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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$12.3B +$445M +4,456,569 +4%
RJA
2
Raymond James & Associates
Florida
$7.2B +$237M +2,376,267 +3%
BlackRock
3
BlackRock
New York
$5.17B +$498M +4,994,286 +11%
Wells Fargo
4
Wells Fargo
California
$5.15B -$721M -7,230,727 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.95B +$479M +4,801,557 +11%
Bank of America
6
Bank of America
North Carolina
$4.03B -$177M -1,774,218 -4%
US Bancorp
7
US Bancorp
Minnesota
$3.7B +$371M +3,717,053 +11%
Morgan Stanley
8
Morgan Stanley
New York
$2.85B +$270M +2,708,590 +11%
Goldman Sachs
9
Goldman Sachs
New York
$2.66B -$143M -1,431,432 -5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$2.28B +$318M +3,184,724 +16%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$1.91B +$310M +3,106,136 +20%
Betterment LLC
12
Betterment LLC
New York
$1.9B +$27.9M +279,285 +2%
Northern Trust
13
Northern Trust
Illinois
$1.51B -$92.9M -931,475 -6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.3B +$112M +1,121,012 +10%
Creative Planning
15
Creative Planning
Kansas
$1.28B -$32.7M -327,692 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.21B -$127M -1,272,415 -10%
Charles Schwab
17
Charles Schwab
California
$1.17B -$64.3M -644,526 -5%
AA
18
Acorns Advisers
California
$1.16B +$40.3M +403,526 +4%
Ameriprise
19
Ameriprise
Minnesota
$1.1B +$73.4M +735,365 +7%
WI
20
WealthNavi Inc
Japan
$999M +$23.2M +232,340 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$963M +$59.1M +592,734 +7%
USAA
22
United Services Automobile Association
Texas
$925M +$468M +4,694,299 +106%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$921M +$154M +1,540,422 +20%
AAS
24
Avantax Advisory Services
Texas
$884M +$437M +4,377,465 +101%
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$877M +$24.2M +242,695 +3%

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.