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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
CRC
1051
Curi RMB Capital
Illinois
$1.42M +$71.4K +725 +5%
AP
1052
Agilis Partners
Massachusetts
$1.4M
NEPWA
1053
New England Private Wealth Advisors
Massachusetts
$1.4M -$13K -132 -0.9%
LA
1054
Lifeworks Advisors
Michigan
$1.37M -$256K -2,595 -16%
PWA
1055
Physician Wealth Advisors
Utah
$1.37M +$411K +4,176 +42%
BCA
1056
Bay Colony Advisors
Massachusetts
$1.36M -$105K -1,068 -7%
WWM
1057
Western Wealth Management
Colorado
$1.35M -$758K -7,698 -36%
HCM
1058
Howland Capital Management
Massachusetts
$1.34M -$89.4K -908 -6%
RTL
1059
Red Tortoise LLC
Georgia
$1.34M +$14.2K +144 +1%
GS
1060
GTS Securities
New York
$1.32M +$1.34M +13,646 New
PFA
1061
Pathway Financial Advisors
Vermont
$1.32M +$497K +5,050 +59%
OWM
1062
Orgel Wealth Management
Wisconsin
$1.31M +$915K +9,292 +219%
BC
1063
Bakala Capital
South Carolina
$1.31M +$16.6K +169 +1%
PA
1064
Procyon Advisors
Connecticut
$1.3M -$77.3K -785 -6%
KWMG
1065
King Wealth Management Group
Florida
$1.3M +$47.7K +484 +4%
TF
1066
Trek Financial
Arizona
$1.3M -$183K -1,863 -12%
NP
1067
Nilsine Partners
Colorado
$1.3M +$219K +2,228 +20%
WGCA
1068
Wolf Group Capital Advisors
Virginia
$1.3M
BWP
1069
Balboa Wealth Partners
Arizona
$1.3M +$109K +1,108 +9%
GPA
1070
Garrison Point Advisors
California
$1.29M +$27.1K +275 +2%
RW
1071
Rede Wealth
Virginia
$1.29M -$64.2K -652 -5%
SMA
1072
Sage Mountain Advisors
Georgia
$1.29M +$370K +3,760 +39%
KBFS
1073
Kohmann Bosshard Financial Services
Ohio
$1.28M +$479K +4,867 +58%
PCMF
1074
Private Capital Management (Florida)
Florida
$1.28M +$13.8K +140 +1%
OP
1075
ORG Partners
Indiana
$1.28M +$22.3K +226 +2%

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.