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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
ML
701
McAdam LLC
Pennsylvania
$4.86M -$1.11M -11,288 -18%
1SB
702
1ST Source Bank
Indiana
$4.83M -$54.7K -555 -1%
CW
703
CreativeOne Wealth
Kansas
$4.82M -$224K -2,273 -4%
EWP
704
Elevation Wealth Partners
California
$4.81M +$1.55M +15,764 +47%
SC
705
Savant Capital
Illinois
$4.79M +$1.68M +17,021 +53%
First Trust Advisors
706
First Trust Advisors
Illinois
$4.73M +$1.9M +19,265 +65%
JIR
707
James Investment Research
Ohio
$4.67M -$148K -1,499 -3%
RWM
708
RKL Wealth Management
Pennsylvania
$4.66M +$490K +4,978 +12%
BTWM
709
Brass Tax Wealth Management
Ohio
$4.65M +$135K +1,369 +3%
NCFG
710
New Century Financial Group
New Jersey
$4.65M +$118K +1,203 +3%
AG
711
AlTi Global
New York
$4.64M -$1.19M -12,132 -20%
MPPLM
712
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.63M +$49.6K +504 +1%
LG
713
Leuthold Group
Minnesota
$4.63M -$428K -4,349 -8%
CAWM
714
Capital Advisors Wealth Management
Washington
$4.6M -$491K -4,987 -9%
AA
715
Ancora Advisors
Ohio
$4.6M -$576K -5,851 -11%
PAS
716
PKS Advisory Services
New York
$4.54M +$4.62M +46,857 New
KCAM
717
Kagan Cocozza Asset Management
New Jersey
$4.51M +$4.58M +46,528 New
CWA
718
Canvas Wealth Advisors
Kansas
$4.49M +$708K +7,193 +18%
SYBT
719
Stock Yards Bank & Trust
Kentucky
$4.46M -$713K -7,242 -14%
ACM
720
Alamar Capital Management
California
$4.45M +$759K +7,704 +20%
TW
721
TritonPoint Wealth
Maryland
$4.44M +$51.2K +520 +1%
RA
722
RFG Advisory
Alabama
$4.44M -$188K -1,905 -4%
NCG
723
Newport Capital Group
New Jersey
$4.44M +$362K +3,674 +9%
GL
724
Graypoint LLC
New York
$4.42M +$779K +7,913 +21%
TWM
725
Tradition Wealth Management
Minnesota
$4.41M -$26K -264 -0.6%

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.