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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
RFC
276
Regions Financial Corp
Alabama
$27.8M +$1.03M +10,470 +4%
PFM
277
Phillips Financial Management
Indiana
$27.7M -$8.49M -86,160 -23%
GBI
278
GP Brinson Investments
Illinois
$27.2M
ST
279
Smithfield Trust
Pennsylvania
$27.2M +$185K +1,882 +0.7%
TCM
280
TD Capital Management
Tennessee
$27M -$1.36M -13,770 -5%
Natixis Advisors
281
Natixis Advisors
Massachusetts
$26.9M +$19.2M +194,999 +235%
FBT
282
First Bank & Trust
South Dakota
$26.9M +$1.11M +11,269 +4%
TW
283
Transform Wealth
Colorado
$26.8M +$2.37M +24,052 +10%
FCIM
284
Fairview Capital Investment Management
California
$26.8M +$2.7M +27,451 +11%
RBA
285
Richard Bernstein Advisors
New York
$26.8M +$26.4M +268,349 +3,365%
FHC
286
Fort Henry Capital
West Virginia
$26.5M -$114K -1,158 -0.4%
EBT
287
Enterprise Bank & Trust
Massachusetts
$26.5M +$720K +7,312 +3%
COI
288
Connable Office Inc
Michigan
$26.5M -$2.83M -28,742 -10%
FFS
289
Founders Financial Securities
Maryland
$26.4M -$2.95M -29,965 -10%
WANY
290
Wealthspire Advisors (New York)
New York
$26.3M -$647K -6,564 -2%
UW
291
Unique Wealth
Florida
$26.3M +$4.91M +49,814 +22%
GA
292
Greenspring Advisors
Maryland
$26.2M +$3.39M +34,410 +15%
MCM
293
MV Capital Management
Maryland
$25.9M +$403K +4,096 +2%
HI
294
Horizon Investments
North Carolina
$25.9M -$2.71M -27,555 -9%
PA
295
Parkside Advisors
California
$25.7M +$596K +6,056 +2%
HCM
296
Hudson Capital Management
New Jersey
$25.5M +$129K +1,308 +0.5%
CCM
297
Chaney Capital Management
Washington
$25.4M +$25.9M +262,503 New
NL
298
NEPC LLC
Massachusetts
$25.4M -$13.1M -132,942 -34%
AF
299
Advisornet Financial
Minnesota
$25.4M +$5.65M +57,365 +28%
GGS
300
Galvin Gaustad & Stein
Arizona
$25.2M +$756K +7,671 +3%

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.