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
MFG
1626
Magnus Financial Group
New York
$263K +$58.3K +592 +28%
FH
1627
Financial Harvest
Florida
$262K +$267K +2,706 New
AC
1628
Avestar Capital
New York
$262K -$15.8K -160 -6%
NIWA
1629
New Insight Wealth Advisors
California
$260K +$34.5K +350 +15%
SBIA
1630
Sheaff Brock Investment Advisors
Indiana
$260K -$492 -5 -0.2%
BWM
1631
BNC Wealth Management
Oregon
$259K +$12.5K +127 +5%
FFA
1632
Founders Financial Alliance
North Carolina
$259K -$11.5K -117 -4%
MFC
1633
Morris Financial Concepts
South Carolina
$258K +$591 +6 +0.2%
TCOT
1634
Trust Company of Toledo
Ohio
$258K
RF
1635
Rossby Financial
Florida
$258K +$262K +2,661 New
SF
1636
Strategent Financial
Virginia
$257K +$262K +2,657 New
NFC
1637
Northstar Financial Companies
Pennsylvania
$256K +$260K +2,643 New
HBW
1638
Hazlett, Burt & Watson
West Virginia
$256K +$90.6K +920 +54%
ZIG
1639
Zullo Investment Group
Pennsylvania
$256K -$8.96K -91 -3%
GWAG
1640
Garrett Wealth Advisory Group
Texas
$255K -$28.6K -290 -10%
OBWP
1641
O'Brien Wealth Partners
Massachusetts
$255K +$62.4K +634 +32%
NCM
1642
Noesis Capital Mangement
Florida
$255K -$149K -1,516 -37%
STFP
1643
Signal Tree Financial Partners
Ohio
$254K +$258K +2,618 New
AWAG
1644
ARS Wealth Advisors Group
Florida
$253K +$5.42K +55 +2%
Allianz Asset Management
1645
Allianz Asset Management
Germany
$252K
CTC
1646
Central Trust Company
Missouri
$252K +$62.8K +638 +33%
LWM
1647
Liberty Wealth Management
California
$251K +$256K +2,595 New
I
1648
INVST
Indiana
$251K -$129K -1,312 -34%
HOWA
1649
Heritage Oak Wealth Advisors
Florida
$250K -$2.35M -23,827 -90%
CCM
1650
Chilton Capital Management
Texas
$249K -$1.67K -17 -0.7%

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.