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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
FA
676
Fountainhead AM
New Jersey
$5.25M +$4.63M +47,051 +664%
GBT
677
Grove Bank & Trust
Florida
$5.25M +$1.18M +11,978 +28%
MHC
678
May Hill Capital
Massachusetts
$5.21M +$5.29M +53,740 New
DG
679
DMC Group
Alabama
$5.2M +$1.87K +19 +0%
Manulife (Manufacturers Life Insurance)
680
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.11M
PCWA
681
Pacific Capital Wealth Advisors
California
$5.08M +$217K +2,200 +4%
FAT
682
First American Trust
California
$5.08M -$896K -9,099 -15%
TFO
683
Timonier Family Office
North Carolina
$5.07M +$5.16M +52,368 New
DCM
684
Donaldson Capital Management
Indiana
$5.07M +$735K +7,466 +17%
KC
685
Kades & Cheifetz
Pennsylvania
$5.06M +$5.14M +52,214 New
DI
686
Diligent Investors
California
$5.06M -$923K -9,368 -15%
OCM
687
One Capital Management
California
$5.03M +$2.34M +23,800 +85%
FNBOO
688
First National Bank of Omaha
Nebraska
$5.03M -$384K -3,900 -7%
LSPW
689
Lake Street Private Wealth
Illinois
$5.01M +$170K +1,725 +3%
CSP
690
Cary Street Partners
Virginia
$5M +$5.08M +51,614 New
FPAS
691
Focus Partners Advisor Solutions
Missouri
$5M -$1.28M -12,967 -20%
ATWA
692
Arbor Trust Wealth Advisors
Michigan
$4.96M +$1.11M +11,282 +28%
IF
693
Ironwood Financial
Arizona
$4.94M -$213K -2,164 -4%
CI
694
Centerstone Investors
New York
$4.94M +$5.02M +51,000 New
FPCG
695
Forum Private Client Group
Indiana
$4.94M -$185K -1,879 -4%
ICP
696
Impact Capital Partners
Colorado
$4.91M +$4.99M +50,711 New
BIS
697
BG Investment Services
Guam
$4.9M +$4.98M +50,565 New
QFA
698
Quattro Financial Advisors
Texas
$4.88M -$66.3K -673 -1%
PI
699
PFG Investments
New York
$4.88M +$545K +5,538 +12%
AI
700
Accredited Investors
Minnesota
$4.87M -$9.41M -95,522 -66%

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.