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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
PWMG
1851
Private Wealth Management Group
New Jersey
-$325K -3,347 Closed
TPA
1852
Trivium Point Advisory
Connecticut
-$319K -3,283 Closed
FHC
1853
First Heartland Consultants
Missouri
-$310 -3,188 Closed
WN
1854
Williams & Novak
California
-$309K -3,185 Closed
EGWAG
1855
Elwood & Goetz Wealth Advisory Group
Georgia
-$309K -3,183 Closed
NEPPG
1856
New England Professional Planning Group
Rhode Island
-$305K -3,143 Closed
BIM
1857
Bullseye Investment Management
Ohio
-$305K -3,044 Closed
CWA
1858
Continuum Wealth Advisors
New York
-$292K -3,003 Closed
HNWA
1859
Henrickson Nauta Wealth Advisors
Michigan
-$290K -2,986 Closed
MAM
1860
Milestone Asset Management
Pennsylvania
-$287K -2,954 Closed
B
1861
Bensler
Washington
-$282K -2,903 Closed
TFP
1862
Tilia Fiduciary Partners
North Carolina
-$280K -2,885 Closed
MWA
1863
Midland Wealth Advisors
Illinois
-$277K -2,855 Closed
SI
1864
Seeds Investor
New York
-$259K -2,670 Closed
WCP
1865
Wick Capital Partners
Pennsylvania
-$245K -2,529 Closed
LODC
1866
Lanham O'Dell & Company
West Virginia
-$243K -2,500 Closed
PIA
1867
Pinion Investment Advisors
Kansas
-$242K -2,493 Closed
WJWM
1868
Williams Jones Wealth Management
New York
-$240K -2,471 Closed
TWCA
1869
Two West Capital Advisors
Kansas
-$239K -2,465 Closed
HFA
1870
High Falls Advisors
New York
-$230K -2,370 Closed
VA
1871
Vident Advisory
Georgia
-$227K -2,343 Closed
BTIM
1872
BancFirst Trust & Investment Management
Oklahoma
-$219K -2,247 Closed
RIG
1873
Ramiah Investment Group
Wisconsin
-$218K -2,242 Closed
RMAM
1874
Raab & Moskowitz Asset Management
New Jersey
-$216K -2,228 Closed
DIA
1875
Davidson Investment Advisors
Montana
-$213K -2,199 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.