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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
AF
126
Alerus Financial
North Dakota
$76.5M +$1.31M +13,295 +2%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$75.9M +$28.6M +290,381 +59%
MWP
128
Meridian Wealth Partners
Pennsylvania
$74.3M +$3.16M +32,128 +4%
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$74.2M +$3.96M +40,228 +6%
JHCM
130
Juniper Hill Capital Management
California
$71.4M
BCM
131
Brookstone Capital Management
Illinois
$71.3M -$67.5M -685,308 -48%
Victory Capital Management
132
Victory Capital Management
Texas
$70.7M +$1.23M +12,472 +2%
UCFA
133
United Capital Financial Advisors
Texas
$70.4M -$3.38M -34,294 -5%
RCG
134
Rock Creek Group
District of Columbia
$69.1M -$24.4M -248,207 -26%
ZIM
135
Zacks Investment Management
Illinois
$68.5M -$6.45M -65,502 -8%
BCI
136
Brinker Capital Investments
Pennsylvania
$68.4M -$31M -314,352 -31%
OPS
137
Orion Portfolio Solutions
Nebraska
$68.4M -$31M -314,352 -31%
CST
138
Charles Schwab Trust
Nevada
$68.1M +$2.32M +23,531 +3%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$67.3M +$15.6M +158,857 +30%
Franklin Resources
140
Franklin Resources
California
$66.9M -$362K -3,671 -0.5%
CWG
141
Cornerstone Wealth Group
North Carolina
$66.7M +$4.18M +42,442 +7%
PP
142
PDS Planning
Ohio
$66.6M +$4.24M +43,036 +7%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$65.9M +$4.88M +49,515 +8%
PFA
144
Professional Financial Advisors
Nebraska
$64.4M +$812K +8,242 +1%
SHGA
145
Sand Hill Global Advisors
California
$64M +$5.54M +56,233 +9%
FCAM
146
First Citizens Asset Management
North Carolina
$63.7M -$298K -3,027 -0.5%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$62.4M -$2.52M -25,634 -4%
FCH
148
Freestone Capital Holdings
Washington
$61.6M +$43.7K +444 +0.1%
KPWS
149
Kestra Private Wealth Services
Texas
$61.6M +$3.98M +40,411 +7%
MCWS
150
McKinley Carter Wealth Services
West Virginia
$61.2M -$849K -8,621 -1%

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.