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
VPA
576
Vernal Point Advisors
California
$7.8M +$1.02M +10,334 +15%
AA
577
AlphaQ Advisors
Florida
$7.77M +$570K +5,784 +8%
AF
578
Apexium Financial
Texas
$7.76M +$132K +1,343 +2%
BMCM
579
Bryn Mawr Capital Management
Pennsylvania
$7.74M -$691K -7,018 -8%
SW
580
SteelPeak Wealth
California
$7.74M +$6.62M +67,190 +530%
DW
581
Durante & Waters
New York
$7.74M +$1.99M +20,208 +34%
FFP
582
Forbes Financial Planning
Rhode Island
$7.7M +$277K +2,808 +4%
GSWM
583
Greenup Street Wealth Management
Michigan
$7.68M -$8.88M -90,176 -53%
GDP
584
Great Diamond Partners
Maine
$7.67M +$75.9K +771 +1%
AWM
585
Avondale Wealth Management
Texas
$7.66M +$540K +5,480 +7%
Luther King Capital Management (LKCM)
586
Luther King Capital Management (LKCM)
Texas
$7.55M
HFS
587
Heritage Financial Services
Massachusetts
$7.54M +$726K +7,375 +10%
CT
588
Coastline Trust
Rhode Island
$7.51M +$2.03M +20,617 +36%
Pathstone Holdings
589
Pathstone Holdings
New Jersey
$7.48M +$2.79M +28,329 +58%
EWA
590
Emergent Wealth Advisors
New York
$7.48M +$168K +1,703 +2%
WIM
591
Westside Investment Management
California
$7.47M +$275K +2,790 +4%
PT
592
Plimoth Trust
Massachusetts
$7.42M +$125K +1,272 +2%
KFP
593
KMG Fiduciary Partners
Ohio
$7.39M +$1.17M +11,876 +18%
APW
594
Acima Private Wealth
Virginia
$7.38M +$706K +7,172 +10%
EWM
595
Elevatus Welath Management
New York
$7.38M +$7.5M +76,122 New
WP
596
WMS Partners
Maryland
$7.31M -$694K -7,043 -9%
SAM
597
Synergy Asset Management
Washington
$7.28M +$3.82M +38,767 +111%
MSAGDF
598
Moneda SA Administradora General de Fondos
Chile
$7.28M +$578K +5,865 +8%
EP
599
EPIQ Partners
Minnesota
$7.27M +$1.04M +10,581 +16%
CFO
600
CVA Family Office
Colorado
$7.26M +$1.49M +15,099 +25%

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.