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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
SDIC
51
South Dakota Investment Council
South Dakota
$293M +$55.2M +553,530 +24%
SAG
52
SageView Advisory Group
California
$281M +$277M +2,774,397 New
HCM
53
Howard Capital Management
Georgia
$261M +$219M +2,191,873 +572%
MSA
54
Mason Street Advisors
Wisconsin
$255M +$6.71M +67,300 +3%
VIA
55
Vantagepoint Investment Advisers
District of Columbia
$248M -$14.3M -143,380 -6%
QWP
56
Quotient Wealth Partners
Texas
$240M +$4.81M +48,182 +2%
Allspring Global Investments
57
Allspring Global Investments
North Carolina
$236M -$91.7M -919,394 -28%
BTI
58
Blue Trust Inc
Georgia
$210M +$1.57M +15,707 +0.7%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$200M -$1.96M -19,639 -1%
DCM
60
Disciplina Capital Management
Tennessee
$191M +$188M +1,888,825 +12,592,167%
HighTower Advisors
61
HighTower Advisors
Illinois
$191M -$2.98M -29,880 -2%
SP
62
Stairway Partners
Illinois
$186M +$18.7M +187,118 +11%
AWM
63
Axxcess Wealth Management
California
$173M +$6.06M +60,700 +4%
EWA
64
EP Wealth Advisors
California
$171M +$6.63M +66,469 +4%
STA
65
Summit Trail Advisors
New York
$169M -$6.51M -65,243 -4%
CAAS
66
Capital Asset Advisory Services
Michigan
$161M +$4.67M +46,771 +3%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$157M +$10.9M +109,517 +7%
PCIA
68
Prime Capital Investment Advisors
Kansas
$156M -$4.3M -43,112 -3%
COCM
69
Charter Oak Capital Management
New Hampshire
$152M +$8.92M +89,408 +6%
CWM
70
Cahaba Wealth Management
Georgia
$149M +$4.91M +49,170 +3%
BCM
71
Brookstone Capital Management
Illinois
$144M +$17.1M +171,391 +14%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$143M
SAM
73
Simplify Asset Management
Nevada
$143M -$28.2M -282,860 -17%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M -$509M -5,098,656 -79%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$139M +$9.86M +98,833 +8%

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.