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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
NB
576
NBT Bank
New York
$7.19M +$1.27M +12,691 +22%
IAN
577
Integrated Advisors Network
Texas
$7.19M -$68.5K -687 -1%
FEG
578
Fund Evaluation Group
Ohio
$7.14M -$322K -3,228 -4%
HFS
579
Heritage Financial Services
Massachusetts
$7.13M +$180K +1,800 +3%
VPA
580
Vernal Point Advisors
California
$7.11M -$9.98K -100 -0.1%
MSAGDF
581
Moneda SA Administradora General de Fondos
Chile
$7.01M +$3.95M +39,546 +133%
APW
582
Acima Private Wealth
Virginia
$6.99M +$226K +2,262 +3%
CFG
583
Citizens Financial Group
Rhode Island
$6.98M +$334K +3,344 +5%
CSB
584
City State Bank
Iowa
$6.88M +$578K +5,795 +9%
AF
585
Arrow Financial
New York
$6.83M +$345K +3,456 +5%
WT
586
Whittier Trust
California
$6.81M -$234K -2,342 -3%
HFO
587
Heritage Family Offices
Arizona
$6.81M -$185K -1,853 -3%
EIA
588
Eldridge Investment Advisors
New Hampshire
$6.8M +$61K +611 +0.9%
EFG
589
Erickson Financial Group
Pennsylvania
$6.76M -$39.1K -392 -0.6%
WFAG
590
Wescott Financial Advisory Group
Pennsylvania
$6.74M +$346K +3,467 +5%
JWS
591
Juncture Wealth Strategies
Arizona
$6.66M +$337K +3,376 +5%
SIA
592
Sovereign Investment Advisors
Arizona
$6.65M +$156K +1,564 +2%
GM
593
GeoWealth Management
Illinois
$6.63M +$5.53M +55,407 +549%
ATFA
594
All Terrain Financial Advisors
Minnesota
$6.58M +$1.75M +17,520 +37%
LMIM
595
Lockheed Martin Investment Management
Maryland
$6.58M +$6.48M +65,000 New
JWCA
596
J.W. Cole Advisors
Florida
$6.58M +$2.47M +24,779 +62%
GAM
597
Gemmer Asset Management
California
$6.55M +$77K +772 +1%
FPAS
598
Focus Partners Advisor Solutions
Missouri
$6.53M +$547K +5,478 +9%
EP
599
EPIQ Partners
Minnesota
$6.52M +$2.69M +26,930 +72%
KFP
600
KMG Fiduciary Partners
Ohio
$6.52M +$4.79M +47,995 +293%

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.