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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
G
76
GenTrust
Florida
$137M -$6.66M -66,742 -5%
DWM
77
Destination Wealth Management
California
$136M +$5.01M +50,209 +4%
EEP
78
Edgehill Endowment Partners
Connecticut
$134M -$39.2M -393,331 -23%
CWM
79
Campbell Wealth Management
Virginia
$132M +$130M +1,301,614 New
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$131M +$1.26M +12,584 +1%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$129M -$2.32M -23,302 -2%
Osaic Holdings
82
Osaic Holdings
Arizona
$126M -$12.9M -129,589 -9%
BNP Paribas Asset Management
83
BNP Paribas Asset Management
France
$124M +$11.2M +112,139 +10%
R
84
Rebalance
California
$123M +$4.05M +40,630 +3%
MCCA
85
Mill Creek Capital Advisors
Pennsylvania
$121M +$12.3M +123,492 +11%
CTB
86
Country Trust Bank
Illinois
$120M -$69.2K -694 -0.1%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$120M +$80.4M +806,291 +215%
AssetMark Inc
88
AssetMark Inc
California
$112M +$1.46M +14,659 +1%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$112M +$29.6M +296,331 +37%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$110M -$45.1M -451,903 -29%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$109M -$75.1M -752,854 -41%
MML Investors Services
92
MML Investors Services
Massachusetts
$108M +$5.59M +56,026 +6%
WB
93
WesBanco Bank
West Virginia
$105M +$16.1M +161,221 +18%
CAG
94
Crestwood Advisors Group
Massachusetts
$105M +$76.5M +767,063 +282%
TI
95
Tidal Investments
Wisconsin
$104M +$61.6M +617,200 +149%
BCI
96
Brinker Capital Investments
Pennsylvania
$103M +$37.3M +373,937 +58%
OPS
97
Orion Portfolio Solutions
Nebraska
$103M +$37.3M +373,937 +58%
P
98
&Partners
Tennessee
$103M +$68.6M +687,398 +213%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$102M +$3.94M +39,527 +4%
SPIA
100
Steward Partners Investment Advisory
New York
$101M +$10.1M +101,289 +11%

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.