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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
SOW
1751
State of Wyoming
Wyoming
$10.1K
LFA
1752
Legend Financial Advisors
Pennsylvania
$9.82K +$9.68K +97 New
OLVIG
1753
Oliver Lagore Vanvalin Investment Group
Michigan
$9.42K -$16.2K -162 -64%
UCI
1754
Uncommon Cents Investing
Wisconsin
$8.68K +$8.58K +86 New
TCM
1755
Tradewinds Capital Management
Washington
$8.51K -$1.2M -12,004 -99%
CPA
1756
Capital Performance Advisors
California
$8.4K +$8.28K +83 New
LIS
1757
Legacy Investment Solutions
Idaho
$8.3K +$8.48K +85 New
LWMI
1758
Legacy Wealth Management (Idaho)
Idaho
$8.3K +$8.48K +85 New
SL
1759
Salomon & Ludwin
Virginia
$8K
NRG
1760
Nemes Rush Group
Michigan
$7.83K
BOC
1761
Bull Oak Capital
California
$7.26K +$100 +1 +1%
PAI
1762
Pittenger & Anderson Inc
Nebraska
$7.09K -$2.19K -22 -24%
LFA
1763
LGT Financial Advisors
Texas
$7.09K
TAM
1764
Townsend Asset Management
North Carolina
$6.38K
MIM
1765
Macroview Investment Management
Maryland
$6.19K -$5.99K -60 -50%
OIA
1766
Optimum Investment Advisors
Illinois
$6.08K
VCM
1767
Versant Capital Management
Arizona
$5.97K
GWSA
1768
Global Wealth Strategies & Associates
Colorado
$5.67K
NEAM
1769
New England Asset Management
Connecticut
$5.06K
VNA
1770
Valley National Advisers
Pennsylvania
$5K
FCM
1771
Fourpath Capital Management
Oklahoma
$4.48K +$4.39K +44 New
EWM
1772
EPG Wealth Management
Georgia
$3.85K +$3.79K +38 New
DPW
1773
DiNuzzo Private Wealth
Pennsylvania
$3.14K +$200 +2 +7%
BWAM
1774
Boyd Watterson Asset Management
Ohio
$3.04K
FFO
1775
Fortitude Family Office
Arizona
$3.04K +$2.99K +30 New

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.