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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
BWM
951
BKM Wealth Management
Wisconsin
$1.67M -$10.6K -106 -0.6%
SL
952
Sentinus LLC
Illinois
$1.66M -$5.13M -51,387 -66%
ONB
953
Old National Bancorp
Indiana
$1.65M +$15.3K +153 +0.9%
SFC
954
Strategic Financial Concepts
Texas
$1.65M -$186M -1,863,969 -99%
CIA
955
Capital Investment Advisors
Georgia
$1.65M +$82.7K +829 +5%
P
956
Pitcairn
Pennsylvania
$1.62M
SC
957
Schiavi & Co
Delaware
$1.61M +$49.9K +500 +3%
DCC
958
Dow Chemical Company
Michigan
$1.61M
WC
959
Weil Company
California
$1.61M
CCG
960
Cypress Capital Group
Florida
$1.61M +$30.1K +302 +2%
GC
961
GFG Capital
Florida
$1.6M +$1.1M +10,984 +234%
CAS
962
Coppell Advisory Solutions
Texas
$1.6M -$247K -2,471 -14%
TWM
963
TSA Wealth Management
Texas
$1.6M +$71.1K +713 +5%
SFG
964
Sage Financial Group
Pennsylvania
$1.6M +$116K +1,163 +8%
FMI
965
F/M Investments
District of Columbia
$1.58M +$203K +2,030 +15%
TFA
966
Transamerica Financial Advisors
Florida
$1.57M -$146K -1,466 -9%
WFA
967
WestHill Financial Advisors
California
$1.57M +$67.3K +675 +5%
NFG
968
Nations Financial Group
Iowa
$1.56M +$86.3K +865 +6%
AW
969
Avion Wealth
Texas
$1.56M -$153K -1,534 -9%
FNC
970
First National Corp
Massachusetts
$1.56M +$507K +5,084 +49%
FNBOMD
971
First National Bank of Mount Dora
Florida
$1.55M +$1.53M +15,348 New
TF
972
Trek Financial
Arizona
$1.55M -$79.1K -793 -5%
SIS
973
Sound Income Strategies
Florida
$1.54M -$48.6K -487 -3%
MW
974
Maia Wealth
Colorado
$1.53M +$700K +7,014 +83%
BCA
975
Bay Colony Advisors
Massachusetts
$1.53M +$200K +2,007 +15%

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.