We are live on ! Find out more
AGG icon

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
CT
651
Colonial Trust
South Carolina
$5.27M +$1.38M +13,794 +36%
CW
652
CreativeOne Wealth
Kansas
$5.26M -$2.87M -28,799 -36%
RIA
653
Regal Investment Advisors
Michigan
$5.26M +$702K +7,036 +16%
SIG
654
Stonegate Investment Group
Alabama
$5.26M -$69.8K -700 -1%
CB
655
Chris Bulman
California
$5.21M +$420K +4,206 +9%
AWM
656
Accurate Wealth Management
Florida
$5.18M +$776K +7,783 +18%
GMA
657
Glassy Mountain Advisors
Maryland
$5.16M +$888K +8,903 +21%
1SB
658
1ST Source Bank
Indiana
$5.11M +$142K +1,419 +3%
PCWA
659
Pacific Capital Wealth Advisors
California
$5.09M -$192K -1,928 -4%
KWM
660
KFG Wealth Management
Indiana
$5.08M -$205K -2,050 -4%
LSPW
661
Lake Street Private Wealth
Illinois
$5.06M +$367K +3,674 +8%
QFA
662
Quattro Financial Advisors
Texas
$5.05M -$51.1K -512 -1%
SW
663
Simplicity Wealth
New Jersey
$5.05M +$4.11M +41,234 +479%
RFO
664
RiverGlades Family Offices
Florida
$5.04M +$311K +3,117 +7%
JIR
665
James Investment Research
Ohio
$5.03M +$16.9K +169 +0.3%
BFPW
666
BOK Financial Private Wealth
Colorado
$5.03M -$1.03M -10,321 -17%
WF
667
Wayfinding Financial
Washington
$4.98M +$167K +1,676 +4%
GLA
668
Good Life Advisors
Pennsylvania
$4.98M +$2.19M +21,919 +80%
Pathstone Holdings
669
Pathstone Holdings
New Jersey
$4.95M +$82.8K +830 +2%
CPO
670
Cerity Partners OCIO
New York
$4.93M -$4.66M -46,688 -49%
SIA
671
Spectrum Investment Advisors
Wisconsin
$4.93M +$187K +1,870 +4%
TFA
672
Tobias Financial Advisors
Florida
$4.91M +$25.7K +258 +0.5%
HWM
673
HB Wealth Management
Georgia
$4.9M +$624K +6,259 +15%
GWA
674
GGM Wealth Advisors
Maryland
$4.89M -$762K -7,639 -14%
JPG
675
Jordan Park Group
California
$4.85M +$160K +1,602 +3%

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.