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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
PCM
1601
Parsons Capital Management
Rhode Island
$285K +$289K +2,937 New
BW
1602
BostonPremier Wealth
Massachusetts
$284K +$289K +2,933 New
GWM
1603
Gray Wealth Management
Maine
$284K
WDL
1604
Well Done LLC
Michigan
$283K
OFG
1605
Oxford Financial Group
Indiana
$282K -$23K -234 -7%
BCM
1606
BluePointe Capital Management
California
$282K +$286K +2,906 New
GEA
1607
Glen Eagle Advisors
New Jersey
$280K -$3.74K -38 -1%
EHC
1608
Everett Harris & Co
California
$280K
GWM
1609
GDS Wealth Management
Texas
$279K +$22.6K +229 +9%
PAM
1610
PCG Asset Management
New Jersey
$279K +$283K +2,875 New
CWA
1611
Clearview Wealth Advisors
Oregon
$277K
FGA
1612
Fortis Group Advisors
New Jersey
$275K -$29.7K -302 -10%
LWM
1613
Lyell Wealth Management
California
$275K -$17.7K -180 -6%
MCM
1614
M1 Capital Management
Michigan
$274K +$279K +2,828 New
KPP
1615
Kings Path Partners
Texas
$273K +$19.7K +200 +8%
FWA
1616
FSM Wealth Advisors
Ohio
$272K -$10.6K -108 -4%
CMP
1617
Courage Miller Partners
Virginia
$272K -$98 -1 -0%
ONST
1618
Old North State Trust
North Carolina
$271K +$276K +2,800 New
BMC
1619
Benin Management Corp
Connecticut
$271K
PFC
1620
Phocas Financial Corp
California
$270K
LC
1621
Lavaca Capital
Texas
$270K +$3.15K +32 +1%
WCG
1622
Weaver Consulting Group
California
$270K -$10.9K -111 -4%
SCA
1623
Scott Capital Advisors
Oregon
$265K +$21.4K +217 +8%
Loomis, Sayles & Company
1624
Loomis, Sayles & Company
Massachusetts
$264K +$63.3K +643 +31%
TA
1625
TrueWealth Advisors
Alabama
$263K -$14.8K -150 -5%

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.