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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
CV
726
Counterweight Ventures
North Carolina
$3.84M +$760K +7,622 +25%
MFS
727
Madrona Financial Services
Washington
$3.83M +$117K +1,169 +3%
GL
728
Graypoint LLC
New York
$3.82M +$263K +2,634 +8%
NGA
729
Naples Global Advisors
Florida
$3.79M +$1.69M +16,960 +83%
AWM
730
Arista Wealth Management
Nevada
$3.78M
WP
731
Waycross Partners
Kentucky
$3.76M
CWM
732
Connecticut Wealth Management
Connecticut
$3.74M -$721K -7,223 -16%
FWP
733
Family Wealth Partners
North Carolina
$3.69M -$405K -4,057 -10%
GT
734
Glenview Trust
Kentucky
$3.68M +$273K +2,738 +8%
FFP
735
FourThought Financial Partners
Florida
$3.68M +$537K +5,387 +17%
AP
736
Aspect Partners
Virginia
$3.67M -$426K -4,269 -11%
JSAM
737
J. Safra Asset Management
New York
$3.66M +$235K +2,352 +7%
EB
738
Exchange Bank
California
$3.66M -$2.94M -29,497 -45%
MBTD
739
Mechanics Bank - Trust Department
California
$3.64M -$32.4K -325 -0.9%
CAAM
740
Cornerstone Advisors Asset Management
Pennsylvania
$3.61M
CIA
741
Compass Ion Advisors
Pennsylvania
$3.58M +$102K +1,026 +3%
CWMS
742
Cannon Wealth Management Services
North Carolina
$3.55M +$3.5M +35,048 New
MLFP
743
MPS Loria Financial Planners
Illinois
$3.55M +$73.5K +737 +2%
FSG
744
Financial Strategies Group
Michigan
$3.54M +$1.39M +13,893 +64%
SI
745
Stonekeep Investments
New Mexico
$3.53M +$70K +702 +2%
SAM
746
Synergy Asset Management
Washington
$3.52M -$5.38M -53,940 -61%
AF
747
AtlasMark Financial
Texas
$3.51M +$3.45M +34,613 New
SAI
748
Savvy Advisors Inc
New York
$3.49M -$442K -4,426 -11%
JPLA
749
Joseph P. Lucia & Associates
New York
$3.46M +$1.48M +14,835 +77%
LIM
750
Leavell Investment Management
Alabama
$3.45M +$299K +2,994 +10%

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.