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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
IGAM
326
iA Global Asset Management
Quebec, Canada
$21.7M
PFA
327
Pure Financial Advisors
California
$21.7M +$6.16M +62,516 +39%
BOH
328
Bank of Hawaii
Hawaii
$21.7M +$468K +4,751 +2%
CC
329
Cultivar Capital
Texas
$21.5M +$483K +4,906 +2%
LFS
330
Lutz Financial Services
Nebraska
$21.5M +$1.12M +11,349 +5%
OBWG
331
Onyx Bridge Wealth Group
New York
$21.4M +$1.22M +12,404 +6%
SS
332
SBI Securities
Japan
$21.4M +$21.7M +220,347 New
VAS
333
Vestmark Advisory Solutions
Massachusetts
$21.2M +$3.32M +33,719 +18%
AFG
334
Atomi Financial Group
New York
$21.1M +$2.02M +20,554 +10%
ACP
335
Aveo Capital Partners
Colorado
$21M +$184K +1,869 +0.9%
AWM
336
Ameliora Wealth Management
Switzerland
$20.9M +$68.2K +692 +0.3%
BC
337
Bowman & Company
Wisconsin
$20.6M +$292K +2,969 +1%
FFA
338
Farther Finance Advisors
California
$20.6M +$13.1M +132,597 +166%
MSFS
339
Main Street Financial Solutions
Pennsylvania
$20.3M +$1.04M +10,549 +5%
SC
340
Scotia Capital
Ontario, Canada
$20.2M -$6.35M -64,487 -24%
CL
341
Choreo LLC
Illinois
$20.2M +$4.64M +47,110 +29%
WI
342
WrapManager Inc
California
$20.1M +$810K +8,222 +4%
VA
343
Valmark Advisers
Ohio
$20M -$153K -1,549 -0.7%
OMC
344
Old Mission Capital
Illinois
$19.9M +$20.3M +205,739 New
MWM
345
Modera Wealth Management
New Jersey
$19.6M -$31K -315 -0.2%
AG
346
Ascent Group
Virginia
$19.5M +$169K +1,717 +0.9%
HI
347
Hudock Inc
Pennsylvania
$19.4M -$422K -4,288 -2%
CAMG
348
CWA Asset Management Group
Florida
$19.4M +$1.15M +11,645 +6%
PFPT
349
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.2M +$452K +4,589 +2%
CBT
350
Central Bank & Trust
Kentucky
$19M -$2.46M -24,936 -11%

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.