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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
ZB
176
Zions Bancorporation
Utah
$49.3M -$8.35M -83,719 -15%
EH
177
Equitable Holdings
New York
$48.6M +$1.17M +11,691 +2%
SB
178
Sunflower Bank
Texas
$48.6M +$549K +5,505 +1%
EPM
179
Elm Partners Management
Pennsylvania
$48.3M -$4.92M -49,340 -9%
PCG
180
Prosperity Consulting Group
Maryland
$48.3M +$1.58M +15,850 +3%
PAS
181
Park Avenue Securities
New York
$47.8M +$2.41M +24,192 +5%
NYLIM
182
New York Life Investment Management
New York
$46.4M +$885K +8,872 +2%
WSFS
183
Wilmington Savings Fund Society
Delaware
$46M +$43.1M +431,750 +1,956%
BWCS
184
Beirne Wealth Consulting Services
Connecticut
$46M +$16.4M +164,680 +57%
MWM
185
MTC Wealth Management
Florida
$45.6M +$224K +2,241 +0.5%
FCBT
186
First Citizens Bank & Trust
North Carolina
$45.4M +$81.8M +820,373 +9%
BB
187
Bell Bank
North Dakota
$45.2M -$3.32M -33,267 -7%
RhumbLine Advisers
188
RhumbLine Advisers
Massachusetts
$45.1M +$8.63M +86,463 +24%
ANB
189
Amarillo National Bank
Texas
$44.6M +$364K +3,644 +0.8%
VFPW
190
Vantage Financial Partners (Wisconsin)
Wisconsin
$44.2M +$6.81M +68,302 +19%
PAG
191
Private Advisor Group
New Jersey
$43.9M -$4.73M -47,444 -10%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$43.6M -$11.3M -113,527 -21%
Boston Partners
193
Boston Partners
Massachusetts
$43.4M
PEGL
194
P/E Global LLC
Massachusetts
$43.3M -$3.74M -37,460 -8%
CFB
195
Cullen/Frost Bankers
Texas
$43.2M +$1.21M +12,103 +3%
Jane Street
196
Jane Street
New York
$43.1M -$216M -2,163,042 -84%
DWA
197
Divergent Wealth Advisors
Utah
$42.8M +$1.11M +11,108 +3%
GWM
198
GoalFusion Wealth Management
Texas
$42.7M +$2.85M +28,527 +7%
MWM
199
Mascoma Wealth Management
New Hampshire
$42.7M +$2.39M +24,002 +6%
EPP
200
ETF Portfolio Partners
Kansas
$42.5M +$818K +8,194 +2%

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.