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
OMC
1801
Old Mission Capital
Illinois
-$38.3M -394,413 Closed
HF
1802
HRT Financial
New York
-$24.1M -248,154 Closed
TSS
1803
Two Sigma Securities
New York
-$15.8M -162,471 Closed
BCM
1804
BlueCrest Capital Management
Jersey
-$14.9M -153,201 Closed
AFP
1805
Alpha Financial Partners
Kentucky
-$13.6M -139,768 Closed
AWMNH
1806
Arcadia Wealth Management (New Hampshire)
New Hampshire
-$10.2M -105,011 Closed
GEM
1807
Global Endowment Management
North Carolina
-$9.97M -102,700 Closed
New York State Common Retirement Fund
1808
New York State Common Retirement Fund
New York
-$9.05M -93,182 Closed
JRP
1809
Jasper Ridge Partners
California
-$8.02M -82,663 Closed
FTUS
1810
Flow Traders U.S.
New York
-$7.29M -75,151 Closed
WA
1811
WP Advisors
California
-$6.53M -67,303 Closed
IWP
1812
Innova Wealth Partners
Pennsylvania
-$6.1M -62,813 Closed
4WM
1813
49 Wealth Management
Texas
-$5.75M -59,698 Closed
GBWM
1814
Granite Bay Wealth Management
New Hampshire
-$5.75M -59,181 Closed
D
1815
Dentgroup
Louisiana
-$4.65M -47,868 Closed
ICMARC
1816
International City Management Association Retirement Corp
District of Columbia
-$3.74M -38,550 Closed
LSA
1817
Lansing Street Advisors
Pennsylvania
-$2.57M -26,444 Closed
QC
1818
Quadrature Capital
United Kingdom
-$2.39M -24,616 Closed
RL
1819
Retireful LLC
Michigan
-$2.14M -22,034 Closed
HT
1820
Headlands Technologies
Illinois
-$1.8M -18,538 Closed
CGL
1821
Clarius Group LLC
Washington
-$1.72M -17,683 Closed
PWM
1822
Peterson Wealth Management
Nevada
-$1.52M -15,667 Closed
CH
1823
Cromwell Holdings
Wyoming
-$1.4M -14,385 Closed
FPGT
1824
Financial Partners Group (Tennessee)
Tennessee
-$1.25M -12,855 Closed
BFM
1825
Boothbay Fund Management
New York
-$1.1M -11,342 Closed

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.