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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
OFS
1326
OneAscent Financial Services
Alabama
$587K +$597K +6,061 New
AT
1327
American Trust
Kentucky
$585K +$595K +6,041 New
QP
1328
Quartz Partners
New York
$583K +$68.6K +696 +13%
SEIA
1329
Signature Estate & Investment Advisors
California
$581K -$315K -3,203 -35%
AFA
1330
Alpha Financial Advisors
North Carolina
$579K +$16.4K +167 +3%
CCM
1331
Crabel Capital Management
California
$571K -$7.58M -76,990 -93%
NFA
1332
Northwest Financial Advisors
Virginia
$569K +$396K +4,025 +218%
ICM
1333
IMS Capital Management
Oregon
$568K
LF
1334
Lee Financial
Texas
$564K +$212K +2,150 +59%
CA
1335
CoreCap Advisors
Michigan
$563K -$24.6K -250 -4%
PP
1336
PrairieView Partners
Minnesota
$562K +$248K +2,516 +77%
LNB
1337
Ledyard National Bank
$561K -$38.9K -395 -6%
PPWP
1338
Premier Path Wealth Partners
New Jersey
$561K +$42.6K +433 +8%
FFWA
1339
FRG Family Wealth Advisors
Washington
$561K +$128K +1,300 +29%
WTFG
1340
Wood Tarver Financial Group
Idaho
$559K +$569K +5,775 New
BOSSRA
1341
B.O.S.S. Retirement Advisors
Utah
$558K +$567K +5,757 New
PP
1342
Postrock Partners
Oregon
$557K +$566K +5,744 New
AQR Capital Management
1343
AQR Capital Management
Connecticut
$557K +$73.2K +743 +15%
AA
1344
Armis Advisers
Georgia
$555K +$564K +5,731 New
WAM
1345
WNY Asset Management
New York
$554K -$85.6K -869 -13%
PG
1346
Proffitt & Goodson
Tennessee
$554K +$201K +2,041 +56%
MF
1347
Manuka Financial
Virginia
$553K +$562K +5,710 New
KFG
1348
Kingdom Financial Group
Arizona
$551K -$212K -2,152 -27%
WFA
1349
Wells Financial Advisors
Massachusetts
$550K +$28.5K +289 +5%
PIFP
1350
Partners in Financial Planning
Virginia
$549K +$220K +2,230 +65%

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.