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iShares Core US Aggregate Bond ETF
AGG

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: 339 → 358 (+19)

1% more funds holding

Funds holding: 1,771 → 1,791 (+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

Top Buyers

Rank Fund Capital Flow
1
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
+$811M
2
BlackRock
BlackRock
New York
+$498M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$479M
4
USAA
United Services Automobile Association
Texas
+$468M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$445M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$721M
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$509M
3
Jane Street
Jane Street
New York
-$216M
4
SFC
Strategic Financial Concepts
Texas
-$186M
5
Bank of America
Bank of America
North Carolina
-$177M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
801
Fermata Advisors
California
$2.84M +$1.65M +16,496 +143%
CAGAS
802
Capital Advisory Group Advisory Services
Minnesota
$2.84M +$404K +4,050 +17%
GAM
803
Gotham Asset Management
New York
$2.83M +$751K +7,523 +37%
FIB
804
First Interstate Bank
Montana
$2.83M -$387K -3,880 -12%
PP
805
Prosperity Planning
Missouri
$2.8M -$2.71M -27,177 Closed
CTWM
806
Cherry Tree Wealth Management
Minnesota
$2.79M +$3.89K +39 +0.1%
WMA
807
Wealth Management Associates
New Jersey
$2.79M +$86.8K +870 +3%
MM
808
Main Management
California
$2.79M +$56.8K +569 +2%
AWM
809
Accel Wealth Management
Iowa
$2.76M +$281K +2,814 +12%
AO
810
Advisor OS
Illinois
$2.75M +$403K +4,035 +17%
PFGIA
811
Patriot Financial Group Insurance Agency
Massachusetts
$2.75M +$173K +1,734 +7%
CWM
812
Cahill Wealth Management
Michigan
$2.73M -$325K -3,256 -11%
FPW
813
Flagship Private Wealth
Massachusetts
$2.7M -$129K -1,288 -5%
SIA
814
Soltis Investment Advisors
Utah
$2.68M -$421K -4,216 -14%
NWWA
815
New Wave Wealth Advisors
Arkansas
$2.67M -$429K -4,302 -14%
HOWA
816
Heritage Oak Wealth Advisors
Florida
$2.67M +$2.63M +26,409 New
HCM
817
Hollencrest Capital Management
California
$2.67M -$15K -150 -0.6%
ACM
818
AUA Capital Management
Pennsylvania
$2.67M +$955K +9,575 +57%
MA
819
Mosaic Advisors
Texas
$2.66M +$23.9K +240 +0.9%
ECG
820
EPIQ Capital Group
California
$2.64M +$200K +2,002 +8%
NAG
821
Northstar Advisory Group
New Jersey
$2.63M +$627K +6,287 +32%
TA
822
TFB Advisors
Kansas
$2.62M +$375K +3,761 +17%
RTC
823
Riverview Trust Company
Washington
$2.61M – – –
WP
824
WealthShield Partners
North Carolina
$2.6M +$47.9K +480 +2%
MAM
825
McLean Asset Management
Virginia
$2.6M +$60.2K +603 +2%
31 32
33
34 35

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.