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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
HWM
601
HB Wealth Management
Georgia
$7.24M +$2.6M +26,354 +54%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$7.22M +$1.52M +15,438 +26%
LWM
603
Lionsbridge Wealth Management
Florida
$7.22M -$255K -2,592 -3%
CFG
604
Cosner Financial Group
Colorado
$7.21M
CMA
605
Cedar Mountain Advisors
Oregon
$7.2M -$1.58K -16 -0%
JWS
606
Juncture Wealth Strategies
Arizona
$7.15M +$783K +7,951 +12%
EIA
607
Eldridge Investment Advisors
New Hampshire
$7.14M +$645K +6,550 +10%
ASW
608
Astoria Strategic Wealth
Texas
$7.12M -$767K -7,792 -10%
AWE
609
Avidian Wealth Enterprises
Texas
$7.11M -$422K -4,281 -6%
JHCP
610
Jackson Hole Capital Partners
Oklahoma
$7.08M -$193K -1,963 -3%
RW
611
REDW Wealth
New Mexico
$7.02M +$5.66M +57,505 +385%
IAS
612
Insigneo Advisory Services
Florida
$7M -$457K -4,636 -6%
SAI
613
Systematic Alpha Investments
New Jersey
$6.98M
RCS
614
Retirement Capital Strategies
California
$6.95M -$9.72M -98,699 -58%
BWP
615
BlueStem Wealth Partners
Minnesota
$6.93M +$7.04M +71,477 New
NB
616
NBT Bank
New York
$6.91M +$24K +244 +0.3%
CM
617
Columbus Macro
Pennsylvania
$6.89M +$3.91M +39,649 +126%
FEG
618
Fund Evaluation Group
Ohio
$6.84M +$2.46K +25 +0%
AI
619
Atria Investments
North Carolina
$6.7M +$573K +5,822 +9%
RIM
620
Redwood Investment Management
Arizona
$6.66M -$1.44M -14,611 -18%
HFO
621
Heritage Family Offices
Arizona
$6.66M +$145K +1,474 +2%
GMA
622
Glassy Mountain Advisors
Maryland
$6.63M +$1.73M +17,551 +34%
CSB
623
City State Bank
Iowa
$6.61M +$25.3K +257 +0.4%
CT
624
Colonial Trust
South Carolina
$6.59M +$1.57M +15,953 +31%
SFC
625
Strategic Financial Concepts
Texas
$6.59M +$5.1M +51,759 +318%

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.