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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
FWP
1576
Falcon Wealth Planning
California
$222K -$83.8K -840 -28%
PAMG
1577
Patton Albertson Miller Group
Tennessee
$222K -$7.18K -72 -3%
PPW
1578
Parcion Private Wealth
Washington
$221K +$399 +4 +0.2%
HA
1579
Herold Advisors
New York
$221K +$2K +20 +0.9%
TMWM
1580
Taylor & Morgan Wealth Management
Michigan
$218K -$6.09K -61 -3%
FIM
1581
FWL Investment Management
Texas
$216K +$209K +2,092 +4,981%
MFG
1582
Magnus Financial Group
New York
$215K +$212K +2,122 New
DWP
1583
Destiny Wealth Partners
Florida
$215K +$1.6K +16 +0.8%
TWM
1584
Tanglewood Wealth Management
Texas
$214K
GIA
1585
Guyasuta Investment Advisors
Pennsylvania
$214K +$210K +2,109 New
BCM
1586
Boltwood Capital Management
California
$213K
IFWM
1587
Institute for Wealth Management
Colorado
$212K +$209K +2,095 New
CFA
1588
Cahill Financial Advisors
Minnesota
$212K +$208K +2,089 New
AWG
1589
Altus Wealth Group
Colorado
$211K -$7.98K -80 -4%
Loomis, Sayles & Company
1590
Loomis, Sayles & Company
Massachusetts
$211K
PPC
1591
Park Place Capital
Alabama
$210K -$11K -110 -5%
YWM
1592
Yoder Wealth Management
California
$208K +$205K +2,052 New
CCA
1593
Cadent Capital Advisors
Oklahoma
$208K -$7.78K -78 -4%
EWM
1594
Evercore Wealth Management
New York
$207K +$204K +2,045 New
PHIC
1595
Pine Haven Investment Counsel
Massachusetts
$207K +$204K +2,040 New
SAM
1596
SignalPoint Asset Management
Missouri
$206K -$39.9K -400 -16%
RWI
1597
Red Wave Investments
Pennsylvania
$203K +$200K +2,008 New
MCG
1598
McCollum Christoferson Group
New York
$203K -$229K -2,300 -53%
WSCM
1599
Wellington Shields Capital Management
New York
$203K
GT
1600
Greenleaf Trust
Michigan
$202K +$199K +1,995 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.