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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
CPG
1676
Cornerstone Planning Group
New Jersey
$68.2K -$41.2K -413 -37%
HWP
1677
Highline Wealth Partners
California
$67.9K +$41.3K +414 +162%
HCA
1678
Heck Capital Advisors
Wisconsin
$65.6K +$599 +6 +0.9%
KWAG
1679
Kiely Wealth Advisory Group
North Carolina
$64.8K
EBA
1680
Eagle Bay Advisors
New York
$63.7K
LOIP
1681
Live Oak Investment Partners
Texas
$62.3K
HIA
1682
Harbor Investment Advisory
Maryland
$61.3K
PAIM
1683
Punch & Associates Investment Management
Minnesota
$61.3K
WC
1684
Westwind Capital
New Mexico
$61K -$2.14M -21,492 -97%
GGI
1685
Godsey & Gibb Inc
Virginia
$58.9K
VC
1686
Vestor Capital
Illinois
$58K -$13.9K -139 -19%
WWP
1687
WR Wealth Planners
Missouri
$56.8K -$18.4K -184 -25%
M
1688
MOTCO
Texas
$54.9K +$54.1K +542 New
CJ
1689
Caitlin John
Michigan
$52.8K
CLOS
1690
Compagnie Lombard Odier SCmA
Switzerland
$52.7K
WTA
1691
Washington Trust Advisors
Massachusetts
$52.4K
CWP
1692
Concord Wealth Partners
Virginia
$51.7K +$26.7K +268 +110%
MFT
1693
Moisand Fitzgerald Tamayo
Florida
$47.5K -$8.18K -82 -15%
CWM
1694
CarsonAllaria Wealth Management
Illinois
$47.4K +$200 +2 +0.4%
DFA
1695
DHJJ Financial Advisors
Illinois
$43.6K +$100 +1 +0.2%
OC
1696
Oakworth Capital
Alabama
$43.2K -$53.8K -539 -56%
PFBT
1697
Parkside Financial Bank & Trust
Missouri
$43.2K -$19.7K -197 -32%
SC
1698
Steph & Co
Wisconsin
$42.8K
KHC
1699
Koesten Hirschmann & Crabtree
Kansas
$41.9K -$22.6K -227 -35%
CYG
1700
Clean Yield Group
Vermont
$41.1K

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.