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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
BB
1826
Busey Bank
Illinois
-$926K -9,544 Closed
PWC
1827
PYA Waltman Capital
Tennessee
-$896K -9,232 Closed
TPWA
1828
Twin Peaks Wealth Advisors
California
-$768K -7,913 Closed
NWM
1829
Napa Wealth Management
California
-$751K -7,737 Closed
SG
1830
Strid Group
Pennsylvania
-$743K -7,657 Closed
WBG
1831
Wharton Business Group
Pennsylvania
-$723K -7,451 Closed
MWM
1832
Maripau Wealth Management
Indiana
-$713K -7,343 Closed
SAM
1833
Strategy Asset Managers
California
-$700K -7,147 Closed
BWG
1834
Balanced Wealth Group
Ohio
-$605K -6,284 Closed
JF
1835
JSF Financial
California
-$595K -6,132 Closed
XT
1836
XTX Topco
Cayman Islands
-$579K -5,968 Closed
EFA
1837
Edge Financial Advisors
Illinois
-$542K -5,580 Closed
CFCI
1838
Comprehensive Financial Consultants Institutional
Indiana
-$486K -5,004 Closed
ACM
1839
Arlington Capital Management
Illinois
-$478K -4,921 Closed
DFA
1840
Davies Financial Advisors
California
-$446K -4,594 Closed
GS
1841
GTS Securities
New York
-$435K -4,485 Closed
HAC
1842
Harbor Advisory Corp
New Hampshire
-$403K -4,150 Closed
Calamos Advisors
1843
Calamos Advisors
Illinois
-$381K -3,925 Closed
GI
1844
Gradient Investments
Minnesota
-$372K -3,836 Closed
MIS
1845
Morningstar Investment Services
Illinois
-$372K -3,811 Closed
ACG
1846
Allen Capital Group
Nebraska
-$357K -3,674 Closed
SL
1847
SWMG LLC
Texas
-$344K -3,541 Closed
GCM
1848
Gables Capital Management
Florida
-$340K -3,500 Closed
EAM
1849
Evanson Asset Management
California
-$338K -3,480 Closed
UWM
1850
USAdvisors Wealth Management
Minnesota
-$331K -3,414 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.