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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
OBWP
1601
O'Brien Wealth Partners
Massachusetts
$202K +$199K +1,995 New
JFA
1602
JNBA Financial Advisors
Minnesota
$202K -$71.4K -716 -26%
SFG
1603
Sovereign Financial Group
Connecticut
$201K -$34.4K -345 -15%
PWP
1604
Pursue Wealth Partners
California
$201K +$198K +1,982 New
PCMC
1605
Planning Capital Management Corporation
Pennsylvania
$201K +$94.4K +946 +91%
MTIC
1606
Missouri Trust & Investment Company
Missouri
$200K -$1.8K -18 -0.9%
CTC
1607
Central Trust Company
Missouri
$198K -$43.6K -437 -18%
JGCM
1608
Joseph Group Capital Management
Ohio
$192K -$49.7K -498 -21%
DMIC
1609
Dixon Mitchell Investment Counsel
British Columbia, Canada
$191K -$34.7K -348 -16%
NFA
1610
Northwest Financial Advisors
Virginia
$187K +$184K +1,844 New
CB
1611
CNB Bank
Pennsylvania
$186K
VF
1612
VitalStone Financial
Texas
$181K +$3.39K +34 +2%
MPCG
1613
Matrix Private Capital Group
New York
$176K
HBW
1614
Hazlett, Burt & Watson
West Virginia
$173K -$4.49K -45 -3%
VWM
1615
Valley Wealth Managers
New Jersey
$172K -$20.5K -205 -11%
DSC
1616
Duncker Streett & Co
Missouri
$168K
CPA
1617
Cardiff Park Advisors
California
$164K +$1.3K +13 +0.8%
RWM
1618
Reston Wealth Management
Virginia
$164K +$161K +1,616 New
FMTCOCP
1619
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$163K
FF
1620
Friedenthal Financial
New Jersey
$162K +$200 +2 +0.1%
CT
1621
Clearstead Trust
Maine
$159K +$63.9K +640 +69%
KFI
1622
Key Financial Inc
Pennsylvania
$154K
PA
1623
PSI Advisors
Florida
$154K +$100 +1 +0.1%
WOSD
1624
WFA of San Diego
California
$152K
CSC
1625
Caldwell Sutter Capital
California
$152K -$399 -4 -0.3%

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.