We are live on ! Find out more
AGG icon

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
BFA
1401
Beacon Financial Advisory
Ohio
$482K +$34.4K +349 +8%
NA
1402
Note Advisors
New York
$482K +$490K +4,975 New
PWMG
1403
Pinnacle Wealth Management Group
Michigan
$481K -$271K -2,752 -36%
RWIA
1404
Roger Wittlin Investment Advisory
California
$479K -$396K -4,016 -45%
SI
1405
Sprott Inc
Ontario, Canada
$478K +$47.2K +479 +11%
SOS
1406
Silver Oak Securities
Tennessee
$475K -$111K -1,127 -19%
JWCA
1407
J.W. Coons Advisors
Ohio
$474K +$14K +142 +3%
GA
1408
GSG Advisors
New Jersey
$474K +$5.12K +52 +1%
CCG
1409
Coastwise Capital Group
California
$473K -$8.18K -83 -2%
CMI
1410
Clare Market Investments
Texas
$473K +$37.3K +379 +8%
CD
1411
Chapin Davis
Maryland
$473K
WS
1412
Wela Strategies
Georgia
$473K +$5.93M +60,170 New
LWL
1413
Leo Wealth LLC
Texas
$466K +$5.02K +51 +1%
FNT
1414
First National Trust
Pennsylvania
$465K -$5.02K -51 -1%
IWP
1415
Insight Wealth Partners
Texas
$462K +$157K +1,593 +50%
ACA
1416
Affinity Capital Advisors
California
$462K -$443K -4,497 -48%
WIM
1417
WealthPlan Investment Management
Nebraska
$462K +$469K +4,763 New
ACA
1418
Anchor Capital Advisors
Massachusetts
$460K -$867K -8,800 -65%
GFA
1419
Gallagher Fiduciary Advisors
Illinois
$459K +$162K +1,648 +53%
CF
1420
Copperwynd Financial
Arizona
$453K +$59.5K +604 +15%
HHGA
1421
Halbert Hargrove Global Advisors
California
$453K +$2.86K +29 +0.6%
GWP
1422
Gateway Wealth Partners
Wisconsin
$449K +$125K +1,270 +38%
SCG
1423
Sonata Capital Group
Washington
$448K
CA
1424
Crewe Advisors
Utah
$448K
RT
1425
Rockland Trust
Massachusetts
$448K -$20K -203 -4%

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.