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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
DWS
1776
Dynamic Wealth Strategies
California
$3K
SC
1777
Solstein Capital
California
$2.94K
SFA
1778
Semmax Financial Advisors
North Carolina
$2.93K
NA
1779
Nordwand Advisors
Pennsylvania
$2.73K -$86.4K -866 -97%
FRA
1780
Front Row Advisors
California
$2.73K
GIA
1781
GHP Investment Advisors
Colorado
$2.43K -$100 -1 -4%
GWS
1782
Glassman Wealth Services
Virginia
$2.33K
FUBT
1783
First United Bank & Trust
Maryland
$2.02K
APC
1784
Aspire Private Capital
North Carolina
$1.94K +$1.9K +19 New
PWMG
1785
Prestige Wealth Management Group
New Jersey
$1.42K
ACA
1786
American Capital Advisory
Idaho
$1.32K
CA
1787
Claris Advisors
Missouri
$1.32K +$1.3K +13 New
TIM
1788
Tortoise Investment Management
New York
$1.22K +$200 +2 +20%
SWM
1789
Sugarloaf Wealth Management
Georgia
$1.2K
GIM
1790
GE Investment Management
Connecticut
$1.01K -$1.11M -11,138 -100%
MWM
1791
MGB Wealth Management
Texas
$848
RCM
1792
Raleigh Capital Management
North Carolina
$709
LB
1793
Legacy Bridge
Iowa
$507
IHWM
1794
Iron Horse Wealth Management
Iowa
$258
BGAI
1795
Bruce G. Allen Investments
Colorado
$101
FCAS
1796
First Command Advisory Services
Texas
$101 +$100 +1 New
SHF
1797
Safe Harbor Fiduciary
Florida
$101 +$100 +1 New
HI
1798
Hoey Investments
Pennsylvania
$74
MFA
1799
McClarren Financial Advisors
Pennsylvania
$5 +$10.1K +101 New
CMP
1800
Coston McIsaac & Partners
Maine
$4

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.