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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
PCA
426
Peddock Capital Advisors
Massachusetts
$13.6M -$2.06M -20,880 -13%
KFG
427
Kelly Financial Group
Connecticut
$13.6M +$13.8M +140,470 New
TCCP
428
Tide Cove Capital Partners
California
$13.5M +$13.9M +141,387 New
FA
429
Fagan Associates
New York
$13.2M +$3.08M +31,273 +30%
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2M +$7.38M +74,947 +123%
FA
431
FC Advisory
Pennsylvania
$13.2M +$398K +4,041 +3%
FCT
432
Family Capital Trust
Massachusetts
$13.2M +$1.07M +10,815 +9%
GWSG
433
GPS Wealth Strategies Group
Colorado
$13.1M -$2.93M -29,763 -18%
HFS
434
HBC Financial Services
Washington
$13M +$960K +9,751 +8%
HNWAG
435
High Net Worth Advisory Group
Florida
$13M -$153K -1,558 -1%
RF
436
Robinswood Financial
Washington
$12.9M +$216K +2,192 +2%
NCM
437
New Capital Management
Texas
$12.8M +$67.3K +683 +0.5%
MFG
438
MidWestOne Financial Group
Iowa
$12.7M -$1.39M -14,151 -10%
EIP
439
Easterly Investment Partners
Massachusetts
$12.7M
CWM
440
Calamos Wealth Management
Illinois
$12.7M +$7.09K +72 +0.1%
CAM
441
Creekmur Asset Management
Illinois
$12.7M +$1.49M +15,137 +13%
GC
442
Grimes & Company
Massachusetts
$12.7M +$3.61M +36,651 +39%
WPW
443
Watershed Private Wealth
Illinois
$12.6M -$3.76M -38,126 -23%
FPW
444
Fairvoy Private Wealth
Alabama
$12.5M +$12.7M +128,779 New
NC
445
NewSquare Capital
Pennsylvania
$12.4M +$173K +1,760 +1%
William Blair & Company
446
William Blair & Company
Illinois
$12.3M -$225K -2,282 -2%
B
447
Barings
North Carolina
$12.3M -$13.4M -135,985 -52%
ACM
448
Andina Capital Management
Utah
$12.3M +$5.41M +54,919 +76%
AL
449
Aspiriant LLC
California
$12.2M +$1.5M +15,186 +14%
GCA
450
Greenwood Capital Associates
South Carolina
$12.1M -$137K -1,387 -1%

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.