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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
WPW
801
Waldron Private Wealth
Pennsylvania
$3.42M +$332K +3,374 +11%
FCI
802
Financial Counselors Inc
Kansas
$3.39M +$161K +1,634 +5%
IWB
803
Innovative Wealth Building
Maryland
$3.38M +$3.44M +34,902 New
AP
804
Aspect Partners
Virginia
$3.38M -$136K -1,377 -4%
LWMT
805
Legacy Wealth Management (Tennessee)
Tennessee
$3.37M -$364K -3,694 -10%
SI
806
Stonekeep Investments
New Mexico
$3.37M -$10.6K -108 -0.3%
IPW
807
Intergy Private Wealth
Colorado
$3.34M +$600K +6,090 +21%
TWC
808
TD Waterhouse Canada
Ontario, Canada
$3.24M +$1.09M +11,106 +50%
SIAM
809
Sterling Investment Advisors (Missouri)
Missouri
$3.23M +$110K +1,118 +3%
IA
810
IFG Advisory
Georgia
$3.2M +$1.39M +14,079 +74%
AWA
811
Aletheian Wealth Advisors
Washington
$3.18M +$177K +1,798 +6%
ANTB
812
AMG National Trust Bank
Colorado
$3.15M -$139K -1,410 -4%
KPWG
813
KFA Private Wealth Group
Virginia
$3.13M +$2.14M +21,728 +206%
DC
814
Davenport & Co
Virginia
$3.12M +$206K +2,087 +7%
GAM
815
Gotham Asset Management
New York
$3.12M +$419K +4,255 +15%
ZF
816
Zhang Financial
Michigan
$3.11M +$862K +8,752 +38%
KA
817
Kovack Advisors
Florida
$3.1M +$265K +2,686 +9%
CFGF
818
Compass Financial Group (Florida)
Florida
$3.1M +$2.17K +22 +0.1%
JGIA
819
Jackson Grant Investment Advisers
Connecticut
$3.1M -$1.48M -15,076 -32%
CCM
820
Canal Capital Management
Virginia
$3.09M +$1.03M +10,450 +49%
PFGIA
821
Patriot Financial Group Insurance Agency
Massachusetts
$3.07M +$446K +4,529 +17%
ATC
822
Adirondack Trust Company
New York
$3.07M -$190K -1,934 -6%
VFIC
823
Valley Forge Investment Consultants
Pennsylvania
$3.07M +$2.29M +23,295 +278%
BA
824
Ballew Advisors
Mississippi
$3.06M -$47.7K -484 -1%
CAGAS
825
Capital Advisory Group Advisory Services
Minnesota
$3.05M +$337K +3,424 +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.