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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
ANTB
751
AMG National Trust Bank
Colorado
$3.44M -$1.16M -11,646 -26%
CFA
752
Camarda Financial Advisors
Florida
$3.44M +$3.39M +33,953 New
EWP
753
Elevation Wealth Partners
California
$3.43M +$17.3K +173 +0.5%
ISB
754
Iowa State Bank
Iowa
$3.41M +$30.9K +310 +0.9%
ATC
755
Adirondack Trust Company
New York
$3.4M -$144K -1,445 -4%
SCM
756
SCS Capital Management
Massachusetts
$3.4M -$113K -1,128 -3%
FCI
757
Financial Counselors Inc
Kansas
$3.38M -$52.8K -529 -2%
NI
758
NYL Investors
New York
$3.37M -$29.9K -300 -0.9%
MWA
759
MN Wealth Advisors
Kansas
$3.35M +$2.74M +27,486 +493%
GFP
760
Gryphon Financial Partners
Ohio
$3.34M +$222K +2,225 +7%
PG
761
Patten Group
Tennessee
$3.32M -$65.3K -655 -2%
SC
762
Savant Capital
Illinois
$3.28M +$216K +2,170 +7%
CC
763
Chicago Capital
Illinois
$3.27M +$21.4K +214 +0.7%
SIAM
764
Sterling Investment Advisors (Missouri)
Missouri
$3.26M +$217K +2,176 +7%
MWA
765
Merkkuri Wealth Advisors
New York
$3.25M +$463K +4,640 +17%
CFGF
766
Compass Financial Group (Florida)
Florida
$3.23M +$2.49K +25 +0.1%
BA
767
Ballew Advisors
Mississippi
$3.23M +$150K +1,499 +5%
WPW
768
Waldron Private Wealth
Pennsylvania
$3.23M +$221K +2,216 +7%
AIM
769
Alhambra Investment Management
Florida
$3.2M -$115K -1,157 -4%
SMC
770
Smith, Moore & Co
Missouri
$3.2M +$266K +2,668 +9%
SCA
771
Snowden Capital Advisors
New York
$3.2M +$188K +1,888 +6%
IA
772
IFP Advisors
Florida
$3.15M +$1.69M +16,957 +120%
AWA
773
Aletheian Wealth Advisors
Washington
$3.15M +$95.6K +958 +3%
CM
774
Columbus Macro
Pennsylvania
$3.14M +$97.8K +980 +3%
IIC
775
Ironwood Investment Counsel
Arizona
$3.14M -$724K -7,256 -19%

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.