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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
IP
926
Ignite Planners
California
$1.81M +$109K +1,096 +7%
Neuberger Berman Group
927
Neuberger Berman Group
New York
$1.81M +$379K +3,797 +27%
CPL
928
CAP Partners LLC
Tennessee
$1.81M +$229K +2,295 +15%
EFA
929
Evernest Financial Advisors
Indiana
$1.8M +$342K +3,431 +24%
RIM
930
Rockbridge Investment Management
New York
$1.79M -$66.3K -665 -4%
DP
931
Dearborn Partners
Illinois
$1.78M +$13.5K +135 +0.8%
SQA
932
Simon Quick Advisors
New Jersey
$1.78M -$1.9M -19,058 -52%
GSEP
933
Golden State Equity Partners
California
$1.76M -$895K -8,971 -34%
HWMC
934
Heritage Wealth Management (California)
California
$1.76M +$11.6K +116 +0.7%
RGF
935
Retirement Guys Formula
Ohio
$1.76M +$100K +1,005 +6%
IDA
936
Intelligence Driven Advisers
California
$1.74M -$49.8K -499 -3%
ACP
937
Aviance Capital Partners
Florida
$1.74M -$196K -1,968 -10%
BI
938
Ballast Inc
Kentucky
$1.74M +$18.6K +186 +1%
MWM
939
Mission Wealth Management
California
$1.72M -$425K -4,257 -20%
MFG
940
Merit Financial Group
Georgia
$1.71M -$1.4M -14,029 -45%
CF
941
Clarity Financial
Texas
$1.71M +$107K +1,077 +7%
NFP
942
Narus Financial Partners
Utah
$1.71M +$71.9K +721 +4%
DWS
943
Discipline Wealth Solutions
South Carolina
$1.71M +$1.12M +11,188 +197%
AWM
944
Aries Wealth Management
Maine
$1.7M +$1.23M +12,354 +278%
LA
945
Lifeworks Advisors
Michigan
$1.69M +$518K +5,197 +45%
TCM
946
TruNorth Capital Management
Michigan
$1.69M +$7.08K +71 +0.4%
CB
947
Cadence Bank
Mississippi
$1.69M +$1.67M +16,693 New
JFG
948
JMG Financial Group
Illinois
$1.69M -$20.9K -209 -1%
Balyasny Asset Management
949
Balyasny Asset Management
Illinois
$1.69M -$3.47M -34,735 -68%
NS
950
NBC Securities
Alabama
$1.68M +$156K +1,567 +10%

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.