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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
MSAM
1451
Moloney Securities Asset Management
Missouri
$418K +$21.9K +222 +5%
MFWP
1452
Mosaic Family Wealth Partners
Missouri
$415K
CSA
1453
Cottage Street Advisors
Massachusetts
$409K +$25.2K +256 +6%
SXL
1454
Summit X LLC
Missouri
$403K -$4.83K -49 -1%
HDIM
1455
Hanson & Doremus Investment Management
Vermont
$403K
HWA
1456
Heritage Wealth Advisors
Virginia
$402K +$2.36K +24 +0.6%
TNB
1457
Thomasville National Bank
Georgia
$401K +$4.92K +50 +1%
IPW
1458
Impact Partnership Wealth
Georgia
$400K +$150K +1,519 +58%
BFM
1459
Boston Financial Management
Massachusetts
$399K -$81.7K -830 -17%
EWM
1460
Executive Wealth Management
Michigan
$399K -$70.9K -720 -15%
BWL
1461
Bogart Wealth LLC
Virginia
$399K
BCG
1462
Bravias Capital Group
New Jersey
$399K +$403K +4,094 New
LLWM
1463
Life Line Wealth Management
California
$397K +$5.02K +51 +1%
W
1464
WealthCollab
Washington
$396K -$4.43K -45 -1%
2L
1465
25 LLC
Missouri
$395K
FSA
1466
Financial Sense Advisors
California
$394K -$2.07M -21,048 -84%
HA
1467
Hanover Advisors
South Carolina
$390K
TWM
1468
Topsail Wealth Management
North Carolina
$390K +$396K +4,025 New
FMP
1469
Financial Management Professionals
Texas
$389K +$15.6K +158 +4%
CP
1470
Canopy Partners
Ohio
$389K
PAMG
1471
Patton Albertson Miller Group
Tennessee
$388K +$179K +1,814 +83%
FRA
1472
Frank Rimerman Advisors
California
$387K
YAL
1473
Your Advocates Ltd
Texas
$387K +$34.8K +353 +10%
TCOTS
1474
Trust Company of the South
North Carolina
$384K +$25.4K +258 +7%
FWA
1475
FSC Wealth Advisors
New York
$383K +$390K +3,957 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.