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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
Wealthfront Advisers
1551
Wealthfront Advisers
California
$238K +$234K +2,350 New
NIWA
1552
New Insight Wealth Advisors
California
$237K
LPP
1553
Life Planning Partners
Florida
$235K +$998 +10 +0.4%
SOAG
1554
Silver Oak Advisory Group
Oregon
$234K
AA
1555
ACT Advisors
North Carolina
$234K +$1.1K +11 +0.5%
NWM
1556
Northwest Wealth Management
Iowa
$233K -$73.9K -741 -24%
WAOTB
1557
Wealth Advisors of Tampa Bay
Florida
$231K
MA
1558
MONECO Advisors
Connecticut
$231K -$362K -3,626 -61%
DWM
1559
Darwin Wealth Management
Florida
$230K +$227K +2,274 New
RIL
1560
Rothschild Investment LLC
Illinois
$230K +$2K +20 +0.9%
WI
1561
Wedgewood Investors
Pennsylvania
$230K
CWM
1562
Core Wealth Management
Florida
$229K
MCM
1563
MidAtlantic Capital Management
Virginia
$229K -$3.29K -33 -1%
ABC
1564
Associated Banc-Corp
Wisconsin
$228K +$225K +2,256 New
SFP
1565
Sweet Financial Partners
Minnesota
$228K +$224K +2,247 New
TCWM
1566
Total Clarity Wealth Management
Illinois
$227K +$2.99K +30 +1%
CFG
1567
Cooper Financial Group
California
$227K +$223K +2,238 New
EP
1568
Essential Planning
New Hampshire
$225K -$10.4K -104 -4%
DWM
1569
Dopkins Wealth Management
New York
$225K
3AM
1570
3EDGE Asset Management
Florida
$224K +$221K +2,213 New
FW
1571
FullCircle Wealth
Texas
$224K
BCA
1572
Bray Capital Advisors
Florida
$223K +$99.8K +1,000 +83%
SHJ
1573
Sharkey, Howes & Javer
Colorado
$222K -$92.4K -926 -30%
FDCDDQ
1574
Federation des caisses Desjardins du Quebec
Quebec, Canada
$222K -$86.2K -864 -28%
HBT
1575
Hills Bank & Trust
Iowa
$222K +$22.4K +225 +11%

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.