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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
MGW
1401
MB Generational Wealth
Washington
$360K
PWP
1402
Perfromance Wealth Partners
Illinois
$358K -$50.2K -503 -12%
IWMA
1403
Ironwood Wealth Management (Arizona)
Arizona
$353K -$168K -1,683 -33%
B
1404
Bailard
California
$350K +$345K +3,458 New
SCM
1405
Spreng Capital Management
Ohio
$350K -$645K -6,468 -65%
HCP
1406
Hardin Capital Partners
South Carolina
$350K
IWA
1407
Icon Wealth Advisors
Texas
$349K +$344K +3,447 New
OPA
1408
Old Port Advisors
Maine
$348K -$47.6K -477 -12%
HCM
1409
Hengehold Capital Management
Ohio
$348K -$16.8K -168 -5%
HGERS
1410
Householder Group Estate & Retirement Specialist
Arizona
$348K -$11.2K -112 -3%
PIFP
1411
Partners in Financial Planning
Virginia
$348K
KDA
1412
Kraft Davis & Associates
Missouri
$348K -$9.02M -90,369 -96%
IC
1413
IEQ Capital
California
$347K -$54.7K -548 -14%
HCP
1414
Hexagon Capital Partners
Arkansas
$346K +$100 +1 +0%
WW
1415
Westshore Wealth
California
$344K +$599 +6 +0.2%
WCWM
1416
Willow Creek Wealth Management
California
$342K
GWP
1417
Gateway Wealth Partners
Wisconsin
$341K +$70.1K +703 +26%
PMA
1418
Prudent Man Advisors
Illinois
$340K
TIAM2
1419
Tru Independence Asset Management 2
Oregon
$339K +$334K +3,343 New
LWM
1420
Lakeridge Wealth Management
Ohio
$336K
PP
1421
Patron Partners
Texas
$334K -$152K -1,519 -32%
WBC
1422
West Branch Capital
Massachusetts
$333K
PP
1423
PrairieView Partners
Minnesota
$332K -$26.6K -267 -8%
UBG
1424
United Bank (Georgia)
Georgia
$331K
SDWMA
1425
Schneider Downs Wealth Management Advisors
Pennsylvania
$331K -$19.8K -198 -6%

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.