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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
BHBT
651
Burke & Herbert Bank & Trust
Virginia
$5.99M -$168K -1,705 -3%
NFG
652
Northeast Financial Group
Pennsylvania
$5.93M +$1.5M +15,203 +33%
VFA
653
Valeo Financial Advisors
Indiana
$5.83M +$252K +2,561 +4%
KWA
654
Kingswood Wealth Advisors
California
$5.81M +$655K +6,653 +12%
PB
655
Prime Buchholz
New Hampshire
$5.8M +$5.9M +59,853 New
GAA
656
Global Assets Advisory
Florida
$5.8M -$439K -4,457 -7%
WAM
657
WealthTrust Asset Management
Florida
$5.76M +$19.5K +198 +0.3%
EW
658
Element Wealth
Mississippi
$5.75M -$272K -2,764 -4%
BWM
659
BCS Wealth Management
Tennessee
$5.71M +$5.81M +58,959 New
ASBI
660
American State Bank (Iowa)
Iowa
$5.68M +$590K +5,990 +11%
SWTS
661
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.62M +$5.72M +58,049 New
FFL
662
Financial Freedom LLC
Ohio
$5.61M -$307K -3,116 -5%
ATPW
663
Ashton Thomas Private Wealth
Arizona
$5.6M +$1.16M +11,815 +26%
SMI
664
Shelter Mutual Insurance
Missouri
$5.59M
TFA
665
Tobias Financial Advisors
Florida
$5.57M +$892K +9,061 +19%
RWP
666
RWA Wealth Partners
Massachusetts
$5.52M -$2.45M -24,885 -30%
SIG
667
Stonegate Investment Group
Alabama
$5.5M +$478K +4,850 +9%
TA
668
TPG Advisors
Illinois
$5.47M +$1.67M +16,987 +43%
LRWA
669
Long Run Wealth Advisors
New York
$5.44M +$246K +2,501 +5%
QC
670
Quadrature Capital
United Kingdom
$5.43M +$5.52M +56,083 New
NL
671
NVWM LLC
Pennsylvania
$5.37M +$4.21M +42,719 +336%
DCA
672
DSG Capital Advisors
Minnesota
$5.35M +$5.44M +55,237 New
WF
673
Wayfinding Financial
Washington
$5.35M +$593K +6,019 +12%
TFF
674
The Family Firm
Maryland
$5.31M +$58.4K +593 +1%
FFP
675
FourThought Financial Partners
Florida
$5.28M +$1.79M +18,144 +50%

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.