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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
WAM
1226
WNY Asset Management
New York
$667K -$71.1K -713 -10%
NA
1227
Nottingham Advisors
New York
$667K
FAG
1228
Fortitude Advisory Group
Washington
$666K +$36.1K +362 +6%
Vanguard Group
1229
Vanguard Group
Pennsylvania
$665K +$409K +4,095 +166%
BRIA
1230
Balanced Rock Investment Advisors
Massachusetts
$660K
EWM
1231
Empirical Wealth Management
Washington
$658K +$89.9K +901 +16%
AFG
1232
Argent Financial Group
Louisiana
$655K +$645K +6,467 New
CA
1233
Cambridge Advisors
Nebraska
$654K
CA
1234
Calton & Associates
Florida
$652K +$8.58K +86 +1%
MOS
1235
MGO One Seven
Ohio
$652K -$302K -3,023 -32%
Bank Julius Baer & Co
1236
Bank Julius Baer & Co
Switzerland
$651K -$1.22M -12,269 -69%
TCG
1237
Transcendent Capital Group
Oklahoma
$651K -$351K -3,517 -35%
AF
1238
Aviso Financial
Ontario, Canada
$642K
SGWM
1239
Sterling Group Wealth Management
California
$638K +$399 +4 +0.1%
MA
1240
Montag & Associates
Georgia
$636K
GA
1241
GFS Advisors
Texas
$628K +$156K +1,563 +34%
LNB
1242
Ledyard National Bank
$627K +$29.5K +296 +5%
LRIA
1243
Leonard Rickey Investment Advisors
Washington
$626K -$14.8K -148 -2%
AWM
1244
Aprio Wealth Management
Georgia
$626K +$102K +1,024 +20%
PS
1245
Planned Solutions
California
$625K +$50.1K +502 +9%
RDWM
1246
Red Door Wealth Management
Tennessee
$624K +$215K +2,151 +54%
Pictet Asset Management
1247
Pictet Asset Management
Switzerland
$620K -$1.81M -18,100 -75%
ACM
1248
Absolute Capital Management
Pennsylvania
$616K +$607K +6,086 New
RWP
1249
Revolve Wealth Partners
New Jersey
$616K +$50.7K +508 +9%
CA
1250
CoreCap Advisors
Michigan
$614K +$605K +6,063 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.