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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
FWM
1051
Forza Wealth Management
Florida
$1.19M
WHG
1052
Westwood Holdings Group
Texas
$1.17M -$371K -3,723 -24%
CIA
1053
Choate Investment Advisors
Massachusetts
$1.16M -$3.42M -34,238 -75%
EFS
1054
Econ Financial Services
Pennsylvania
$1.16M -$10.3M -103,205 -90%
AF
1055
Apollon Financial
South Carolina
$1.16M +$7.48K +75 +0.7%
EIP
1056
Ellis Investment Partners
Pennsylvania
$1.16M +$66.5K +667 +6%
VAG
1057
Vannoy Advisory Group
Texas
$1.15M +$23.3K +234 +2%
TTWM
1058
TCV Trust & Wealth Management
Virginia
$1.15M -$305K -3,060 -21%
CFD
1059
Creative Financial Designs
Indiana
$1.15M +$221K +2,217 +24%
PCA
1060
Providence Capital Advisors
North Carolina
$1.15M +$39K +391 +4%
FCP
1061
Fidelis Capital Partners
Florida
$1.14M +$1.16M +11,607 New
GF
1062
Gries Financial
Ohio
$1.14M +$64.1K +642 +6%
CPRC
1063
Consolidated Portfolio Review Corp
New York
$1.14M -$79.3K -795 -7%
SC
1064
Stephens Consulting
Michigan
$1.14M +$299 +3 +0%
PI
1065
PineBridge Investments
New York
$1.13M +$20K +200 +2%
FOA
1066
Five Oceans Advisors
California
$1.13M -$282K -2,825 -20%
RFA
1067
Register Financial Advisors
Georgia
$1.13M +$93.3K +935 +9%
NP
1068
Nilsine Partners
Colorado
$1.13M +$22.7K +228 +2%
LAM
1069
LifePro Asset Management
California
$1.13M -$67.6K -678 -6%
CB
1070
Centennial Bank
Arkansas
$1.12M -$490K -4,909 -31%
AWA
1071
Arkadios Wealth Advisors
Georgia
$1.12M +$143K +1,429 +15%
WS
1072
Wedbush Securities
California
$1.12M -$154K -1,541 -12%
MAS
1073
Madden Advisory Services
Florida
$1.11M +$149K +1,496 +16%
RFA
1074
Resurgent Financial Advisors
Georgia
$1.1M -$41.3K -414 -4%
GFG
1075
Goldstone Financial Group
Illinois
$1.1M +$44.7K +448 +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.