We are live on ! Find out more
AGG icon

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
IWP
551
Innova Wealth Partners
Pennsylvania
$8.6M +$8.74M +88,764 New
AFP
552
Ausdal Financial Partners
Iowa
$8.52M +$208K +2,110 +2%
SL
553
Sentinus LLC
Illinois
$8.47M +$5.98M +60,734 +228%
BWA
554
BlueSky Wealth Advisors
North Carolina
$8.44M -$1.44M -14,639 -14%
ECG
555
Edge Capital Group
Georgia
$8.41M +$981K +9,959 +13%
GAG
556
GM Advisory Group
New York
$8.36M -$525K -5,326 -6%
FWM
557
FFT Wealth Management
Pennsylvania
$8.31M -$59.2K -601 -0.7%
AWM
558
Act Wealth Management
Texas
$8.3M +$75.4K +766 +0.9%
CIAS
559
CFS Investment Advisory Services
New Jersey
$8.28M +$1.24M +12,584 +17%
TA
560
TruWealth Advisors
Louisiana
$8.26M +$791K +8,031 +10%
Kayne Anderson Rudnick Investment Management
561
Kayne Anderson Rudnick Investment Management
California
$8.23M -$997K -10,126 -11%
NFP
562
NorthLanding Financial Partners
New York
$8.23M +$579K +5,883 +7%
AFO
563
Arrowroot Family Office
California
$8.22M +$2.65M +26,882 +46%
FWI
564
Facet Wealth Inc
Maryland
$8.21M +$2.05M +20,816 +33%
BEI
565
Benjamin Edwards Inc
Missouri
$8.16M -$1.18M -11,966 -12%
CAG
566
Csenge Advisory Group
Florida
$8.13M +$1.13M +11,502 +16%
SAM
567
Summit Asset Management
Tennessee
$8.11M +$6.18M +62,789 +301%
HNW
568
High Note Wealth
Minnesota
$8.1M +$6.93M +70,329 +532%
CCA
569
Catalyst Capital Advisors
New York
$8.06M +$514K +5,223 +7%
USWG
570
U.S. Wealth Group
New York
$8.01M +$8.14M +82,617 New
CTA
571
Chesley Taft & Associates
Illinois
$7.99M -$2.99M -30,345 -27%
HWA
572
Hillcrest Wealth Advisors
New Jersey
$7.94M +$2.02M +20,484 +33%
CPCM
573
Cornerstone Partners Capital Management
Virginia
$7.91M
LAM
574
Lifestyle Asset Management
Texas
$7.91M -$7.45M -75,648 -48%
LSAG
575
Lake Street Advisors Group
New Hampshire
$7.87M +$563K +5,718 +8%

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.