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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
AA
1176
Axiom Advisory
California
$798K +$6.49K +65 +0.8%
KFG
1177
Kingdom Financial Group
Arizona
$794K +$195K +1,953 +33%
PWMG
1178
Pinnacle Wealth Management Group
Michigan
$781K -$6.69M -67,053 -90%
SP
1179
Successful Portfolios
Florida
$778K -$3.49K -35 -0.5%
OGF
1180
Orin Green Financial
California
$777K
CA
1181
Cornerstone Advisory
Maryland
$771K +$65.1K +653 +9%
SCA
1182
Stillwater Capital Advisors
Pennsylvania
$763K +$751K +7,530 New
GHA
1183
GW Henssler & Associates
Georgia
$756K +$745K +7,464 New
BWM
1184
Benchmark Wealth Management
Connecticut
$754K +$37.6K +377 +5%
PRWA
1185
Platte River Wealth Advisors
Colorado
$754K -$77.3K -775 -9%
QWM
1186
Quadcap Wealth Management
Texas
$753K +$78.8K +790 +12%
AAG
1187
Armstrong Advisory Group
Massachusetts
$750K +$32.9K +330 +5%
HWP
1188
Hibernia Wealth Partners
Louisiana
$746K +$8.18K +82 +1%
GCAC
1189
Guardian Capital Advisors (Canada)
Ontario, Canada
$745K +$23.7K +238 +3%
NWA
1190
New World Advisors
Massachusetts
$745K -$59.1K -592 -7%
ACI
1191
Alpha Cubed Investments
California
$739K +$39.6K +397 +6%
SWA
1192
Strategies Wealth Advisors
Michigan
$738K +$143K +1,434 +25%
RWA
1193
Redhawk Wealth Advisors
Minnesota
$735K +$501K +5,024 +225%
CCA
1194
Childress Capital Advisors
Texas
$734K +$40.8K +409 +6%
HTC
1195
Haverford Trust Company
Pennsylvania
$730K +$99.8K +1,000 +16%
USCWA
1196
U.S. Capital Wealth Advisors
Texas
$724K
TDWM
1197
Topel & Distasi Wealth Management
California
$719K +$2.69K +27 +0.4%
VCS
1198
Vaughan & Co Securities
New Jersey
$718K +$22.1K +222 +3%
CIC
1199
Carnegie Investment Counsel
Ohio
$718K -$22.4K -225 -3%
FA
1200
Fountainhead AM
New Jersey
$718K +$127K +1,268 +22%

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.