We are live on ! Find out more
AGG icon

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
HNB
1726
Hilltop National Bank
Wyoming
$22.3K
SIC
1727
SJS Investment Consulting
Ohio
$21.6K +$200 +2 +0.9%
FGC
1728
Financial Gravity Companies
Texas
$20.9K +$20.6K +206 New
FCMT
1729
Founders Capital Management (Texas)
Texas
$20.3K
MSG
1730
Main Street Group
Virginia
$20.3K
TSMHT
1731
Thurston Springer Miller Herd & Titak
Indiana
$19.7K
FP
1732
Financial Perspectives
Minnesota
$19.2K +$998 +10 +6%
TLA
1733
Tanglewood Legacy Advisors
Texas
$17.7K +$100 +1 +0.6%
AWM
1734
Activest Wealth Management
Florida
$17.7K -$10.2K -102 -37%
EAM
1735
Eukles Asset Management
Ohio
$17.3K
PA
1736
Pineridge Advisors
Missouri
$16.1K +$4.49K +45 +39%
POIA
1737
Pin Oak Investment Advisors
Texas
$16K
BC
1738
Barrett & Company
Rhode Island
$15.5K +$100 +1 +0.7%
PK
1739
Pflug Koory
Nebraska
$15K +$14.8K +148 New
LWA
1740
Lowe Wealth Advisors
Maryland
$14.4K
FWM
1741
FSA Wealth Management
Massachusetts
$13.8K +$13.6K +136 New
CFO
1742
Colony Family Offices
North Carolina
$13.7K +$13.5K +135 New
TCPG
1743
Trivant Custom Portfolio Group
California
$13.1K -$299 -3 -2%
VWWMG
1744
Vermillion & White Wealth Management Group
Pennsylvania
$11.8K
IRC
1745
Investors Research Corp
Georgia
$11.6K
AFWM
1746
Abich Financial Wealth Management
Virginia
$11.5K -$57.4K -575 -83%
FPB
1747
First PREMIER Bank
South Dakota
$11K
BBHC
1748
Brown Brothers Harriman & Co
New York
$10.6K +$10.2K +102 +3,400%
CAM
1749
Clarity Asset Management
Iowa
$10.3K
AI
1750
Arvest Investments
Arkansas
$10.2K

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.