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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
SCG
1326
Sonata Capital Group
Washington
$468K +$461K +4,621 New
E
1327
ETFidea
New York
$466K +$89.8K +900 +24%
SWA
1328
Sax Wealth Advisors
New Jersey
$465K +$75.2K +754 +20%
NSIM
1329
North Star Investment Management
Illinois
$460K +$105K +1,054 +30%
GAB
1330
German American Bancorp
Indiana
$460K
MI
1331
Motiv8 Investments
Florida
$457K -$14.5K -145 -3%
EWA
1332
EverSource Wealth Advisors
Alabama
$456K -$9.38K -94 -2%
CMI
1333
Clare Market Investments
Texas
$456K -$265K -2,661 -37%
FFWA
1334
FRG Family Wealth Advisors
Washington
$454K +$447K +4,485 New
SPA
1335
Sentinel Pension Advisors
Massachusetts
$454K +$16.4K +164 +4%
SI
1336
Sprott Inc
Ontario, Canada
$451K +$19.8K +198 +5%
ATI
1337
ARK & TLK Investments
Oklahoma
$451K +$86.7K +869 +24%
WJA
1338
Willis Johnson & Associates
Texas
$449K +$36.1K +362 +9%
BWM
1339
Bulltick Wealth Management
Florida
$447K +$4.49K +45 +1%
HR
1340
Howe & Rusling
New York
$447K +$10.5K +105 +2%
TF
1341
Tompkins Financial
New York
$446K
VVP
1342
Venture Visionary Partners
Ohio
$446K -$2.19K -22 -0.5%
BWM
1343
Brown Wealth Management
Illinois
$441K +$435K +4,356 New
BRM
1344
Boston Research & Management
Massachusetts
$437K +$3.69K +37 +0.9%
SA
1345
Strategic Advocates
Utah
$436K -$29.5K -296 -6%
PAA
1346
Peregrine Asset Advisers
Oregon
$436K
MFWP
1347
Mosaic Family Wealth Partners
Missouri
$433K +$9.98K +100 +2%
OWM
1348
Orgel Wealth Management
Wisconsin
$429K -$363K -3,638 -46%
PGF
1349
Plan Group Financial
Oklahoma
$428K +$422K +4,226 New
PA
1350
Promethium Advisors
Maryland
$428K +$421K +4,223 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.