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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
RWM
701
RKL Wealth Management
Pennsylvania
$4.37M +$289K +2,901 +7%
Nomura Asset Management
702
Nomura Asset Management
Japan
$4.36M
MA
703
Modus Advisors
Minnesota
$4.35M +$268K +2,686 +7%
SB
704
Simmons Bank
Arkansas
$4.32M +$104K +1,043 +3%
SAM
705
Smartleaf Asset Management
Massachusetts
$4.31M -$1,000K -10,020 -19%
PP
706
Prudential plc
United Kingdom
$4.28M -$340K -3,406 -7%
GBT
707
Grove Bank & Trust
Florida
$4.27M +$236K +2,362 +6%
NCG
708
Newport Capital Group
New Jersey
$4.26M +$159K +1,592 +4%
SFS
709
Security Financial Services
Indiana
$4.23M -$220K -2,204 -5%
UWPG
710
Ullmann Wealth Partners Group
Florida
$4.22M -$89.2K -894 -2%
TT
711
TI-Trust
Illinois
$4.16M +$197K +1,975 +5%
QCG
712
Quadrant Capital Group
Ohio
$4.16M -$415K -4,159 -9%
FIC
713
Family Investment Center
Missouri
$4.16M +$22K +221 +0.5%
RCIM
714
Red Cedar Investment Management
Michigan
$4.14M
XF
715
XML Financial
Maryland
$4.01M +$287K +2,873 +8%
RHP
716
Royal Harbor Partners
Texas
$4.01M +$181K +1,817 +5%
SVWAG
717
Sound View Wealth Advisors Group
Georgia
$4.01M +$764K +7,656 +24%
DLCIG
718
D.L. Carlson Investment Group
New Hampshire
$4M +$639K +6,401 +19%
TA
719
TPG Advisors
Illinois
$4M +$532K +5,333 +16%
CWA
720
Canvas Wealth Advisors
Kansas
$3.97M +$472K +4,729 +14%
BFA
721
Bluestem Financial Advisors
Illinois
$3.96M +$313K +3,140 +9%
LWMT
722
Legacy Wealth Management (Tennessee)
Tennessee
$3.9M -$187K -1,870 -5%
TOTSC
723
Trustees of the Smith College
Massachusetts
$3.88M +$34.8K +349 +0.9%
ACM
724
Alamar Capital Management
California
$3.87M +$355K +3,555 +10%
ATWA
725
Arbor Trust Wealth Advisors
Michigan
$3.87M

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.