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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
WEG
1876
World Equity Group
Illinois
-$200K -2,063 Closed
VAG
1877
VisionPoint Advisory Group
Texas
-$131K -1,347 Closed
TCWA
1878
Turtle Creek Wealth Advisors
Texas
-$130K -1,338 Closed
ZC
1879
Zeit Capital
Colorado
-$93.7K -965 Closed
IC
1880
Innealta Capital
Texas
-$62.8K -647 Closed
KFS
1881
Kelly Financial Services
Massachusetts
-$57.5K -592 Closed
NFSG
1882
Newbridge Financial Services Group
Florida
-$48.6K -500 Closed
CSWM
1883
Cassady Schiller Wealth Management
Ohio
-$42.8K -441 Closed
OWA
1884
Opal Wealth Advisors
New York
-$41.6K -429 Closed
AWA
1885
Alaska Wealth Advisors
Alaska
-$41.2K -424 Closed
TJHA
1886
Thomas J. Herzfeld Advisors
Florida
-$37.2K -383 Closed
LIA
1887
Lynx Investment Advisory
District of Columbia
-$28.5K -293 Closed
MFA
1888
Morling Financial Advisors
California
-$23.6K -243 Closed
PIS
1889
POM Investment Strategies
North Carolina
-$23.1K -238 Closed
FPF
1890
First Pacific Financial
Washington
-$19.8K -204 Closed
FCG
1891
Financial Connections Group
California
-$19K -200 Closed
ACM
1892
Anfield Capital Management
California
-$18K -185 Closed
IWP
1893
IAG Wealth Partners
Wisconsin
-$16.6K -171 Closed
TWP
1894
Triad Wealth Partners
Kansas
-$16.3K -168 Closed
RCM
1895
Richardson Capital Management
Wisconsin
-$11.6K -119 Closed
NMM
1896
Naples Money Management
Florida
-$8.37K -87 Closed
IRAG
1897
Investment Research & Advisory Group
Georgia
-$7.67K -79 Closed
SIM
1898
Studio Investment Management
Illinois
-$6.41K -66 Closed
AP
1899
Atwood & Palmer
Missouri
-$4.27K -44 Closed
RWMG
1900
Redwood Wealth Management Group
New Jersey
-$3.2K -33 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.