We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF
AGG

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: 339 → 358 (+19)

1% more funds holding

Funds holding: 1,771 → 1,791 (+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

Top Buyers

Rank Fund Capital Flow
1
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
+$811M
2
BlackRock
BlackRock
New York
+$498M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$479M
4
USAA
United Services Automobile Association
Texas
+$468M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$445M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$721M
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$509M
3
Jane Street
Jane Street
New York
-$216M
4
SFC
Strategic Financial Concepts
Texas
-$186M
5
Bank of America
Bank of America
North Carolina
-$177M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1001
Red Tortoise LLC
Georgia
$1.38M +$12.5K +125 +0.9%
PP
1002
Paloma Partners
Connecticut
$1.38M +$1.36M +13,600 New
ACA
1003
Anchor Capital Advisors
Massachusetts
$1.37M -$1.5K -15 -0.1%
WDG
1004
Wealth Dimensions Group
Ohio
$1.37M -$89.3K -895 -6%
EA
1005
Evergreen Advisors
Tennessee
$1.37M -$136K -1,362 -9%
EAM
1006
Empirical Asset Management
Massachusetts
$1.36M +$417K +4,177 +45%
SA
1007
Stewardship Advisors
Pennsylvania
$1.35M +$70.8K +710 +6%
BC
1008
Bakala Capital
South Carolina
$1.35M +$36.5K +366 +3%
HNW
1009
High Note Wealth
Minnesota
$1.34M +$1.07M +10,703 +426%
BCM
1010
Bourgeon Capital Management
Connecticut
$1.33M +$193K +1,939 +17%
ACGA
1011
Atlanta Consulting Group Advisors
Georgia
$1.33M +$507K +5,079 +63%
PGFC
1012
Peapack-Gladstone Financial Corp
New Jersey
$1.33M -$264K -2,644 -17%
BP
1013
BBR Partners
New York
$1.33M +$102K +1,018 +8%
PIWA
1014
Prevail Innovative Wealth Advisors
Kansas
$1.33M +$122K +1,221 +10%
PCMF
1015
Private Capital Management (Florida)
Florida
$1.33M +$14.1K +141 +1%
GPA
1016
Garrison Point Advisors
California
$1.32M +$3.99K +40 +0.3%
VFA
1017
Voya Financial Advisors
Connecticut
$1.32M -$2K -20 -0.2%
IIC
1018
Integrated Investment Consultants
Michigan
$1.32M +$326K +3,265 +34%
KWMG
1019
King Wealth Management Group
Florida
$1.31M -$68.5K -687 -5%
Millennium Management
1020
Millennium Management
New York
$1.31M +$1.29M +12,963 New
PWG
1021
Private Wealth Group
Florida
$1.31M – – –
PWP
1022
Phillips Wealth Planners
Mississippi
$1.31M +$47.3K +474 +4%
OP
1023
ORG Partners
Indiana
$1.31M +$39.4K +395 +3%
TWP
1024
Total Wealth Planning
Ohio
$1.31M – – –
UB
1025
UMB Bank
Missouri
$1.3M -$269K -2,700 -17%
39 40
41
42 43

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.