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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
E3F
976
Eight 31 Financial
Texas
$1.81M -$171K -1,736 -9%
IP
977
Ignite Planners
California
$1.81M +$75.9K +771 +4%
ECM
978
Evergreen Capital Management
Washington
$1.8M -$10.9K -111 -0.6%
HKIM
979
Hayek Kallen Investment Management
Alabama
$1.79M -$124K -1,255 -6%
SSB
980
Sandy Spring Bank
Maryland
$1.78M -$442K -4,489 -20%
SW
981
SlateStone Wealth
Florida
$1.78M -$214K -2,175 -11%
NWAG
982
Net Worth Advisory Group
Utah
$1.77M -$109K -1,108 -6%
HWMC
983
Heritage Wealth Management (California)
California
$1.77M +$82.9K +842 +5%
RWM
984
Rialto Wealth Management
New York
$1.77M +$1.79M +18,219 New
FIG
985
FSA Investment Group
Florida
$1.76M +$1.81M +18,374 New
CFP
986
Cascade Financial Partners
California
$1.76M -$243K -2,468 -12%
BA
987
Bellwether Advisors
Nebraska
$1.76M -$7.49K -76 -0.4%
CANC
988
Culbertson A N & Co
Virginia
$1.75M -$51.2K -520 -3%
LGWM
989
Litman Gregory Wealth Management
California
$1.74M -$1.15M -11,693 -39%
BI
990
Ballast Inc
Kentucky
$1.74M +$70.8K +719 +4%
SHFA
991
SC&H Financial Advisors
Maryland
$1.74M -$120K -1,222 -6%
KFGK
992
Keystone Financial Group (Kentucky)
Kentucky
$1.73M +$1.4M +14,186 +392%
ACP
993
Aviance Capital Partners
Florida
$1.72M +$51.9K +527 +3%
WDG
994
Wealth Dimensions Group
Ohio
$1.71M +$411K +4,176 +31%
CFG
995
Carr Financial Group
Massachusetts
$1.71M -$37.1K -377 -2%
VFA
996
Voya Financial Advisors
Connecticut
$1.69M +$434K +4,407 +34%
EWM
997
Evermay Wealth Management
Virginia
$1.69M -$485K -4,924 -22%
NBWM
998
North Berkeley Wealth Management
California
$1.68M +$1.71M +17,359 New
CFA
999
Camarda Financial Advisors
Florida
$1.68M -$1.64M -16,601 -49%
PIWA
1000
Prevail Innovative Wealth Advisors
Kansas
$1.68M +$414K +4,207 +32%

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.