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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
CG
526
Cynosure Group
Utah
$9.53M -$434K -4,408 -4%
DC
527
Destiny Capital
Colorado
$9.52M +$106K +1,075 +1%
WFAG
528
Wescott Financial Advisory Group
Pennsylvania
$9.36M +$2.96M +30,046 +45%
THL
529
Tillman Hartley LLC
Colorado
$9.29M -$155K -1,578 -2%
CFA
530
Capstone Financial Advisors
Illinois
$9.23M +$111K +1,127 +1%
SC
531
Slow Capital
California
$9.22M +$32.2K +327 +0.3%
SHIM
532
Stone House Investment Management
Pennsylvania
$9.2M -$1.07M -10,853 -10%
Invesco
533
Invesco
Georgia
$9.18M +$9.33M +94,749 New
LP
534
LGL Partners
Pennsylvania
$9.12M +$64.6K +656 +0.7%
FIB
535
First Interstate Bank
Montana
$9.12M +$6.52M +66,197 +237%
OFS
536
Oldfather Financial Services
Nebraska
$9.1M +$2M +20,291 +28%
CT
537
Caldwell Trust
Florida
$9.09M +$878K +8,916 +10%
AWM
538
AE Wealth Management
Kansas
$9.01M -$5.81M -58,993 -39%
AH
539
Addis & Hill
Pennsylvania
$8.99M +$1.74M +17,710 +24%
CFG
540
Citizens Financial Group
Rhode Island
$8.92M +$2.28M +23,141 +34%
Marshall Wace
541
Marshall Wace
United Kingdom
$8.91M +$9.06M +92,000 New
CTA
542
Colonial Trust Advisors
South Carolina
$8.91M +$1.92M +19,458 +27%
SI
543
Stephens Inc
Arkansas
$8.89M +$463K +4,704 +5%
FCM
544
Firestone Capital Management
Florida
$8.82M +$473K +4,807 +6%
OWM
545
Opes Wealth Management
California
$8.74M +$683K +6,931 +8%
OC
546
Oppenheimer & Co
New York
$8.7M -$88.2K -896 -1%
GF
547
Gries Financial
Ohio
$8.7M +$7.73M +78,467 +695%
AWA
548
Arete Wealth Advisors
Illinois
$8.68M +$2.89M +29,358 +49%
AA
549
AJ Advisors
Tennessee
$8.64M +$172K +1,749 +2%
FA
550
Freestate Advisors
Kansas
$8.61M +$457K +4,642 +6%

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.