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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
OWA
1551
Opal Wealth Advisors
New York
$321K +$327K +3,315 New
FCA
1552
Fortis Capital Advisors
Kansas
$321K -$1.16M -11,761 -79%
TPW
1553
Talon Private Wealth
Florida
$320K -$132K -1,342 -29%
PWP
1554
Perfromance Wealth Partners
Illinois
$318K -$24.6K -250 -7%
UBG
1555
United Bank (Georgia)
Georgia
$317K
CGA
1556
Crescent Grove Advisors
Illinois
$316K -$181K -1,841 -36%
IBOK
1557
Independence Bank of Kentucky
Kentucky
$315K +$200K +2,026 +165%
GIM
1558
Goelzer Investment Management
Indiana
$315K +$320K +3,249 New
AG
1559
AmeriFlex Group
Nevada
$314K +$317K +3,222 New
MCM
1560
MidAtlantic Capital Management
Virginia
$313K +$95.4K +969 +43%
PWM
1561
Parkshore Wealth Management
California
$309K +$314K +3,191 New
SDWMA
1562
Schneider Downs Wealth Management Advisors
Pennsylvania
$309K -$7.49K -76 -2%
SSW
1563
Stone Summit Wealth
Florida
$309K
BO
1564
Bank OZK
Arkansas
$308K +$74.5K +756 +31%
AFA
1565
American Financial Advisors
Georgia
$307K +$18.8K +191 +6%
CPCP
1566
Cedar Point Capital Partners
Iowa
$306K +$49.2K +500 +19%
WWM
1567
Wolff Wiese Magana
California
$305K +$12.3K +125 +4%
RPWA
1568
Regent Peak Wealth Advisors
Georgia
$304K +$309K +3,138 New
SAS
1569
Stelac Advisory Services
New York
$304K
FWM
1570
Fonville Wealth Management
Virginia
$303K
JIC
1571
Joel Isaacson & Co
New York
$302K +$14K +142 +5%
PFG
1572
PAX Financial Group
Texas
$302K +$14.5K +147 +5%
MWM
1573
Merriman Wealth Management
Washington
$301K -$5.5M -55,873 -95%
FF
1574
Farrow Financial
Vermont
$301K +$306K +3,104 New
CIC
1575
Cutler Investment Counsel
Oregon
$299K +$304K +3,085 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.