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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
GWM
951
GSB Wealth Management
Connecticut
$1.97M +$68.6K +696 +4%
LCM
952
Lazari Capital Management
California
$1.96M +$591K +6,000 +42%
SCP
953
Stevens Capital Partners
Nebraska
$1.95M +$90.2K +916 +5%
IIC
954
Integrated Investment Consultants
Michigan
$1.95M +$699K +7,095 +55%
AWM
955
Aries Wealth Management
Maine
$1.94M +$317K +3,219 +19%
MPWT
956
MassMutual Private Wealth & Trust
Connecticut
$1.92M +$119K +1,211 +7%
CAS
957
Coppell Advisory Solutions
Texas
$1.92M +$392K +3,984 +25%
LFG
958
Larson Financial Group
Missouri
$1.92M +$154K +1,561 +9%
TC
959
Trilogy Capital
California
$1.92M +$74.4K +755 +4%
RK
960
Rather & Kittrell
Tennessee
$1.91M -$217K -2,206 -10%
FNWM
961
Financial Network Wealth Management
Utah
$1.91M -$47.4K -481 -2%
AM
962
Atwater Malick
Pennsylvania
$1.9M +$33.6K +341 +2%
SA
963
Skyline Advisors
Washington
$1.9M -$14.4M -146,056 -88%
GEM
964
Global Endowment Management
North Carolina
$1.9M +$1.93M +19,600 New
LKBC
965
L.K. Benson & Company
Maryland
$1.88M +$1.91M +19,364 New
TVAMP
966
Tennessee Valley Asset Management Partners
Tennessee
$1.87M +$453K +4,596 +31%
PA
967
Pinnacle Associates
New York
$1.87M -$25.4K -258 -1%
EFA
968
Evernest Financial Advisors
Indiana
$1.87M +$152K +1,546 +9%
NFP
969
Narus Financial Partners
Utah
$1.86M +$235K +2,391 +14%
MWM
970
Meridian Wealth Management
Kentucky
$1.86M +$8.08K +82 +0.4%
TSW
971
Thompson Siegel & Walmsley
Virginia
$1.86M -$205K -2,086 -10%
FA
972
Fermata Advisors
California
$1.83M -$904K -9,180 -33%
UCB
973
United Community Bank
South Carolina
$1.82M -$19.7K -200 -1%
LAMNM
974
Longview Asset Management (New Mexico)
New Mexico
$1.82M +$1.85M +18,783 New
MA
975
Mosaic Advisors
Texas
$1.81M -$739K -7,501 -29%

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.