We are live on ! Find out more
AGG icon

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
EWA
1176
EverSource Wealth Advisors
Alabama
$939K +$511K +5,184 +115%
NFW
1177
Noble Family Wealth
Florida
$939K
EE
1178
EWG Elevate
California
$938K +$698K +7,089 +273%
CIAS
1179
Capital Investment Advisory Services
North Carolina
$936K +$17.3K +176 +2%
MAS
1180
Madden Advisory Services
Florida
$932K -$134K -1,357 -12%
WIA
1181
Wealthedge Investment Advisors
New York
$927K +$942K +9,563 New
BHB
1182
Bank Hapoalim BM
Israel
$918K
WHCFA
1183
William Howard & Co Financial Advisors
Tennessee
$916K -$244K -2,477 -21%
AWM
1184
Aprio Wealth Management
Georgia
$916K +$322K +3,273 +53%
IWA
1185
Icon Wealth Advisors
Texas
$915K +$591K +6,001 +174%
PWMAG
1186
Pinnacle Wealth Management Advisory Group
New Jersey
$902K -$12.3K -125 -1%
WAG
1187
Winthrop Advisory Group
Massachusetts
$900K -$13.5K -137 -1%
PSCM
1188
Per Stirling Capital Management
Texas
$900K -$93.3K -947 -9%
PF
1189
Penney Financial
Texas
$899K +$39.2K +398 +4%
NWA
1190
New World Advisors
Massachusetts
$897K +$186K +1,893 +26%
HS
1191
Horan Securities
United States
$896K +$237K +2,409 +35%
PIA
1192
Perennial Investment Advisors
California
$895K +$100K +1,018 +12%
BWM
1193
Benchmark Wealth Management
Connecticut
$885K +$166K +1,687 +23%
RWP
1194
Revolve Wealth Partners
New Jersey
$884K +$300K +3,044 +50%
NW
1195
Naviter Wealth
Arkansas
$880K -$12.3K -125 -1%
FB
1196
Finward Bancorp
Indiana
$876K +$891K +9,042 New
JCM
1197
Jacobi Capital Management
Pennsylvania
$872K -$144K -1,467 -14%
HP
1198
Holistic Planning
Texas
$870K +$197K +2,003 +29%
CA
1199
Claro Advisors
Massachusetts
$865K -$104K -1,059 -11%
MFA
1200
Mayflower Financial Advisors
Massachusetts
$862K -$142K -1,440 -14%

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.