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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
WA
301
Waverly Advisors
Alabama
$25.1M +$12.4M +126,007 +94%
AWA
302
Archvest Wealth Advisors
California
$24.2M -$14.2M -144,244 -37%
BWM
303
Boyd Wealth Management
California
$24M +$9.66M +98,067 +66%
CFGS
304
Concourse Financial Group Securities
Alabama
$24M +$1.19M +12,127 +5%
PWM
305
Perigon Wealth Management
California
$24M -$4.28M -43,464 -15%
EFM
306
Eley Financial Management
Vermont
$24M +$846K +8,588 +4%
Lazard Asset Management
307
Lazard Asset Management
New York
$23.8M
CCT
308
Chemung Canal Trust
New York
$23.7M +$7.94M +80,617 +49%
FD
309
Financial Designs
California
$23.5M +$35K +355 +0.1%
GSWM
310
Golden State Wealth Management
California
$23.4M +$23.8M +241,271 New
HWA
311
Heartwood Wealth Advisors
Virginia
$23.2M +$40.4K +410 +0.2%
LWA
312
Lineweaver Wealth Advisors
Ohio
$22.9M -$12M -121,537 -34%
SWP
313
Summit Wealth Partners
Florida
$22.9M +$263K +2,672 +1%
VWA
314
Visionary Wealth Advisors
Illinois
$22.8M +$352K +3,572 +2%
MTC
315
Matrix Trust Company
Colorado
$22.8M -$438K -4,445 -2%
ASN
316
Advisory Services Network
Georgia
$22.7M +$677K +6,878 +3%
BFG
317
Berger Financial Group
Minnesota
$22.7M -$655K -6,652 -3%
MW
318
Marcum Wealth
Ohio
$22.2M +$6.25M +63,436 +38%
Brown Advisory
319
Brown Advisory
Maryland
$22M +$3M +30,439 +15%
OWA
320
Octavia Wealth Advisors
Ohio
$21.9M +$1.32M +13,407 +6%
BCG
321
BayBridge Capital Group
California
$21.9M -$463K -4,702 -2%
SFG
322
Snider Financial Group
Washington
$21.9M +$1.62M +16,495 +8%
SFA
323
Souders Financial Advisors
Ohio
$21.9M +$327K +3,317 +1%
TWA
324
TCI Wealth Advisors
Arizona
$21.8M +$794K +8,062 +4%
BIAS
325
Beacon Investment Advisory Services
New Jersey
$21.7M +$862K +8,750 +4%

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.