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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
TA
1476
TrueWealth Advisors
Alabama
$290K -$42.2K -423 -13%
WCFA
1477
Walkner Condon Financial Advisors
Wisconsin
$290K +$285K +2,861 New
AC
1478
Avestar Capital
New York
$290K -$6.88K -69 -2%
CWA
1479
Clearview Wealth Advisors
Oregon
$289K +$37.6K +377 +15%
ACS
1480
Archford Capital Strategies
Illinois
$288K -$41.6K -417 -13%
SC
1481
Sykon Capital
New York
$286K -$11M -110,189 -98%
CMP
1482
Courage Miller Partners
Virginia
$284K -$41.9K -420 -13%
HWM
1483
HFG Wealth Management
Texas
$284K
BMC
1484
Benin Management Corp
Connecticut
$283K
FFA
1485
Founders Financial Alliance
North Carolina
$283K -$2.39K -24 -0.9%
PFC
1486
Phocas Financial Corp
California
$283K
WDL
1487
Well Done LLC
Michigan
$283K +$29.9K +300 +12%
LC
1488
Lavaca Capital
Texas
$279K +$275K +2,759 New
ZIG
1489
Zullo Investment Group
Pennsylvania
$276K -$21.8K -218 -7%
SWP
1490
Semus Wealth Partners
Florida
$275K -$62.3K -624 -19%
KCM
1491
Kanawha Capital Management
Virginia
$274K
SIM
1492
Stratos Investment Management
Ohio
$274K +$60K +601 +29%
WPC
1493
Waters Parkerson & Co
Louisiana
$274K
SBIA
1494
Sheaff Brock Investment Advisors
Indiana
$272K
RAS
1495
RPS Advisory Solutions
Kentucky
$271K -$303K -3,041 -53%
TCOT
1496
Trust Company of Toledo
Ohio
$270K +$31.1K +312 +13%
MFC
1497
Morris Financial Concepts
South Carolina
$269K -$9.88K -99 -4%
CPCP
1498
Cedar Point Capital Partners
Iowa
$269K +$265K +2,660 New
GWM
1499
GDS Wealth Management
Texas
$268K -$62.8K -629 -19%
ARG
1500
Advisory Resource Group
Oklahoma
$268K +$1.2K +12 +0.5%

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.