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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
RA
676
RFG Advisory
Alabama
$4.84M -$480K -4,807 -9%
WIM
677
Waycross Investment Management
Washington
$4.82M +$4.75M +47,573 New
MPPLM
678
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.79M +$101K +1,012 +2%
JGIA
679
Jackson Grant Investment Advisers
Connecticut
$4.76M +$243K +2,437 +5%
NCFG
680
New Century Financial Group
New Jersey
$4.74M -$2.94M -29,489 -39%
BTWM
681
Brass Tax Wealth Management
Ohio
$4.72M +$4.65M +46,609 New
NCM
682
Northwest Capital Management
Oregon
$4.66M
ATPW
683
Ashton Thomas Private Wealth
Arizona
$4.65M +$249K +2,494 +6%
NFG
684
Northeast Financial Group
Pennsylvania
$4.65M -$946K -9,484 -17%
TWM
685
Tradition Wealth Management
Minnesota
$4.64M -$39.7K -398 -0.9%
PWPS
686
Pinnacle Wealth Planning Services
Ohio
$4.62M
TW
687
TritonPoint Wealth
Maryland
$4.6M -$392K -3,929 -8%
BWG
688
Boomfish Wealth Group
Georgia
$4.56M +$3.5M +35,083 +354%
DCM
689
Donaldson Capital Management
Indiana
$4.55M +$1.52M +15,283 +52%
PI
690
PFG Investments
New York
$4.53M +$329K +3,297 +8%
PTC
691
Private Trust Company
Ohio
$4.53M +$468K +4,693 +12%
OPWM
692
Oxinas Partners Wealth Management
Indiana
$4.52M +$3.91M +39,157 +721%
SG
693
Sharper & Granite
California
$4.46M +$138K +1,387 +3%
FFBTD
694
First Financial Bank - Trust Division
Ohio
$4.45M +$1.26M +12,641 +40%
OL
695
Optas LLC
Texas
$4.44M +$17.8K +178 +0.4%
KLCM
696
KG&L Capital Management
Louisiana
$4.44M +$91.9K +921 +2%
Parallax Volatility Advisers
697
Parallax Volatility Advisers
California
$4.42M
Barclays
698
Barclays
United Kingdom
$4.4M +$4.32M +43,341 +53,507%
OC
699
Oarsman Capital
Wisconsin
$4.4M +$44.4K +445 +1%
EGA
700
E&G Advisors
Texas
$4.39M -$6.09K -61 -0.1%

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.