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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
BWP
1301
BSW Wealth Partners
Colorado
$619K +$340K +3,454 +118%
VCS
1302
Vaughan & Co Securities
New Jersey
$619K -$69.8K -709 -10%
MCA
1303
MSH Capital Advisors
Arizona
$618K -$55K -558 -8%
LWA
1304
LifeGoal Wealth Advisors
New York
$615K +$625K +6,347 New
AF
1305
Aviso Financial
Ontario, Canada
$615K
FAG
1306
Fortitude Advisory Group
Washington
$612K -$25.7K -261 -4%
RPGK
1307
Retirement Planning Group (Kansas)
Kansas
$611K -$27.8K -282 -4%
CJH
1308
Christopher J. Hasenberg
Wisconsin
$610K +$24.9K +253 +4%
SGWM
1309
Sterling Group Wealth Management
California
$610K
CMBA
1310
C.M. Bidwell & Associates
Hawaii
$609K +$34K +345 +6%
MA
1311
Montag & Associates
Georgia
$608K
HIP
1312
HUB Investment Partners
Texas
$608K +$120K +1,215 +24%
IJWM
1313
Inman Jager Wealth Management
Mississippi
$605K +$615K +6,246 New
CCB
1314
Country Club Bank
Missouri
$603K +$30.8K +313 +5%
FFG
1315
Fiduciary Financial Group
California
$601K +$211K +2,144 +52%
CA
1316
Calton & Associates
Florida
$601K -$23.1K -235 -4%
VFP
1317
Vested Financial Planning
California
$601K +$611K +6,205 New
GA
1318
GFS Advisors
Texas
$601K
SFS
1319
Summit Financial Strategies
Ohio
$599K +$12.1K +123 +2%
Vontobel Holding
1320
Vontobel Holding
Switzerland
$594K +$604K +6,129 New
T
1321
TrueFG
Texas
$593K +$40.8K +414 +7%
PPA
1322
Pacific Point Advisors
California
$593K +$600K +6,088 New
PS
1323
Planned Solutions
California
$591K -$7.49K -76 -1%
BL
1324
BFSG LLC
California
$589K +$73.7K +748 +14%
BCP
1325
Berkeley Capital Partners
Georgia
$589K +$7.49K +76 +1%

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.