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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
KC
1301
Kingfisher Capital
North Carolina
$505K +$244K +2,443 +96%
CCG
1302
Coastwise Capital Group
California
$503K +$36.7K +368 +8%
NG
1303
NWK Group
California
$501K -$28.5K -286 -5%
BFM
1304
Boston Financial Management
Massachusetts
$501K -$1.7K -17 -0.3%
BFG
1305
Beacon Financial Group
Texas
$498K +$9.48K +95 +2%
BWP
1306
Bernardo Wealth Planning
Pennsylvania
$497K +$22.3K +224 +5%
TCM
1307
Traynor Capital Management
Pennsylvania
$496K -$82.8K -830 -14%
MWM
1308
Melfa Wealth Management
Massachusetts
$494K +$20.1K +201 +4%
FNT
1309
First National Trust
Pennsylvania
$491K -$20.3K -203 -4%
EWM
1310
Executive Wealth Management
Michigan
$490K +$483K +4,840 New
PSA
1311
Plum Street Advisors
Louisiana
$490K +$90.9K +911 +23%
GA
1312
GSG Advisors
New Jersey
$490K +$483K +4,839 New
T. Rowe Price Associates
1313
T. Rowe Price Associates
Maryland
$489K +$481K +4,820 New
RT
1314
Rockland Trust
Massachusetts
$489K -$98.4K -986 -17%
LWL
1315
Leo Wealth LLC
Texas
$482K -$40.2K -403 -8%
JWCA
1316
J.W. Coons Advisors
Ohio
$481K +$16.5K +165 +4%
BFA
1317
Beaumont Financial Advisors
Massachusetts
$477K +$2.59K +26 +0.6%
RFA
1318
RTD Financial Advisors
Pennsylvania
$477K +$4.99K +50 +1%
Simplex Trading
1319
Simplex Trading
Illinois
$476K +$470K +4,707 New
RIG
1320
RiverFront Investment Group
Virginia
$476K -$61.3K -614 -12%
CD
1321
Chapin Davis
Maryland
$473K +$8.18K +82 +2%
HHGA
1322
Halbert Hargrove Global Advisors
California
$470K +$4.29K +43 +0.9%
TPW
1323
Talon Private Wealth
Florida
$470K +$463K +4,640 New
BFA
1324
Beacon Financial Advisory
Ohio
$468K +$119K +1,195 +35%
CA
1325
Crewe Advisors
Utah
$468K -$59.4K -595 -11%

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.