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
ClearBridge Investments
1501
ClearBridge Investments
New York
$362K +$3.94K +40 +1%
CAL
1502
Capital Advisors Ltd
Ohio
$362K +$110K +1,112 +42%
TWP
1503
Tempus Wealth Planning
California
$360K -$32K -325 -8%
CCMI
1504
Creative Capital Management Investments
California
$360K +$366K +3,716 New
PBF
1505
Petix & Botte Financial
California
$360K +$591 +6 +0.2%
SF
1506
SWP Financial
California
$357K -$11.9K -121 -3%
S
1507
Sachetta
Massachusetts
$356K +$76.7K +779 +27%
CIR
1508
Clear Investment Research
Georgia
$356K +$1.58K +16 +0.4%
WIA
1509
Wetzel Investment Advisors
Indiana
$355K -$54.5K -553 -13%
JFG
1510
Jefferies Financial Group
New York
$355K
CB
1511
Cadence Bank
Mississippi
$354K -$1.28M -13,036 -78%
EB
1512
Eastern Bank
Massachusetts
$354K +$262K +2,664 +270%
PA
1513
Promethium Advisors
Maryland
$353K -$56.6K -575 -14%
FWP
1514
Firethorn Wealth Partners
Georgia
$352K -$1.87K -19 -0.5%
WAL
1515
W Advisors LLC
Tennessee
$352K
LWM
1516
Lakeridge Wealth Management
Ohio
$351K +$29.8K +303 +9%
MCA
1517
Midwest Capital Advisors
Michigan
$351K +$356K +3,619 New
NSIM
1518
North Star Investment Management
Illinois
$349K -$92.5K -939 -21%
MCWA
1519
Meadow Creek Wealth Advisors
Georgia
$349K
VWM
1520
Verus Wealth Management
Wisconsin
$346K +$352K +3,574 New
CCAL
1521
City Center Advisors LLC
Michigan
$346K -$4.33K -44 -1%
TRCT
1522
Tower Research Capital (TRC)
New York
$345K -$503K -5,104 -59%
AC
1523
Attessa Capital
Arizona
$343K +$349K +3,544 New
PA
1524
Paragon Advisors
Texas
$342K -$692K -7,026 -67%
EDRH
1525
Edmond de Rothschild Holding
Switzerland
$341K +$235K +2,383 +211%

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.