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iShares Core US Aggregate Bond ETF

1,934 hedge funds and large institutions have $108B invested in iShares Core US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 299 funds opening new positions, 890 increasing their positions, 574 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 299 | Existing positions closed: 117

55% more repeat investments, than reductions

Existing positions increased: 890 | Existing positions reduced: 574

8% more funds holding

Funds holding: 1,7911,934 (+143)

2.09% more ownership

Funds ownership: 88.41%90.5% (+2.1%)

2% more funds holding in top 10

Funds holding in top 10: 358364 (+6)

2% more capital invested

Capital invested by funds: $105B → $108B (+$2.59B)

39% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $19.2M

Holders
1,934
Holders Change
+143
Holders Change %
+7.98%
% of All Funds
25.47%
Holding in Top 10
364
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.68%
% of All Funds
4.79%
New
299
Increased
890
Reduced
574
Closed
117
Calls
$11.8M
Puts
$19.2M
Net Calls
-$7.48M
Net Calls Change
+$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clearstead Advisors
Ohio
$31.5M +$18.4M +186,407 +135%
FWC
252
First Washington Corp
Washington
$31.4M +$21.8M +221,469 +215%
GA
253
Geller Advisors
New York
$31.1M +$305K +3,093 +1%
AWS
254
Atria Wealth Solutions
New York
$31.1M -$19.2M -195,281 -38%
BFA
255
Bright Financial Advisors
Michigan
$31.1M -$1.39M -14,068 -4%
TA
256
Tectonic Advisors
Texas
$31M -$779K -7,906 -2%
GVAG
257
Great Valley Advisor Group
Delaware
$30.3M +$546K +5,540 +2%
BBNA
258
Bremer Bank National Association
Minnesota
$30.2M +$314K +3,188 +1%
LI
259
LVZ Inc
Michigan
$30.2M +$1.62M +16,416 +6%
MMA
260
Miracle Mile Advisors
California
$29.9M +$2.84M +28,790 +10%
LPT
261
Legacy Private Trust
Wisconsin
$29.8M -$717K -7,278 -2%
NMIMC
262
Northwestern Mutual Investment Management Company
Wisconsin
$29.8M -$1.77M -17,948 -6%
FFA
263
First Foundation Advisors
California
$29.7M +$2.9M +29,480 +11%
DIP
264
DT Investment Partners
Pennsylvania
$29.6M +$164K +1,669 +0.6%
GFWA
265
Grey Fox Wealth Advisors
Delaware
$29.5M +$2.68M +27,213 +10%
MCM
266
MAI Capital Management
Ohio
$29.5M +$30M +304,507 New
UBV
267
United Bank (Virginia)
Virginia
$29.4M +$3.63M +36,896 +14%
CIP
268
Capital Insight Partners
Arizona
$29.4M +$764K +7,755 +3%
SWM
269
Shakespeare Wealth Management
Wisconsin
$29.2M +$668K +6,780 +2%
FHB
270
First Hawaiian Bank
Hawaii
$28.8M -$190K -1,925 -0.6%
DWM
271
Dakota Wealth Management
Florida
$28.2M -$1.61M -16,336 -5%
Bank of Nova Scotia
272
Bank of Nova Scotia
Ontario, Canada
$28.1M -$1.14M -11,573 -4%
HW
273
Hancock Whitney
Mississippi
$27.9M +$3.62M +36,794 +15%
PA
274
Parallel Advisors
California
$27.8M -$223K -2,260 -0.8%
AIA
275
Arbor Investment Advisors
North Carolina
$27.8M +$1.97M +20,046 +8%

AGG Hedge Fund Activity: Q4 2024 in Review

1,934 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q4 2024, worth a combined $108B — up 2.5% from $105B a quarter earlier.

Buyers outnumbered sellers: 299 funds opened new AGG positions and 117 closed out — a net gain of 182 holders — while 890 added to existing stakes and 574 trimmed.

The largest buyer was Johns Hopkins University, opening a new position worth an estimated $1.39B. The largest seller was BlackRock, cutting an estimated $801M.

  • 1,934 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q4 2024, up from 1,791 in Q3 2024.
  • Funds reported $108B of iShares Core US Aggregate Bond ETF stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 299 funds opened new iShares Core US Aggregate Bond ETF positions in Q4 2024 and 117 closed out, a net change of +182 holders.
  • The largest iShares Core US Aggregate Bond ETF buyer in Q4 2024 was Johns Hopkins University, an estimated $1.39B added.
  • The largest iShares Core US Aggregate Bond ETF seller in Q4 2024 was BlackRock, an estimated $801M sold.

Based on aggregated 13F filings for Q4 2024.