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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
CV
776
Counterweight Ventures
North Carolina
$3.75M +$76.8K +780 +2%
WCM
777
Winthrop Capital Management
Indiana
$3.72M +$3.78M +38,334 New
DWM
778
DecisionMap Wealth Management
Virginia
$3.68M +$3.74M +37,938 New
BRWA
779
B. Riley Wealth Advisors
Florida
$3.66M -$5.16M -52,401 -58%
NCM
780
Northwest Capital Management
Oregon
$3.66M -$814K -8,268 -18%
VIPI
781
Vista Investment Partners II
Indiana
$3.64M +$3.7M +37,579 New
PP
782
Prudential plc
United Kingdom
$3.63M -$480K -4,870 -12%
VT
783
Vise Technologies
New York
$3.62M +$2.84M +28,857 +339%
AWM
784
Arista Wealth Management
Nevada
$3.62M
SCA
785
Snowden Capital Advisors
New York
$3.6M +$549K +5,579 +18%
Man Group
786
Man Group
United Kingdom
$3.6M -$29.9M -303,945 -89%
WP
787
Waycross Partners
Kentucky
$3.6M
IA
788
IFP Advisors
Florida
$3.59M +$588K +5,972 +19%
MBTD
789
Mechanics Bank - Trust Department
California
$3.58M +$97K +985 +3%
MWA
790
MN Wealth Advisors
Kansas
$3.56M +$366K +3,713 +11%
MFG
791
Merit Financial Group
Georgia
$3.56M +$1.95M +19,800 +117%
Nomura Asset Management
792
Nomura Asset Management
Japan
$3.55M -$633K -6,425 -15%
CIA
793
Compass Ion Advisors
Pennsylvania
$3.52M +$88.9K +903 +3%
MLFP
794
MPS Loria Financial Planners
Illinois
$3.46M +$72.1K +732 +2%
GVCM
795
Global View Capital Management
Wisconsin
$3.46M +$3.52M +35,693 New
CAAM
796
Cornerstone Advisors Asset Management
Pennsylvania
$3.45M
AF
797
AtlasMark Financial
Texas
$3.45M +$96.1K +976 +3%
NI
798
NYL Investors
New York
$3.43M +$207K +2,100 +6%
MWA
799
Merkkuri Wealth Advisors
New York
$3.43M +$319K +3,242 +10%
SMC
800
Smith, Moore & Co
Missouri
$3.42M +$364K +3,696 +12%

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.