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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
MWM
1001
Mission Wealth Management
California
$1.67M +$24.1K +245 +1%
HT
1002
Headlands Technologies
Illinois
$1.65M +$1.68M +17,031 New
IDA
1003
Intelligence Driven Advisers
California
$1.65M -$20.1K -204 -1%
AIM
1004
Acropolis Investment Management
Missouri
$1.65M -$120K -1,214 -7%
SC
1005
Schiavi & Co
Delaware
$1.64M +$94.1K +955 +6%
CF
1006
Clarity Financial
Texas
$1.63M -$4.43K -45 -0.3%
SF
1007
Symphony Financial
Texas
$1.63M +$1.65M +16,751 New
HFF
1008
Halter Ferguson Financial
Indiana
$1.62M -$207K -2,102 -11%
IC
1009
IEQ Capital
California
$1.62M +$1.31M +13,335 +389%
JFG
1010
JMG Financial Group
Illinois
$1.62M +$5.12K +52 +0.3%
RWM
1011
RBA Wealth Management
California
$1.62M +$196K +1,994 +14%
CIA
1012
Capital Investment Advisors
Georgia
$1.61M +$40.1K +407 +3%
RFG
1013
Range Financial Group
Oregon
$1.61M +$207K +2,098 +14%
NFG
1014
Nations Financial Group
Iowa
$1.61M +$118K +1,194 +8%
ONB
1015
Old National Bancorp
Indiana
$1.6M +$24.9K +253 +2%
SFG
1016
Sage Financial Group
Pennsylvania
$1.6M +$68.9K +700 +4%
SGCA
1017
Steel Grove Capital Advisors
Tennessee
$1.6M -$864K -8,771 -35%
PCM
1018
Presidio Capital Management
California
$1.59M +$641K +6,505 +66%
4A
1019
4Wealth Advisors
Illinois
$1.59M +$1.61M +16,362 New
SA
1020
Stewardship Advisors
Pennsylvania
$1.58M +$295K +2,991 +22%
SQA
1021
Simon Quick Advisors
New Jersey
$1.58M -$126K -1,282 -7%
NL
1022
NDWM LLC
California
$1.57M +$369K +3,745 +30%
GTAM
1023
Global Trust Asset Management
Florida
$1.57M -$182K -1,847 -10%
GPW
1024
Gray Private Wealth
Massachusetts
$1.56M +$1.33M +13,512 +513%
CC
1025
Chicago Capital
Illinois
$1.55M -$1.6M -16,250 -50%

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.