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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
AWC
1126
Abundance Wealth Counselors
Pennsylvania
$1.1M +$133K +1,350 +14%
WGC
1127
Watts Gwilliam & Co
Arizona
$1.09M +$219K +2,225 +25%
CPRC
1128
Consolidated Portfolio Review Corp
New York
$1.09M -$5.71K -58 -0.5%
PCA
1129
Providence Capital Advisors
North Carolina
$1.09M -$10K -102 -0.9%
PI
1130
PineBridge Investments
New York
$1.09M
Fiera Capital (Canada)
1131
Fiera Capital (Canada)
Quebec, Canada
$1.08M +$31.2K +317 +3%
FF
1132
Farrell Financial
New York
$1.07M +$99.7K +1,012 +10%
UB
1133
UMB Bank
Missouri
$1.07M -$181K -1,838 -14%
TAM
1134
Titleist Asset Management
Texas
$1.06M +$189K +1,918 +21%
HH
1135
Hilltop Holdings
Texas
$1.06M +$195K +1,981 +22%
SC
1136
Sierra Capital
Florida
$1.06M +$7.29K +74 +0.7%
TCM
1137
TruNorth Capital Management
Michigan
$1.05M -$573K -5,822 -35%
EWS
1138
Evergreen Wealth Solutions
Pennsylvania
$1.05M -$10.7M -108,403 -91%
CAM
1139
Clark Asset Management
New Hampshire
$1.04M +$1.06M +10,758 New
AC
1140
ASB Consultores
Florida
$1.04M
BCM
1141
BTC Capital Management
Iowa
$1.03M -$4.92K -50 -0.5%
AAS
1142
Annex Advisory Services
Wisconsin
$1.03M +$216K +2,196 +26%
CCA
1143
Carrera Capital Advisors
Michigan
$1.02M +$111K +1,126 +12%
BAM
1144
Belpointe Asset Management
Nevada
$1.01M -$1.95M -19,794 -66%
LJAC
1145
L.J. Altfest & Co
New York
$1M +$1.87K +19 +0.2%
TFG
1146
Tilson Financial Group
New Jersey
$1M +$174K +1,770 +21%
CIA
1147
Choate Investment Advisors
Massachusetts
$1M -$111K -1,132 -10%
TWM
1148
TSA Wealth Management
Texas
$1,000K -$542K -5,503 -35%
MFG
1149
Mainsail Financial Group
Washington
$997K +$26.9K +273 +3%
WS
1150
Wedbush Securities
California
$996K -$74.3K -754 -7%

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.