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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
GIA
626
Gladstone Institutional Advisory
Florida
$5.91M +$628K +6,290 +12%
AFO
627
Arrowroot Family Office
California
$5.86M +$1.38M +13,882 +32%
VFA
628
Valeo Financial Advisors
Indiana
$5.83M -$77.8K -780 -1%
CT
629
Coastline Trust
Rhode Island
$5.76M +$1.68M +16,827 +42%
AWM
630
Apollon Wealth Management
South Carolina
$5.72M -$95.5K -957 -2%
ECA
631
Elevation Capital Advisory
Oregon
$5.7M +$5.61M +56,259 New
BP
632
Ballentine Partners
Massachusetts
$5.69M -$1.7K -17 -0%
SMI
633
Shelter Mutual Insurance
Missouri
$5.67M
FNBOO
634
First National Bank of Omaha
Nebraska
$5.65M -$233K -2,335 -4%
PFG
635
Pinnacle Financial Group
Illinois
$5.61M +$1.59M +15,891 +40%
BCM
636
Beaumont Capital Management
Massachusetts
$5.55M +$1.31M +13,112 +31%
TFF
637
The Family Firm
Maryland
$5.49M -$156K -1,559 -3%
LHC
638
Little House Capital
Massachusetts
$5.44M +$5.36M +53,680 New
LRWA
639
Long Run Wealth Advisors
New York
$5.43M +$3.32M +33,244 +163%
DG
640
DMC Group
Alabama
$5.43M -$131K -1,315 -2%
AA
641
Ancora Advisors
Ohio
$5.4M +$195K +1,952 +4%
KWA
642
Kingswood Wealth Advisors
California
$5.4M +$2.16M +21,601 +68%
SYBT
643
Stock Yards Bank & Trust
Kentucky
$5.4M -$47.3K -474 -0.9%
IF
644
Ironwood Financial
Arizona
$5.39M -$11.9K -119 -0.2%
FPCG
645
Forum Private Client Group
Indiana
$5.35M -$244K -2,445 -4%
Manulife (Manufacturers Life Insurance)
646
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.34M
ASBI
647
American State Bank (Iowa)
Iowa
$5.33M +$290K +2,909 +6%
CSPIA
648
Cary Street Partners Investment Advisory
Virginia
$5.32M -$92.8K -930 -2%
CAWM
649
Capital Advisors Wealth Management
Washington
$5.32M +$18K +180 +0.3%
LG
650
Leuthold Group
Minnesota
$5.28M +$1.34M +13,402 +35%

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.