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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
MWM
1376
Melfa Wealth Management
Massachusetts
$515K +$43.4K +441 +9%
DF
1377
Dunhill Financial
United Kingdom
$514K +$267K +2,706 +104%
MSCM
1378
McElhenny Sheffield Capital Management
Texas
$512K -$9.85K -100 -2%
EWA
1379
Etesian Wealth Advisors
Oregon
$511K
NAS
1380
Nicolet Advisory Services
Wisconsin
$510K +$232K +2,356 +80%
GCA
1381
Gradient Capital Advisors
California
$508K
JCM
1382
Janney Capital Management
Pennsylvania
$506K +$515K +5,225 New
CCFM
1383
Clear Creek Financial Management
Washington
$504K -$15K -152 -3%
CA
1384
Continuum Advisory
Idaho
$503K -$96.2K -977 -16%
FW
1385
FullCircle Wealth
Texas
$502K +$284K +2,886 +127%
SIMG
1386
Sonora Investment Management Group
Arizona
$500K +$508K +5,155 New
SSC
1387
Syverson Strege & Co
Iowa
$499K -$147K -1,488 -22%
CWM
1388
Cornerstone Wealth Management
Missouri
$499K -$4.33K -44 -0.8%
AA
1389
ACT Advisors
North Carolina
$497K +$277K +2,816 +122%
MWM
1390
Modern Wealth Management
Kansas
$496K -$25.9K -263 -5%
NG
1391
NWK Group
California
$495K +$15K +152 +3%
SWA
1392
Sax Wealth Advisors
New Jersey
$494K +$49.9K +507 +11%
HIS
1393
Harvest Investment Services
Illinois
$494K +$502K +5,094 New
EFG
1394
Elios Financial Group
Ohio
$492K -$163K -1,650 -25%
IAS
1395
IMA Advisory Services
Colorado
$492K +$500K +5,074 New
AFW
1396
Atlantic Family Wealth
Florida
$489K +$497K +5,049 New
BMA
1397
Brooks Moore & Associates
Tennessee
$485K +$492K +5,000 New
VFM
1398
Vision Financial Markets
Connecticut
$485K +$492K +5,000 New
PWM
1399
Power Wealth Management
Georgia
$484K -$46.8K -475 -9%
CIM
1400
Confluence Investment Management
Missouri
$484K +$491K +4,990 New

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.