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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
EA
151
Efficient Advisors
Ohio
$62.7M -$3.97M -39,798 -6%
SHGA
152
Sand Hill Global Advisors
California
$61.2M +$653K +6,549 +1%
KPWS
153
Kestra Private Wealth Services
Texas
$60.3M +$10.6M +106,111 +22%
SHWM
154
Smith & Howard Wealth Management
Georgia
$60.1M +$6.7M +67,202 +13%
CHP
155
Cable Hill Partners
Oregon
$60M +$7.6M +76,202 +15%
FMC
156
First Merchants Corp
Indiana
$59.4M +$143K +1,437 +0.2%
RJT
157
Raymond James Trust
Florida
$59.3M +$142K +1,427 +0.2%
MLICM
158
Metropolitan Life Insurance Company (MetLife)
New York
$57.8M +$3.42M +34,269 +6%
JWA
159
JFS Wealth Advisors
Pennsylvania
$57.2M +$35.7K +358 +0.1%
BHWM
160
Bar Harbor Wealth Management
New Hampshire
$56.8M +$2.34M +23,464 +4%
BBA
161
BLB&B Advisors
Pennsylvania
$56.6M +$2.14M +21,476 +4%
AF
162
Affiance Financial
Minnesota
$56M +$1.26M +12,641 +2%
PWA
163
Provenance Wealth Advisors
Florida
$55.9M +$708K +7,097 +1%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$54.2M -$8.56M -85,836 -14%
CFFP
165
Center for Financial Planning
Michigan
$54.1M +$4.03M +40,381 +8%
M&T Bank
166
M&T Bank
New York
$53.7M +$34.7K +348 +0.1%
AFC
167
Adaptive Financial Consulting
Ohio
$53.7M +$1.97M +19,699 +4%
CFG
168
Compton Financial Group
Maryland
$53.1M +$473K +4,738 +0.9%
AWS
169
Atria Wealth Solutions
New York
$52.3M +$4.12M +41,254 +9%
SA
170
Sanctuary Advisors
Indiana
$51.7M +$11.7M +116,889 +28%
SGI
171
Summit Global Investments
Utah
$51.6M +$981K +9,829 +2%
FHA
172
First Horizon Advisors
Tennessee
$50.6M +$2.38M +23,822 +5%
LS
173
Liquid Strategies
Georgia
$50.3M +$1.51M +15,121 +3%
VOYA Investment Management
174
VOYA Investment Management
Georgia
$50M +$1.88M +18,799 +4%
FFN
175
Focus Financial Network
Minnesota
$49.7M +$1.38M +13,879 +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.