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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
I
1376
INVST
Indiana
$395K -$316K -3,170 -45%
MHR
1377
Matthew Hamilton Rosenberg
$393K +$309K +3,097 +394%
FMP
1378
Financial Management Professionals
Texas
$391K -$19.2K -192 -5%
SWA
1379
SOA Wealth Advisors
New York
$387K -$7.68K -77 -2%
ACM
1380
Advance Capital Management
Michigan
$387K -$114K -1,146 -23%
SIM
1381
SSI Investment Management
California
$386K
SF
1382
SWP Financial
California
$386K -$78.5K -787 -17%
AWA
1383
Adapt Wealth Advisors
Georgia
$383K -$387K -3,879 -51%
WFA
1384
Wade Financial Advisory
California
$378K -$3.59K -36 -1%
PBF
1385
Petix & Botte Financial
California
$376K +$200 +2 +0.1%
ClearBridge Investments
1386
ClearBridge Investments
New York
$375K +$2K +20 +0.5%
TCOTS
1387
Trust Company of the South
North Carolina
$375K +$77.8K +780 +27%
LA
1388
LexAurum Advisors
Kansas
$374K +$61.3K +614 +20%
PG
1389
Proffitt & Goodson
Tennessee
$372K -$2K -20 -0.5%
LF
1390
Lee Financial
Texas
$372K +$59.5K +596 +19%
JFG
1391
Jefferies Financial Group
New York
$371K
CIR
1392
Clear Investment Research
Georgia
$370K +$200 +2 +0.1%
FWP
1393
Firethorn Wealth Partners
Georgia
$369K -$16K -160 -4%
YAL
1394
Your Advocates Ltd
Texas
$368K -$20.5K -205 -5%
WAL
1395
W Advisors LLC
Tennessee
$368K -$1.1K -11 -0.3%
KFGK
1396
Keystone Financial Group (Kentucky)
Kentucky
$366K +$361K +3,617 New
CCAL
1397
City Center Advisors LLC
Michigan
$366K +$106K +1,067 +42%
MCWA
1398
Meadow Creek Wealth Advisors
Georgia
$365K
RA
1399
Rise Advisors
New York
$363K +$131K +1,309 +57%
ARC
1400
Advisor Resource Council
Texas
$361K +$356K +3,568 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.