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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
SSW
501
Smith Shellnut Wilson
Mississippi
$10.3M +$549K +5,572 +6%
MFS
502
Miller Financial Services
Michigan
$10.3M +$10.5M +106,222 New
FA
503
Flagstar Advisors
New York
$10.3M +$1.34M +13,604 +15%
MWA
504
Motive Wealth Advisors
Michigan
$10.3M +$1.44M +14,669 +16%
HCC
505
Hirtle Callaghan & Co
Pennsylvania
$10.2M
ANC
506
Ames National Corp
Iowa
$10.2M +$10.4M +105,103 New
MSWM
507
McGlone Suttner Wealth Management
Wisconsin
$10.2M +$3M +30,478 +41%
HIA
508
HTG Investment Advisors
Connecticut
$10.2M +$545K +5,538 +6%
SG Americas Securities
509
SG Americas Securities
New York
$10.1M +$9.95M +101,014 +3,104%
LL
510
LPWM LLC
Minnesota
$10M -$7.11M -72,237 -41%
COFSG
511
Carbahal Olsen Financial Services Group
California
$10M +$10.2M +103,304 New
TAM
512
TCP Asset Management
Ohio
$9.98M +$293K +2,978 +3%
FWP
513
Forefront Wealth Partners
Texas
$9.93M +$10.1M +102,470 New
APP
514
Avantax Planning Partners
Iowa
$9.92M -$607K -6,167 -6%
FWM
515
Foguth Wealth Management
Michigan
$9.89M +$2.51M +25,525 +33%
BBW
516
Blue Barn Wealth
Utah
$9.84M +$979K +9,940 +11%
SFS
517
Sharp Financial Services
Pennsylvania
$9.83M +$1.01M +10,218 +11%
AA
518
Addison Advisors
Vermont
$9.79M +$536K +5,441 +6%
SWG
519
Summit Wealth Group
Vermont
$9.7M -$271K -2,756 -3%
Daiwa Securities Group
520
Daiwa Securities Group
Japan
$9.68M -$876K -8,890 -8%
WA
521
Westfuller Advisors
New York
$9.66M +$1.09M +11,044 +12%
FA
522
FDx Advisors
Illinois
$9.65M -$181K -1,842 -2%
RC
523
Roundview Capital
New Jersey
$9.57M +$390K +3,959 +4%
ES
524
Eagle Strategies
New York
$9.56M +$154K +1,568 +2%
AFS
525
Amtrust Financial Services
New York
$9.55M

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.