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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
GPW
1501
Gray Private Wealth
Massachusetts
$267K +$263K +2,634 New
LA
1502
LPF Advisors
Florida
$266K -$2.59K -26 -1%
SWM
1503
Segment Wealth Management
Texas
$266K -$998 -10 -0.4%
CAL
1504
Capital Advisors Ltd
Ohio
$265K -$3.29K -33 -1%
KPP
1505
Kings Path Partners
Texas
$265K -$3.59K -36 -1%
IPW
1506
Impact Partnership Wealth
Georgia
$264K -$23.1K -232 -8%
DF
1507
Dunhill Financial
United Kingdom
$263K +$195K +1,950 +300%
Allianz Asset Management
1508
Allianz Asset Management
Germany
$263K
LMKC
1509
L.M. Kohn & Company
Ohio
$263K +$259K +2,597 New
EE
1510
EWG Elevate
California
$263K +$259K +2,594 New
VWM
1511
Venturi Wealth Management
Texas
$262K +$227K +2,275 +722%
AP
1512
Adero Partners
California
$262K +$38.8K +389 +18%
WF
1513
WoodTrust Financial
Wisconsin
$262K +$258K +2,586 New
CCM
1514
Chilton Capital Management
Texas
$262K
CC
1515
Cadinha & Co
Hawaii
$262K -$200 -2 -0.1%
T
1516
TNF
Montana
$261K
CAC
1517
Certified Advisory Corp
Florida
$261K +$257K +2,579 New
AR
1518
Apeiron RIA
Texas
$261K +$2.49K +25 +1%
1WM
1519
1900 Wealth Management
Texas
$260K +$399 +4 +0.2%
AWAG
1520
ARS Wealth Advisors Group
Florida
$259K +$256K +2,561 New
SCA
1521
Scott Capital Advisors
Oregon
$259K +$4.39K +44 +2%
AFS
1522
AFG Fiduciary Services
Massachusetts
$259K
BWM
1523
BNC Wealth Management
Oregon
$258K +$35.4K +355 +16%
JF
1524
Jump Financial
Illinois
$258K +$254K +2,550 New
RFP
1525
Root Financial Partners
California
$257K -$76.1K -763 -23%

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.