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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
RFG
476
RFP Financial Group
Georgia
$11M +$127K +1,287 +1%
SFG
477
Somnio Financial Group
Connecticut
$10.9M +$744K +7,554 +7%
MGIA
478
Moneta Group Investment Advisors
Missouri
$10.9M +$616K +6,255 +6%
OIA
479
OneDigital Investment Advisors
Kansas
$10.9M +$1.64M +16,636 +17%
GWM
480
Geneos Wealth Management
Colorado
$10.9M +$4.97M +50,457 +82%
Empower Advisory Group
481
Empower Advisory Group
Colorado
$10.9M -$1.96M -19,911 -15%
EK
482
Evensky & Katz
Florida
$10.8M +$757K +7,686 +7%
NL
483
NWAM LLC
Washington
$10.8M +$432K +4,382 +4%
BF
484
Blankinship & Foster
California
$10.8M -$761K -7,730 -6%
MA
485
Mutual Advisors
Nebraska
$10.8M -$16.5M -167,878 -60%
PI
486
Parkside Investments
Illinois
$10.8M +$1.38M +14,048 +14%
GHA
487
Granite Harbor Advisors
Texas
$10.7M +$343K +3,478 +3%
Kovitz Investment Group Partners
488
Kovitz Investment Group Partners
Illinois
$10.7M -$143K -1,456 -1%
CCM
489
Coldstream Capital Management
Washington
$10.7M -$699K -7,093 -6%
CH
490
Canton Hathaway
Rhode Island
$10.6M -$2.17M -22,000 -17%
PFM
491
Peak Financial Management
Massachusetts
$10.6M +$281K +2,849 +3%
SHJ
492
Sharkey, Howes & Javer
Colorado
$10.6M +$10.5M +106,957 +4,871%
LIA
493
LifePlan Investment Advisors
North Carolina
$10.5M -$801K -8,132 -7%
KFO
494
Kopp Family Office
Minnesota
$10.5M +$1.08M +11,000 +11%
ODIJL
495
One Day In July LLC
Vermont
$10.5M +$228K +2,317 +2%
BBVA
496
Banco Bilbao Vizcaya Argentaria
Spain
$10.4M +$8.33M +84,594 +383%
TGAM
497
TBH Global Asset Management
Tennessee
$10.4M -$1.28M -13,024 -11%
MPW
498
MGO Private Wealth
California
$10.4M -$67.4K -684 -0.6%
CWM
499
Congress Wealth Management
Massachusetts
$10.4M +$104K +1,052 +1%
AWMG
500
Alliance Wealth Management Group
New Jersey
$10.4M +$1.54M +15,663 +17%

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.