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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
PWPS
726
Pinnacle Wealth Planning Services
Ohio
$4.39M -$23.8K -242 -0.5%
GWA
727
GGM Wealth Advisors
Maryland
$4.39M -$297K -3,011 -6%
MA
728
Modus Advisors
Minnesota
$4.37M +$215K +2,186 +5%
KLCM
729
KG&L Capital Management
Louisiana
$4.35M +$103K +1,047 +2%
OPWM
730
Oxinas Partners Wealth Management
Indiana
$4.32M +$4.73K +48 +0.1%
FFA
731
Fi3 Financial Advisors
Indiana
$4.29M +$4.36M +44,286 New
PTC
732
Private Trust Company
Ohio
$4.27M -$64.8K -658 -1%
OL
733
Optas LLC
Texas
$4.24M -$8.67K -88 -0.2%
WA
734
WBH Advisory
Maryland
$4.23M +$2.88M +29,233 +203%
Parallax Volatility Advisers
735
Parallax Volatility Advisers
California
$4.23M
SAM
736
Smartleaf Asset Management
Massachusetts
$4.2M +$87.4K +887 +2%
FMI
737
F/M Investments
District of Columbia
$4.19M +$2.73M +27,691 +178%
LSC
738
Logan Stone Capital
Illinois
$4.17M -$17.2M -174,457 -80%
OC
739
Oarsman Capital
Wisconsin
$4.16M -$44.3K -450 -1%
XF
740
XML Financial
Maryland
$4.15M +$316K +3,211 +8%
SB
741
Simmons Bank
Arkansas
$4.14M +$5.71K +58 +0.1%
CLOS
742
Compagnie Lombard Odier SCmA
Switzerland
$4.12M +$4.14M +42,030 +8,083%
HF
743
HRT Financial
New York
$4.12M +$4.19M +42,526 New
WHG
744
Westwood Holdings Group
Texas
$4.12M +$3.05M +30,942 +268%
SAI
745
Savvy Advisors Inc
New York
$4.12M +$792K +8,045 +23%
EGA
746
E&G Advisors
Texas
$4.08M -$127K -1,291 -3%
GT
747
Glenview Trust
Kentucky
$4.06M +$548K +5,563 +15%
UWPG
748
Ullmann Wealth Partners Group
Florida
$4.06M +$19.9K +202 +0.5%
QCG
749
Quadrant Capital Group
Ohio
$4.05M +$68.6K +696 +2%
TT
750
TI-Trust
Illinois
$4.05M +$64.4K +654 +2%

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.