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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
TCM
1101
Tradewinds Capital Management
Washington
$1.2M +$1.21M +12,265 +14,601%
WRPWM
1102
Werba Rubin Papier Wealth Management
California
$1.19M +$26.4K +268 +2%
JIP
1103
Jaffetilchin Investment Partners
Florida
$1.18M +$351K +3,567 +41%
SSWM
1104
Sheets Smith Wealth Management
North Carolina
$1.18M -$1.1M -11,128 -48%
SCM
1105
Seascape Capital Management
New Hampshire
$1.17M +$798K +8,100 +203%
BP
1106
BBR Partners
New York
$1.17M -$106K -1,081 -8%
SA
1107
Sovran Advisors
California
$1.16M +$1.19M +12,058 New
AIA
1108
Affinity Investment Advisors
California
$1.15M
EIP
1109
Ellis Investment Partners
Pennsylvania
$1.15M +$46.8K +475 +4%
WF
1110
Welch & Forbes
Massachusetts
$1.15M +$216K +2,193 +23%
SC
1111
Stephens Consulting
Michigan
$1.15M +$55.8K +567 +5%
TFGT
1112
TS Financial Group (TSFG)
Illinois
$1.14M -$24.8K -252 -2%
DWS
1113
Discipline Wealth Solutions
South Carolina
$1.14M -$503K -5,107 -30%
S
1114
SignatureFD
Georgia
$1.14M -$81.9K -832 -7%
TF
1115
TME Financial
California
$1.14M +$1.1M +11,212 New
VAG
1116
Vannoy Advisory Group
Texas
$1.13M +$29.3K +297 +3%
PMWMG
1117
Parr McKnight Wealth Management Group
Minnesota
$1.13M +$1.15M +11,639 New
FWM
1118
Forza Wealth Management
Florida
$1.12M -$14K -142 -1%
AF
1119
Apollon Financial
South Carolina
$1.12M +$12.3K +125 +1%
HIM
1120
Hanlon Investment Management
New Jersey
$1.12M -$36.7K -373 -3%
VFG
1121
V2 Financial group
Illinois
$1.12M -$26.6K -270 -2%
TTWM
1122
TCV Trust & Wealth Management
Virginia
$1.1M
MPW
1123
Magnolia Private Wealth
Pennsylvania
$1.1M +$1.12M +11,333 New
FOA
1124
Five Oceans Advisors
California
$1.1M +$13.7K +139 +1%
Q1WB
1125
Quest 10 Wealth Builders
Virginia
$1.1M +$1.11M +11,312 New

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.