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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
PGF
1476
Plan Group Financial
Oklahoma
$383K -$26.7K -271 -6%
SAM
1477
SignalPoint Asset Management
Missouri
$382K +$188K +1,911 +94%
IWN
1478
Independent Wealth Network
Iowa
$381K -$202K -2,050 -34%
TCM
1479
Twin Capital Management
Pennsylvania
$380K +$73K +741 +23%
MC
1480
Middleton & Co
Massachusetts
$380K +$66K +670 +21%
CCP
1481
Carmel Capital Partners
California
$379K -$146K -1,486 -28%
PAA
1482
Peregrine Asset Advisers
Oregon
$378K -$39.3K -399 -9%
HCM
1483
Hengehold Capital Management
Ohio
$378K +$45.2K +459 +13%
TCG
1484
Transcendent Capital Group
Oklahoma
$377K -$250K -2,535 -39%
BFG
1485
Beacon Financial Group
Texas
$377K -$102K -1,035 -21%
TCM
1486
Traynor Capital Management
Pennsylvania
$374K -$102K -1,033 -21%
CPA
1487
Compass Planning Associates
Massachusetts
$373K +$379K +3,852 New
FFA
1488
Fragasso Financial Advisors
Pennsylvania
$371K -$122K -1,241 -24%
LA
1489
LexAurum Advisors
Kansas
$370K +$12.3K +125 +3%
HWP
1490
Hibernia Wealth Partners
Louisiana
$369K -$350K -3,558 -48%
SIM
1491
SSI Investment Management
California
$369K
PJWM
1492
Philip James Wealth Mangement
Georgia
$368K +$374K +3,796 New
HWM
1493
HFG Wealth Management
Texas
$368K +$69.7K +708 +24%
OC
1494
Oakworth Capital
Alabama
$367K +$331K +3,365 +788%
BFA
1495
Beaumont Financial Advisors
Massachusetts
$367K -$91K -924 -20%
AWAU
1496
Alliance Wealth Advisors (Utah)
Utah
$366K +$372K +3,778 New
NA
1497
Novus Advisors
South Carolina
$366K +$372K +3,776 New
WFA
1498
Wade Financial Advisory
California
$364K +$2.66K +27 +0.7%
MW
1499
Members Wealth
Pennsylvania
$364K +$370K +3,761 New
OA
1500
Oxbow Advisors
Texas
$364K +$370K +3,755 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.