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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
WIA
1351
Wetzel Investment Advisors
Indiana
$427K -$14M -140,739 -97%
HWM
1352
Hassell Wealth Management
Louisiana
$426K -$698 -7 -0.2%
RBC
1353
Romano Brothers & Co
Illinois
$424K +$15K +150 +4%
SIGI
1354
Susquehanna International Group (Ireland)
Ireland
$424K -$937K -9,387 -69%
HDIM
1355
Hanson & Doremus Investment Management
Vermont
$421K
NCM
1356
Noesis Capital Mangement
Florida
$420K -$48.9K -490 -11%
W
1357
WealthCollab
Washington
$418K +$4.49K +45 +1%
HWA
1358
Heritage Wealth Advisors
Virginia
$417K +$24.4K +245 +6%
BWL
1359
Bogart Wealth LLC
Virginia
$417K +$9.28K +93 +2%
SCA
1360
Stonebridge Capital Advisors
Minnesota
$416K +$18.3K +183 +5%
RWA
1361
River Wealth Advisors
Pennsylvania
$415K +$409K +4,102 New
MSAM
1362
Moloney Securities Asset Management
Missouri
$414K -$22.7K -228 -5%
TNB
1363
Thomasville National Bank
Georgia
$414K -$102K -1,027 -20%
2L
1364
25 LLC
Missouri
$413K +$2.99K +30 +0.7%
CF
1365
Copperwynd Financial
Arizona
$412K +$60.7K +608 +18%
FFG
1366
Fiduciary Financial Group
California
$412K -$251K -2,519 -38%
TWP
1367
Tempus Wealth Planning
California
$410K -$7.18K -72 -2%
LLWM
1368
Life Line Wealth Management
California
$409K -$24.2M -242,383 -98%
SXL
1369
Summit X LLC
Missouri
$409K -$144K -1,439 -25%
HA
1370
Hanover Advisors
South Carolina
$408K +$19.3K +193 +5%
CP
1371
Canopy Partners
Ohio
$406K +$188K +1,885 +89%
SCM
1372
Seascape Capital Management
New Hampshire
$405K -$153K -1,532 -28%
FRA
1373
Frank Rimerman Advisors
California
$405K
CSA
1374
Cottage Street Advisors
Massachusetts
$401K +$170K +1,706 +76%
HWM
1375
Hemington Wealth Management
Virginia
$398K +$404K +4,050 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.