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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
TSW
876
Thompson Siegel & Walmsley
Virginia
$2.15M +$26.7K +268 +1%
WMA
877
West Michigan Advisors
Michigan
$2.14M +$53.4K +535 +3%
CAM
878
Chandler Asset Management
California
$2.12M
SAM
879
Summit Asset Management
Tennessee
$2.11M +$284K +2,851 +16%
CMAI
880
Capital Management Associates Inc
Minnesota
$2.1M +$993K +9,951 +92%
BFIC
881
Bedell Frazier Investment Counselling
California
$2.1M -$64.4K -645 -3%
TIM
882
Thompson Investment Management
Wisconsin
$2.1M +$24.1K +242 +1%
SWM
883
Stockman Wealth Management
Montana
$2.08M +$12.4K +124 +0.6%
SW
884
SlateStone Wealth
Florida
$2.08M -$143K -1,430 -7%
E3F
885
Eight 31 Financial
Texas
$2.07M +$546K +5,476 +37%
Bessemer Group
886
Bessemer Group
New Jersey
$2.06M +$498K +4,990 +33%
Tudor Investment Corp
887
Tudor Investment Corp
Connecticut
$2.04M +$2.01M +20,159 New
FNWM
888
Financial Network Wealth Management
Utah
$2.04M -$57K -571 -3%
CFP
889
Cascade Financial Partners
California
$2.04M -$334K -3,349 -14%
TIM
890
Total Investment Management
Arizona
$2.02M -$53.2K -533 -3%
WWA
891
WCG Wealth Advisors
Nevada
$2.01M +$1.98M +19,812 New
HKIM
892
Hayek Kallen Investment Management
Alabama
$2M -$21.4K -215 -1%
AI
893
Auour Investments
Massachusetts
$2M +$37.8K +379 +2%
AWP
894
Ascent Wealth Partners
New York
$1.99M -$101K -1,015 -5%
GWM
895
GSB Wealth Management
Connecticut
$1.99M +$123K +1,237 +7%
FAM
896
Frontier Asset Management
Wyoming
$1.98M -$41.7K -418 -2%
NWAG
897
Net Worth Advisory Group
Utah
$1.96M +$1.93M +19,389 New
AM
898
Atwater Malick
Pennsylvania
$1.95M +$21.1K +211 +1%
SCP
899
Stevens Capital Partners
Nebraska
$1.95M +$51.3K +514 +3%
SAF
900
Smith Anglin Financial
Texas
$1.95M -$935K -9,372 -33%

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.