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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
WFA
1026
WestHill Financial Advisors
California
$1.55M +$48.3K +490 +3%
DCC
1027
Dow Chemical Company
Michigan
$1.54M
MCA
1028
Magnolia Capital Advisors
Mississippi
$1.54M +$1.57M +15,911 New
CA
1029
Clune & Associates
Illinois
$1.54M +$1.57M +15,890 New
FIA
1030
Foundations Investment Advisors
Arizona
$1.53M -$17.6M -178,678 -92%
IFG
1031
Independent Financial Group
California
$1.53M +$89.2K +906 +6%
TFA
1032
Transamerica Financial Advisors
Florida
$1.52M +$21.4K +217 +1%
GC
1033
GFG Capital
Florida
$1.52M
EAM
1034
Empirical Asset Management
Massachusetts
$1.52M +$223K +2,263 +17%
PB
1035
Pinnacle Bancorp
Nebraska
$1.51M +$78.6K +798 +5%
BWA
1036
Beam Wealth Advisors
Louisiana
$1.5M +$94.2K +956 +7%
AW
1037
Avion Wealth
Texas
$1.49M +$2.07K +21 +0.1%
VF
1038
Vawter Financial
Ohio
$1.49M +$101K +1,024 +7%
PWP
1039
Phillips Wealth Planners
Mississippi
$1.49M +$235K +2,386 +18%
PCS
1040
Private Client Services
Kentucky
$1.48M -$325K -3,298 -18%
SIS
1041
Sound Income Strategies
Florida
$1.48M +$7.49K +76 +0.5%
DP
1042
Dearborn Partners
Illinois
$1.48M -$235K -2,391 -14%
MWS
1043
MFA Wealth Services
California
$1.47M +$1.5M +15,179 New
BP
1044
Ballentine Partners
Massachusetts
$1.47M -$4.04M -41,002 -73%
BCM
1045
Bourgeon Capital Management
Connecticut
$1.45M +$179K +1,821 +14%
Neuberger Berman Group
1046
Neuberger Berman Group
New York
$1.45M -$291K -2,956 -17%
AIS
1047
American Investment Services
Massachusetts
$1.43M -$403K -4,087 -22%
WAAG
1048
Wealth Alliance Advisory Group
Kansas
$1.43M +$288K +2,928 +25%
Bessemer Group
1049
Bessemer Group
New Jersey
$1.43M -$547K -5,550 -27%
HWMO
1050
Heritage Wealth Management (Ohio)
Ohio
$1.42M +$211K +2,145 +17%

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.