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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
4WM
1351
49 Wealth Management
Texas
$548K +$557K +5,655 New
BC
1352
Burney Company
Virginia
$548K
MWM
1353
Maripau Wealth Management
Indiana
$545K +$554K +5,629 New
HGA
1354
Hobbs Group Advisors
South Carolina
$545K +$6.01K +61 +1%
ATI
1355
ARK & TLK Investments
Oklahoma
$541K +$111K +1,125 +25%
KIM
1356
Kestra Investment Management
Texas
$540K +$549K +5,569 New
OWA
1357
Oak Wealth Advisors
Illinois
$535K +$544K +5,525 New
AAM
1358
Ameraudi Asset Management
New York
$535K
BDFN
1359
Bond & Devick Financial Network
Minnesota
$531K
FF
1360
Finley Financial
Nevada
$530K +$540K +5,485 New
AA
1361
Atmos Advisory
Pennsylvania
$530K +$539K +5,474 New
PC
1362
Promus Capital
Illinois
$530K +$539K +5,468 New
PAM
1363
Palisade Asset Management
Minnesota
$528K -$28.7K -291 -5%
BFS
1364
BridgePort Financial Solutions
Iowa
$528K +$526K +5,345 New
BWP
1365
Bernardo Wealth Planning
Pennsylvania
$527K +$48.8K +495 +10%
FNB
1366
Farmers National Bank
Kentucky
$527K +$535K +5,434 New
RFA
1367
Resurgent Financial Advisors
Georgia
$525K -$540K -5,486 -50%
RFA
1368
RTD Financial Advisors
Pennsylvania
$524K +$69K +701 +15%
SWA
1369
Strategies Wealth Advisors
Michigan
$524K -$189K -1,914 -26%
LA
1370
Latitude Advisors
Florida
$523K -$275K -2,792 -34%
FWP
1371
FAS Wealth Partners
Kansas
$520K -$48.5K -492 -8%
SCA
1372
Stonebridge Capital Advisors
Minnesota
$519K +$123K +1,249 +30%
RA
1373
Rockingstone Advisors
Massachusetts
$518K +$527K +5,350 New
CF
1374
Centaurus Financial
California
$518K +$216K +2,195 +70%
PP
1375
Patron Partners
Texas
$516K +$199K +2,021 +61%

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.