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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
SFS
1251
Summit Financial Strategies
Ohio
$614K -$157K -1,572 -21%
TCM
1252
Towneley Capital Management
California
$612K -$141K -1,418 -19%
FLPIM
1253
F.L. Putnam Investment Management
Massachusetts
$611K -$49.9K -500 -8%
BCP
1254
Berkeley Capital Partners
Georgia
$608K +$12K +120 +2%
IWN
1255
Independent Wealth Network
Iowa
$606K -$10.7K -107 -2%
FAM
1256
Family Asset Management
South Carolina
$606K -$998 -10 -0.2%
CJH
1257
Christopher J. Hasenberg
Wisconsin
$603K -$22.6K -227 -4%
CA
1258
Continuum Advisory
Idaho
$602K +$170K +1,705 +38%
CMBA
1259
C.M. Bidwell & Associates
Hawaii
$602K +$25.9K +260 +5%
SC
1260
SouthState Corp
Florida
$602K +$170K +1,700 +40%
SOS
1261
Silver Oak Securities
Tennessee
$601K -$420K -4,208 -41%
CCB
1262
Country Club Bank
Missouri
$599K -$152K -1,519 -20%
PC
1263
Prairiewood Capital
North Dakota
$599K -$7.88K -79 -1%
FWP
1264
FAS Wealth Partners
Kansas
$594K +$1.5K +15 +0.3%
ICM
1265
IMS Capital Management
Oregon
$593K
AFA
1266
Alpha Financial Advisors
North Carolina
$588K +$19.6K +196 +3%
PAM
1267
Palisade Asset Management
Minnesota
$582K
DW30
1268
Drucker Wealth 3.0
New Jersey
$580K +$33.9K +340 +6%
T
1269
TrueFG
Texas
$578K +$11.3K +113 +2%
BC
1270
Burney Company
Virginia
$573K -$4.89K -49 -0.9%
HWA
1271
HHM Wealth Advisors
Tennessee
$564K -$17K -170 -3%
HGA
1272
Hobbs Group Advisors
South Carolina
$563K +$541K +5,418 +3,737%
SWP
1273
Strategic Wealth Partners
Ohio
$562K -$475K -4,760 -46%
AAM
1274
Ameraudi Asset Management
New York
$559K
LCWP
1275
Legacy Capital Wealth Partners
Arkansas
$558K +$158K +1,580 +40%

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.