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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
STA
776
Smith Thornton Advisors
Alabama
$3.12M +$170K +1,708 +6%
CA
777
CGN Advisors
Kansas
$3.11M +$275K +2,757 +10%
RIM
778
Rakuten Investment Management
Japan
$3.09M +$1.83M +18,300 +150%
CIS
779
Continental Investors Services
Washington
$3.09M +$79.1K +793 +3%
OCM
780
Objective Capital Management
Ohio
$3.07M +$3.03M +30,351 New
MNBTD
781
Moody National Bank Trust Division
Texas
$3.07M
DC
782
Davenport & Co
Virginia
$3.05M +$228K +2,281 +8%
BAM
783
Belpointe Asset Management
Nevada
$3.04M +$1.97M +19,730 +193%
IHL
784
Investment House LLC
California
$3.03M +$2.99M +29,965 New
HPM
785
Hoxton Planning & Management
West Virginia
$3M +$391K +3,916 +15%
BBWP
786
Beacon Bridge Wealth Partners
Pennsylvania
$3M -$753K -7,546 -20%
LGWM
787
Litman Gregory Wealth Management
California
$3M -$1.32M -13,228 -31%
First Trust Advisors
788
First Trust Advisors
Illinois
$3M +$38.8K +389 +1%
BAWM
789
Bennett Associates Wealth Management
Pennsylvania
$2.97M -$962K -9,642 -25%
KA
790
Kovack Advisors
Florida
$2.97M +$143K +1,430 +5%
HSA
791
HBK Sorce Advisory
Pennsylvania
$2.97M +$674K +6,758 +30%
DAS
792
Diversify Advisory Services
Utah
$2.96M +$2.1M +21,080 +238%
UAS
793
United Asset Strategies
New York
$2.95M -$349K -3,501 -11%
SIC
794
Salem Investment Counselors
North Carolina
$2.95M +$368K +3,685 +15%
SI
795
Saxon Interests
Texas
$2.88M -$83.1K -833 -3%
AMG
796
Asset Management Group
Connecticut
$2.88M -$8.78K -88 -0.3%
IPW
797
Intergy Private Wealth
Colorado
$2.88M +$784K +7,861 +38%
ANBT
798
American National Bank & Trust
Texas
$2.88M +$228K +2,290 +9%
TC
799
TownSquare Capital
Utah
$2.87M +$911K +9,136 +48%
OCM
800
One Capital Management
California
$2.85M +$12.8K +128 +0.5%

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.