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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
SMG
1526
Smart Money Group
Texas
$257K +$21.1K +211 +9%
BWM
1527
Brickley Wealth Management
California
$255K +$9.78K +98 +4%
KV
1528
Kickstand Ventures
New York
$255K -$8.98K -90 -3%
CPW
1529
Catalyst Private Wealth
California
$254K +$26.9K +270 +12%
SPW
1530
Surience Private Wealth
Washington
$254K
AM
1531
AGF Management
Ontario, Canada
$253K +$249K +2,500 New
FA
1532
Fiduciary Alliance
South Carolina
$253K +$249K +2,496 New
CFA
1533
CWS Financial Advisors
Michigan
$252K +$200 +2 +0.1%
ME
1534
McIlrath & Eck
Washington
$251K +$233K +2,331 +1,554%
JSL
1535
JT Stratford LLC
Georgia
$251K -$112K -1,126 -31%
PIM
1536
Penobscot Investment Management
Massachusetts
$250K -$60.1K -602 -20%
WA
1537
WealthTrust Axiom
Pennsylvania
$250K +$20.9K +209 +9%
WG
1538
Watchman Group
Texas
$248K
LWA
1539
Lantern Wealth Advisors
New York
$247K +$1.9K +19 +0.8%
C1AG
1540
Client 1st Advisory Group
Florida
$246K -$2.49K -25 -1%
FT
1541
Fiduciary Trust
Massachusetts
$246K +$242K +2,427 New
BO
1542
Bank OZK
Arkansas
$246K -$1.8K -18 -0.7%
BBA
1543
Braun-Bostich & Associates
Pennsylvania
$245K -$41.2K -413 -15%
TPWA
1544
TRUE Private Wealth Advisors
Oregon
$245K -$477K -4,782 -66%
KC
1545
Knuff & Co
California
$245K -$18K -180 -7%
LOPW
1546
Live Oak Private Wealth
North Carolina
$241K
VPWA
1547
Vestia Personal Wealth Advisors
Indiana
$240K +$16K +160 +7%
FSA
1548
Fort Sheridan Advisors
Illinois
$240K
CAM
1549
Concorde Asset Management
Michigan
$239K -$17.7K -177 -7%
AIA
1550
Allied Investment Advisors
Montana
$238K +$234K +2,350 New

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.