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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
SG Americas Securities
1426
SG Americas Securities
New York
$330K -$20.2M -202,107 -98%
MC
1427
Middleton & Co
Massachusetts
$329K
WLIM
1428
White Lighthouse Investment Management
Massachusetts
$325K +$78.1K +783 +32%
SSW
1429
Stone Summit Wealth
Florida
$323K -$11K -110 -3%
DWM
1430
Defined Wealth Management
Oregon
$322K +$3.79K +38 +1%
IWP
1431
Insight Wealth Partners
Texas
$321K +$317K +3,173 New
TCM
1432
Twin Capital Management
Pennsylvania
$321K +$2.89K +29 +0.9%
CF
1433
Centaurus Financial
California
$319K -$916K -9,186 -74%
OFG
1434
Oxford Financial Group
Indiana
$319K -$148K -1,479 -32%
PWS
1435
Peterson Wealth Services
Utah
$318K -$25.5K -256 -8%
FGA
1436
Fortis Group Advisors
New Jersey
$318K +$313K +3,140 New
SAS
1437
Stelac Advisory Services
New York
$318K
TW
1438
TrinityPoint Wealth
Connecticut
$317K -$40.1K -402 -11%
FWM
1439
Fonville Wealth Management
Virginia
$316K +$311K +3,122 New
ZCI
1440
Zevenbergen Capital Investments
Washington
$316K +$311K +3,120 New
GFA
1441
Gallagher Fiduciary Advisors
Illinois
$313K -$41.8K -419 -12%
SCM
1442
Stordahl Capital Management
Colorado
$313K -$17.8K -178 -5%
SC
1443
Stephenson & Company
California
$311K
HFP
1444
Holistic Financial Partners
Indiana
$309K -$98.4K -986 -24%
AGC
1445
Aspen Grove Capital
Colorado
$309K
IFO
1446
Independent Family Office
New York
$307K
DSA
1447
Droms Strauss Advisors
Missouri
$306K -$3.59K -36 -1%
DAM
1448
Delta Asset Management
Tennessee
$306K -$2K -20 -0.7%
WWM
1449
Wolff Wiese Magana
California
$306K +$69.8K +700 +30%
LWM
1450
Lyell Wealth Management
California
$305K -$20.5K -205 -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.