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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
ITIM
1651
Indiana Trust & Investment Management
Indiana
$102K -$9.28K -93 -8%
HIIFS
1652
Harel Insurance Investments & Financial Services
Israel
$102K
MFC
1653
Mechanics Financial Corp
Ohio
$101K
KSWA
1654
Kathleen S. Wright Associates
Pennsylvania
$101K +$99.8K +1,000 New
WI
1655
Wintrust Investments
Illinois
$100K -$296K -2,963 -75%
EB
1656
Eastern Bank
Massachusetts
$99.9K +$98.4K +986 New
WSC
1657
Wellington Shields & Co
New York
$99K
NRC
1658
New Republic Capital
North Carolina
$97.3K -$162K -1,620 -63%
TCOV
1659
Trust Company of Vermont
Vermont
$95.1K -$4.99K -50 -5%
TAM
1660
Tucker Asset Management
Colorado
$93.8K +$22.1K +222 +32%
WAS
1661
Winch Advisory Services
Wisconsin
$92.6K +$4.99K +50 +6%
GFL
1662
Granite FO LLC
New Hampshire
$89.5K +$88.1K +883 New
GWANC
1663
Guardian Wealth Advisors (North Carolina)
North Carolina
$88.1K
CAM
1664
Chesapeake Asset Management
New York
$87.6K
AIM
1665
Anchor Investment Management
South Carolina
$85.8K -$9.48K -95 -10%
BHWM
1666
Beaird Harris Wealth Management
Texas
$85K
BIM
1667
Breakwater Investment Management
Washington
$83.5K -$1.1K -11 -1%
BLC
1668
Brown, Lisle/Cummings
Rhode Island
$81K
YDMI
1669
Y.D. More Investments
Israel
$81K
BFO
1670
Biltmore Family Office
North Carolina
$79.3K
RAM
1671
Riggs Asset Management
Pennsylvania
$78.5K -$53K -531 -41%
SWC
1672
Spectrum Wealth Counsel
Indiana
$78.4K
NIC
1673
Northwest Investment Counselors
Oregon
$77.4K +$76.2K +764 New
CHC
1674
City Holding Co
West Virginia
$76.7K
PAG
1675
Paladin Advisory Group
Iowa
$69.3K +$1.5K +15 +2%

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.