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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
AAM
1276
Augustine Asset Management
Florida
$665K +$5.12K +52 +0.8%
SC
1277
Scratch Capital
Idaho
$663K +$674K +6,842 New
BRIA
1278
Balanced Rock Investment Advisors
Massachusetts
$657K +$26.6K +270 +4%
QWM
1279
Quadcap Wealth Management
Texas
$656K -$65.9K -669 -9%
HTC
1280
Haverford Trust Company
Pennsylvania
$655K -$44.8K -455 -6%
TCA
1281
Transcend Capital Advisors
New Jersey
$653K -$138K -1,398 -17%
HT
1282
Heritage Trust
Oklahoma
$653K +$664K +6,739 New
AWA
1283
Arkadios Wealth Advisors
Georgia
$652K -$426K -4,323 -39%
AP
1284
Americana Partners
Texas
$651K -$14.7K -149 -2%
AHL
1285
Abel Hall LLC
Louisiana
$648K -$8.27K -84 -1%
VWM
1286
Vigilare Wealth Management
Arizona
$647K -$410K -4,161 -38%
MA
1287
MCF Advisors
Kentucky
$647K +$1.87K +19 +0.3%
TWM
1288
Thrive Wealth Management
Pennsylvania
$644K +$654K +6,644 New
CIC
1289
Carnegie Investment Counsel
Ohio
$643K -$45.1K -458 -6%
BWM
1290
BKM Wealth Management
Wisconsin
$637K -$974K -9,893 -60%
IL
1291
Investure LLC
Virginia
$636K +$647K +6,565 New
WF
1292
Warner Financial
Maryland
$636K -$35.2K -357 -5%
LRIA
1293
Leonard Rickey Investment Advisors
Washington
$635K +$37.1K +377 +6%
PP
1294
Patten & Patten
Tennessee
$635K -$22.8K -231 -3%
PPC
1295
Pennington Partners & Co
Maryland
$634K +$645K +6,547 New
MAM
1296
MMA Asset Management
Pennsylvania
$627K -$778K -7,899 -55%
CA
1297
Cambridge Advisors
Nebraska
$626K
Bank Julius Baer & Co
1298
Bank Julius Baer & Co
Switzerland
$623K +$39.7K +403 +7%
EWM
1299
Empirical Wealth Management
Washington
$620K -$9.65K -98 -2%
TYCC
1300
Texas Yale Capital Corp
Florida
$619K -$161K -1,630 -20%

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.