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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
PA
901
Pinnacle Associates
New York
$1.94M +$44.6K +447 +2%
RIA
902
Realta Investment Advisors
Delaware
$1.94M +$155K +1,552 +9%
SHFA
903
SC&H Financial Advisors
Maryland
$1.94M +$8.68K +87 +0.5%
MWM
904
Meridian Wealth Management
Kentucky
$1.93M +$1.91M +19,098 New
UCB
905
United Community Bank
South Carolina
$1.93M +$84.3K +845 +5%
OFS
906
Orrstown Financial Services
Pennsylvania
$1.93M +$1.9M +19,025 New
TC
907
Trilogy Capital
California
$1.93M +$58K +581 +3%
CCA
908
Cobblestone Capital Advisors
New York
$1.92M -$998K -10,000 -35%
IA
909
IFG Advisory
Georgia
$1.92M -$147K -1,477 -7%
AIS
910
American Investment Services
Massachusetts
$1.91M +$214K +2,146 +13%
Koshinski Asset Management
911
Koshinski Asset Management
Illinois
$1.91M -$219K -2,196 -10%
HFF
912
Halter Ferguson Financial
Indiana
$1.91M +$11.5K +115 +0.6%
DL
913
DOHJ LLC
Washington
$1.91M +$1.12M +11,207 +146%
CI
914
CX Institutional
Indiana
$1.89M -$18.1K -181 -1%
ECM
915
Evergreen Capital Management
Washington
$1.89M +$212K +2,127 +13%
MPWT
916
MassMutual Private Wealth & Trust
Connecticut
$1.89M -$235K -2,360 -11%
PCS
917
Private Client Services
Kentucky
$1.88M +$301K +3,018 +19%
CANC
918
Culbertson A N & Co
Virginia
$1.88M -$9.98K -100 -0.5%
BA
919
Bellwether Advisors
Nebraska
$1.85M -$200 -2 -0%
LFG
920
Larson Financial Group
Missouri
$1.85M +$144K +1,439 +9%
AIM
921
Acropolis Investment Management
Missouri
$1.84M +$30.1K +302 +2%
RPCA
922
Running Point Capital Advisors
California
$1.83M +$74.6K +748 +4%
CFG
923
Carr Financial Group
Massachusetts
$1.83M -$35.8K -359 -2%
GTAM
924
Global Trust Asset Management
Florida
$1.82M -$998 -10 -0.1%
FWA
925
FOCUS Wealth Advisors
Texas
$1.82M +$6.88K +69 +0.4%

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.