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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
VWM
1076
Vigilare Wealth Management
Arizona
$1.1M +$561K +5,625 +108%
SC
1077
Sierra Capital
Florida
$1.1M -$2.15M -21,533 -67%
Fiera Capital (Canada)
1078
Fiera Capital (Canada)
Quebec, Canada
$1.09M +$815K +8,166 +312%
AC
1079
ASB Consultores
Florida
$1.09M -$44.9K -450 -4%
BCM
1080
BTC Capital Management
Iowa
$1.08M -$7.08K -71 -0.7%
SFP
1081
Shepherd Financial Partners
Massachusetts
$1.08M -$55.2K -553 -5%
BPWM
1082
Badgley Phelps Wealth Managers
Washington
$1.07M +$33.8K +339 +3%
BFW
1083
Brady Family Wealth
Missouri
$1.07M
PA
1084
Paragon Advisors
Texas
$1.07M +$1.05M +10,552 New
KPWG
1085
KFA Private Wealth Group
Virginia
$1.07M -$756K -7,579 -42%
APWA
1086
Atlas Private Wealth Advisors
New Jersey
$1.06M -$43.2K -433 -4%
JCM
1087
Jacobi Capital Management
Pennsylvania
$1.06M -$8.78K -88 -0.8%
CCP
1088
Clarity Capital Partners
California
$1.05M +$346K +3,471 +51%
MFA
1089
Mayflower Financial Advisors
Massachusetts
$1.05M -$75.8K -760 -7%
LJAC
1090
L.J. Altfest & Co
New York
$1.05M -$259K -2,598 -20%
VCM
1091
Virtue Capital Management
Tennessee
$1.05M +$1.03M +10,331 New
CIBC Asset Management
1092
CIBC Asset Management
Ontario, Canada
$1.04M -$12.7K -127 -1%
PSCM
1093
Per Stirling Capital Management
Texas
$1.04M +$95.2K +954 +10%
RBFC
1094
Roman Butler Fullerton & Co
Missouri
$1.03M +$1.03M +10,363 New
HWM
1095
HighMark Wealth Management
Minnesota
$1.03M -$104K -1,042 -9%
ATC
1096
Argent Trust Co
Tennessee
$1.02M +$19.5K +195 +2%
SC
1097
Sepio Capital
Utah
$1.02M -$182K -1,821 -15%
FC
1098
Financial Consulate
Maryland
$1.02M
TWM
1099
Tolleson Wealth Management
Texas
$1.01M -$543K -5,443 -35%
BCM
1100
Bowie Capital Management
Texas
$1.01M -$648K -6,500 -39%

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.