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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
BIP
1151
Blueprint Investment Partners
North Carolina
$862K -$32.1K -322 -4%
RI
1152
Rinkey Investments
California
$861K -$44.5K -446 -5%
AA
1153
Advisory Alpha
Michigan
$861K +$100K +1,003 +13%
DFA
1154
DHK Financial Advisors
New Hampshire
$861K +$848K +8,500 New
DPI
1155
Diversified Portfolios Inc
Michigan
$853K -$41.3K -414 -5%
FWIA
1156
Fort Washington Investment Advisors
Ohio
$853K +$474K +4,749 +129%
AAS
1157
Annex Advisory Services
Wisconsin
$851K -$562K -5,635 -40%
KBFS
1158
Kohmann Bosshard Financial Services
Ohio
$850K +$2.89K +29 +0.3%
BCM
1159
Brookmont Capital Management
Texas
$850K +$16.2K +162 +2%
WC
1160
Whitney & Co
New York
$849K +$200 +2 +0%
VFIC
1161
Valley Forge Investment Consultants
Pennsylvania
$848K +$40.2K +403 +5%
USB
1162
Union Savings Bank
Connecticut
$843K -$13.5K -135 -2%
PIA
1163
Perennial Investment Advisors
California
$833K -$21.3K -213 -3%
LA
1164
Latitude Advisors
Florida
$830K +$161K +1,618 +25%
CW
1165
CIC Wealth
Maryland
$827K +$37.2K +373 +5%
TCA
1166
Transcend Capital Advisors
New Jersey
$824K +$141K +1,413 +21%
MYIA
1167
Mount Yale Investment Advisors
Colorado
$823K +$337K +3,381 +71%
LNWWM
1168
Laird Norton Wetherby Wealth Management
California
$819K -$67.2K -674 -8%
MW
1169
MBL Wealth
North Carolina
$818K +$41.9K +420 +5%
FAM
1170
Flaharty Asset Management
Florida
$814K -$1.5K -15 -0.2%
PCM
1171
Pointe Capital Management
Michigan
$813K +$316K +3,168 +65%
TYCC
1172
Texas Yale Capital Corp
Florida
$812K +$510K +5,113 +176%
RBA
1173
Richard Bernstein Advisors
New York
$808K +$796K +7,974 New
FSA
1174
Financial Services Advisory
Maryland
$807K +$28.9K +290 +4%
CL
1175
COWA LLC
Oklahoma
$802K +$790K +7,920 New

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.