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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
RIA
1076
Realta Investment Advisors
Delaware
$1.27M -$623K -6,322 -32%
TSWM
1077
Tyler-Stone Wealth Management
Ohio
$1.27M -$49.2K -500 -4%
IPWA
1078
International Private Wealth Advisors
California
$1.27M +$410K +4,160 +46%
PPWP
1079
Proquility Private Wealth Partners
Nevada
$1.27M +$1.29M +13,133 New
AWM
1080
Ariadne Wealth Management
California
$1.27M
PGAM
1081
Princeton Global Asset Management
New Jersey
$1.26M -$98.4K -999 -7%
RIM
1082
Rockbridge Investment Management
New York
$1.26M -$462K -4,690 -26%
MFIM
1083
Mesirow Financial Investment Management
Illinois
$1.26M +$33.5K +340 +3%
SB
1084
Strategic Blueprint
Georgia
$1.26M +$12.1K +123 +1%
PWG
1085
Private Wealth Group
Florida
$1.26M
TWP
1086
Total Wealth Planning
Ohio
$1.25M +$3.84K +39 +0.3%
CFD
1087
Creative Financial Designs
Indiana
$1.25M +$156K +1,583 +14%
WC
1088
Weil Company
California
$1.25M -$298K -3,025 -19%
LWM
1089
LongView Wealth Management
Georgia
$1.22M -$181K -1,834 -13%
FWA
1090
FOCUS Wealth Advisors
Texas
$1.22M -$531K -5,392 -30%
WIC
1091
Whitegate Investment Counselors
New Hampshire
$1.22M -$6.17M -62,685 -83%
VFG
1092
Victory Financial Group
Texas
$1.22M +$1.24M +12,574 New
RFA
1093
Register Financial Advisors
Georgia
$1.21M +$134K +1,365 +12%
HWM
1094
Horizons Wealth Management
North Carolina
$1.21M +$37.6K +382 +3%
CCP
1095
Clarity Capital Partners
California
$1.21M +$213K +2,161 +21%
BCM
1096
Brookmont Capital Management
Texas
$1.21M +$404K +4,101 +49%
ISL
1097
Ingalls & Snyder LLC
New York
$1.21M
GM
1098
GeoWealth Management
Illinois
$1.21M -$5.22M -53,042 -81%
JPG
1099
Jordan Park Group
California
$1.2M -$3.5M -35,519 -74%
BFC
1100
Blue Fin Capital
Rhode Island
$1.2M +$3.25K +33 +0.3%

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.