge Advisory Group
Florida
$7.21M +$73.9K +741 +1%

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.