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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
LC
851
LCNB Corp
Ohio
$2.37M -$52.4K -525 -2%
ZF
852
Zhang Financial
Michigan
$2.36M +$459K +4,603 +25%
SSWM
853
Sheets Smith Wealth Management
North Carolina
$2.36M +$171K +1,710 +8%
WTC
854
WhitTier Trust Company
Nevada
$2.35M +$292K +2,927 +14%
FNBT
855
FineMark National Bank & Trust
Florida
$2.34M +$843K +8,450 +58%
CWP
856
Cyndeo Wealth Partners
Florida
$2.34M -$31M -310,488 -93%
CWM
857
C2C Wealth Management
Arizona
$2.33M -$14K -140 -0.6%
SFA
858
Source Financial Advisors
New York
$2.33M -$4.09K -41 -0.2%
DTC
859
Davidson Trust Company
Washington
$2.32M +$198K +1,985 +9%
SSB
860
Sandy Spring Bank
Maryland
$2.32M +$65.9K +661 +3%
CKAIS
861
Christensen King & Associates Investment Services
Washington
$2.31M -$136K -1,365 -6%
NAM
862
NTV Asset Management
West Virginia
$2.28M +$86.2K +864 +4%
TWC
863
TD Waterhouse Canada
Ontario, Canada
$2.26M -$921K -9,235 -29%
EWM
864
Evermay Wealth Management
Virginia
$2.26M -$3.17M -31,766 -59%
BBVA
865
Banco Bilbao Vizcaya Argentaria
Spain
$2.24M -$16.1M -161,492 -88%
AAS
866
Asset Allocation Strategies
Michigan
$2.23M +$2.2M +22,013 New
RK
867
Rather & Kittrell
Tennessee
$2.22M +$104K +1,038 +5%
NC
868
Napatree Capital
Rhode Island
$2.22M +$227K +2,273 +12%
SIA
869
Schechter Investment Advisors
Michigan
$2.22M +$1.03M +10,283 +89%
EP
870
Edgestream Partners
New Jersey
$2.21M -$1.63M -16,310 -43%
MWM
871
McNaughton Wealth Management
California
$2.21M +$772K +7,739 +55%
WWM
872
Western Wealth Management
Colorado
$2.19M +$658K +6,595 +44%
DA
873
Denali Advisors
California
$2.19M +$2.16M +21,606 New
AAS
874
Ameritas Advisory Services
Nebraska
$2.18M +$360K +3,609 +20%
CCM
875
Canal Capital Management
Virginia
$2.17M -$60.5K -606 -3%

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.