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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
NGA
751
Naples Global Advisors
Florida
$4.03M +$411K +4,173 +11%
RFO
752
RiverGlades Family Offices
Florida
$4.03M -$800K -8,118 -16%
GIA
753
Gladstone Institutional Advisory
Florida
$4.03M -$1.65M -16,755 -29%
FIC
754
Family Investment Center
Missouri
$4.03M +$54.2K +550 +1%
HPBT
755
Hickory Point Bank & Trust
Illinois
$4.01M +$4.08M +41,400 New
BFPW
756
BOK Financial Private Wealth
Colorado
$4.01M -$816K -8,286 -17%
GSEP
757
Golden State Equity Partners
California
$4M +$2.35M +23,848 +137%
CCA
758
Cobblestone Capital Advisors
New York
$4M +$2.2M +22,296 +118%
RHP
759
Royal Harbor Partners
Texas
$4M +$162K +1,645 +4%
RIA
760
Regal Investment Advisors
Michigan
$3.99M -$1.06M -10,784 -21%
SG
761
Stanich Group
New York
$3.98M +$4.04M +41,062 New
RCIM
762
Red Cedar Investment Management
Michigan
$3.96M
SG
763
Sharper & Granite
California
$3.94M -$332K -3,370 -8%
EB
764
Exchange Bank
California
$3.9M +$408K +4,143 +11%
SIA
765
Schechter Investment Advisors
Michigan
$3.88M +$1.79M +18,191 +83%
BFA
766
Bluestem Financial Advisors
Illinois
$3.87M +$84K +853 +2%
CCA
767
Coign Capital Advisors
Utah
$3.85M +$3.91M +39,743 New
DLCIG
768
D.L. Carlson Investment Group
New Hampshire
$3.84M +$12.9K +131 +0.3%
JPLA
769
Joseph P. Lucia & Associates
New York
$3.82M +$517K +5,254 +15%
CWMS
770
Cannon Wealth Management Services
North Carolina
$3.82M +$422K +4,280 +12%
FSG
771
Financial Strategies Group
Michigan
$3.81M +$406K +4,126 +12%
SVWAG
772
Sound View Wealth Advisors Group
Georgia
$3.81M -$22.5K -228 -0.6%
FWP
773
Family Wealth Partners
North Carolina
$3.78M +$255K +2,587 +7%
TC
774
TownSquare Capital
Utah
$3.77M +$1.04M +10,571 +37%
SFS
775
Security Financial Services
Indiana
$3.75M -$299K -3,032 -7%

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.