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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
601
CIBC World Markets
New York
$6.51M -$1.14M -11,467 -15%
GAA
602
Global Assets Advisory
Florida
$6.51M +$284K +2,847 +5%
LW
603
Linscomb Wealth
Texas
$6.49M +$566K +5,674 +10%
BHBT
604
Burke & Herbert Bank & Trust
Virginia
$6.43M +$450K +4,515 +8%
AI
605
Atria Investments
North Carolina
$6.42M +$283K +2,838 +5%
BCP
606
Blue Chip Partners
Michigan
$6.41M +$214K +2,148 +4%
TCB
607
Texas Capital Bancshares
Texas
$6.4M +$492K +4,928 +8%
AI
608
Arrien Investments
Idaho
$6.36M +$92.4K +926 +1%
EW
609
Element Wealth
Mississippi
$6.29M +$115K +1,150 +2%
GWM
610
Geneos Wealth Management
Colorado
$6.24M +$1.33M +13,324 +28%
DI
611
Diligent Investors
California
$6.23M -$190K -1,906 -3%
KIG
612
Kowal Investment Group
Wisconsin
$6.23M +$881K +8,827 +17%
FAT
613
First American Trust
California
$6.23M +$315K +3,160 +5%
HWA
614
Hillcrest Wealth Advisors
New Jersey
$6.23M +$743K +7,450 +14%
ML
615
McAdam LLC
Pennsylvania
$6.22M -$226K -2,265 -4%
FWI
616
Facet Wealth Inc
Maryland
$6.2M -$37.9M -379,566 -86%
FFL
617
Financial Freedom LLC
Ohio
$6.18M +$26.4K +265 +0.4%
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.16M +$118K +1,184 +2%
AWA
619
Arete Wealth Advisors
Illinois
$6.09M -$1.08M -10,811 -15%
AG
620
AlTi Global
New York
$6.07M +$255K +2,553 +4%
CFO
621
CVA Family Office
Colorado
$6.06M +$1.17M +11,765 +24%
DW
622
Durante & Waters
New York
$6.04M +$189K +1,891 +3%
WAM
623
WealthTrust Asset Management
Florida
$6M -$437K -4,382 -7%
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$5.98M +$825K +8,271 +16%
MWM
625
Merriman Wealth Management
Washington
$5.97M -$391K -3,924 -6%

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.