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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
TIA
401
Tiemann Investment Advisors
California
$15.2M +$345K +3,504 +2%
Principal Financial Group
402
Principal Financial Group
Iowa
$15.2M +$872K +8,857 +6%
SCTC
403
Sanibel Captiva Trust Company
Florida
$15.1M +$1.11M +11,311 +8%
CWM
404
Chesapeake Wealth Management
Virginia
$15.1M +$963K +9,775 +7%
LBC
405
Lowe Brockenbrough & Co
Virginia
$15M -$486K -4,934 -3%
SCP
406
Silverleafe Capital Partners
Tennessee
$15M +$3.87M +39,307 +34%
OAM
407
Oppenheimer Asset Management
New York
$14.7M +$1.71M +17,359 +13%
CM
408
Cercano Management
Washington
$14.7M +$14.9M +151,570 New
NAM
409
NorthCrest Asset Manangement
Minnesota
$14.7M +$842K +8,547 +6%
Qube Research & Technologies (QRT)
410
Qube Research & Technologies (QRT)
United Kingdom
$14.6M +$6M +60,945 +68%
JAA
411
Joel Adams & Associates
North Carolina
$14.6M +$14.8M +150,439 New
AWM
412
Atticus Wealth Management
Florida
$14.5M +$14.8M +150,153 New
SA
413
Sunesis Advisors
Kansas
$14.5M +$965K +9,800 +7%
FA
414
Fiducient Advisors
Illinois
$14.3M +$399K +4,046 +3%
JJBC
415
James J. Burns & Company
New York
$14.2M -$1.46M -14,851 -9%
MBT
416
Montecito Bank & Trust
California
$14.2M -$1.77K -18 -0%
BCP
417
Blue Chip Partners
Michigan
$14.2M +$8.17M +82,991 +131%
EP
418
Essential Planning
New Hampshire
$14.1M +$13.9M +141,304 +6,354%
SCA
419
Sandy Cove Advisors
Massachusetts
$14.1M +$346K +3,513 +2%
CCA
420
Clearwater Capital Advisors
Illinois
$14.1M +$522K +5,298 +4%
VAMG
421
Voisard Asset Management Group
Michigan
$14M -$20.9M -211,987 -59%
I2I
422
Insight 2811 Inc
Illinois
$14M +$1.78M +18,091 +14%
IFA
423
Interactive Financial Advisors
Illinois
$13.9M +$103K +1,046 +0.7%
SFC
424
SYM Financial Corp
Indiana
$13.9M -$33.2K -337 -0.2%
AIA
425
Ally Invest Advisors
North Carolina
$13.8M +$2.65M +26,898 +23%

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.