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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
ZIM
126
Zacks Investment Management
Illinois
$78.2M +$2.43M +24,312 +3%
UCFA
127
United Capital Financial Advisors
Texas
$77.1M +$3.13M +31,381 +4%
TC
128
Toews Corporation
New Jersey
$76.2M +$70M +701,400 +1,367%
JHCM
129
Juniper Hill Capital Management
California
$74.6M
MWP
130
Meridian Wealth Partners
Pennsylvania
$74.4M +$7.75M +77,660 +12%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$73.7M -$71.8M -720,027 -50%
GKWIM
132
Gerber Kawasaki Wealth & Investment Management
California
$73.5M +$8.7M +87,153 +14%
Victory Capital Management
133
Victory Capital Management
Texas
$72.6M +$23.2M +232,741 +48%
BAM
134
Brave Asset Management
New Jersey
$71.9M +$3.09M +30,958 +5%
NPT
135
National Philanthropic Trust
Pennsylvania
$69.5M +$16.8M +168,214 +32%
SCP
136
Stamos Capital Partners
California
$69.3M -$44.3M -443,770 -39%
Franklin Resources
137
Franklin Resources
California
$69M +$182K +1,823 +0.3%
CST
138
Charles Schwab Trust
Nevada
$68.8M -$57.2M -572,908 -46%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$67.8M +$1.46M +14,611 +2%
Citadel Advisors
140
Citadel Advisors
Florida
$67.5M +$33.7M +337,330 +102%
FCAM
141
First Citizens Asset Management
North Carolina
$66.8M +$5.8M +58,174 +10%
Comerica Bank
142
Comerica Bank
Texas
$66.8M +$4.8M +48,149 +8%
PFA
143
Professional Financial Advisors
Nebraska
$66.5M +$588K +5,896 +0.9%
CWG
144
Cornerstone Wealth Group
North Carolina
$65.4M +$11.7M +117,681 +22%
PP
145
PDS Planning
Ohio
$65.2M +$7.88M +78,940 +14%
Lido Advisors
146
Lido Advisors
California
$65.2M -$11.7M -117,146 -15%
MCWS
147
McKinley Carter Wealth Services
West Virginia
$64.8M -$28.4M -284,164 -31%
FCH
148
Freestone Capital Holdings
Washington
$64.4M +$4.53M +45,425 +8%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$63.9M +$10.5M +105,388 +20%
NRI
150
NFP Retirement Inc
California
$63.4M -$2.49M -24,996 -4%

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.