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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
MCI
1201
MRP Capital Investments
Georgia
$716K
HFS
1202
Howard Financial Services
Texas
$715K -$33K -331 -4%
SIA
1203
SkyView Investment Advisors
New Jersey
$709K +$698K +7,000 New
PCA
1204
Pallas Capital Advisors
Massachusetts
$707K +$100 +1 +0%
HP
1205
Holistic Planning
Texas
$707K +$696K +6,980 New
CNC
1206
Citizens & Northern Corp
Pennsylvania
$705K -$950K -9,525 -58%
MCA
1207
MSH Capital Advisors
Arizona
$702K +$289K +2,893 +72%
WF
1208
Warner Financial
Maryland
$701K
VC
1209
Veracity Capital
Georgia
$701K -$7.88K -79 -1%
SC
1210
Summa Corp
Texas
$699K +$140K +1,400 +25%
AP
1211
Americana Partners
Texas
$696K +$210K +2,104 +44%
FFA
1212
Florida Financial Advisors
Florida
$694K +$478K +4,789 +232%
LIG
1213
Lokken Investment Group
Delaware
$694K +$28.1K +282 +4%
HS
1214
Horan Securities
United States
$692K +$289K +2,899 +74%
SFCL
1215
Strengthening Families & Communities LLC
Massachusetts
$692K +$12.4K +124 +2%
FH
1216
FWG Holdings
Florida
$691K -$470K -4,713 -40%
AAM
1217
Augustine Asset Management
Florida
$690K +$680K +6,812 New
CWS
1218
Cypress Wealth Services
California
$689K -$52.9K -530 -7%
PP
1219
Patten & Patten
Tennessee
$687K -$3.59K -36 -0.5%
AHL
1220
Abel Hall LLC
Louisiana
$686K -$8.28K -83 -1%
GL
1221
Gerber LLC
Ohio
$684K
EFG
1222
Elios Financial Group
Ohio
$681K +$671K +6,727 New
MA
1223
MCF Advisors
Kentucky
$674K -$96.3K -965 -13%
SSC
1224
Syverson Strege & Co
Iowa
$673K -$21.8K -218 -3%
RPGK
1225
Retirement Planning Group (Kansas)
Kansas
$667K +$56.6K +567 +9%

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.