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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
MYIA
1226
Mount Yale Investment Advisors
Colorado
$799K +$12K +122 +2%
CP
1227
Castleview Partners
Texas
$798K -$95.6K -971 -11%
AA
1228
Advisory Alpha
Michigan
$793K -$31.4K -319 -4%
SFP
1229
Shepherd Financial Partners
Massachusetts
$792K -$244K -2,482 -23%
BFG
1230
Birch Financial Group
New Hampshire
$790K +$803K +8,157 New
HP
1231
Hilltop Partners
Indiana
$788K -$41.6K -422 -5%
LNWWM
1232
Laird Norton Wetherby Wealth Management
California
$785K +$788 +8 +0.1%
GCA
1233
Genesee Capital Advisors
New York
$784K +$797K +8,089 New
DAS
1234
Diversify Advisory Services
Utah
$784K -$2.15M -21,782 -73%
WSFG
1235
Wall Street Financial Group
Illinois
$783K +$796K +8,083 New
WJA
1236
Willis Johnson & Associates
Texas
$783K +$359K +3,644 +82%
FAM
1237
Flaharty Asset Management
Florida
$777K -$1.97K -20 -0.2%
BFW
1238
Brady Family Wealth
Missouri
$772K -$259K -2,627 -25%
OGF
1239
Orin Green Financial
California
$765K -$755K -7,670 Closed
DPI
1240
Diversified Portfolios Inc
Michigan
$763K -$54.5K -553 -7%
GHA
1241
GW Henssler & Associates
Georgia
$756K
FNC
1242
First National Corp
Massachusetts
$755K -$747K -7,580 -49%
FLPIM
1243
F.L. Putnam Investment Management
Massachusetts
$755K +$173K +1,757 +29%
WC
1244
Whitney & Co
New York
$748K -$66K -670 -8%
IAG
1245
Investment Advisory Group
Massachusetts
$747K -$99K -1,005 -12%
SP
1246
Successful Portfolios
Florida
$746K +$788 +8 +0.1%
WTC
1247
WhitTier Trust Company
Nevada
$738K -$1.53M -15,569 -67%
ACI
1248
Alpha Cubed Investments
California
$732K +$25.7K +261 +4%
SCA
1249
Stillwater Capital Advisors
Pennsylvania
$730K
FFA
1250
Florida Financial Advisors
Florida
$729K +$65.6K +666 +10%

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.