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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
WG
1676
Watchman Group
Texas
$237K
HG
1677
Harbor Group
New Hampshire
$237K +$241K +2,445 New
LCWP
1678
Legacy Capital Wealth Partners
Arkansas
$236K -$303K -3,080 -56%
EP
1679
Edgestream Partners
New Jersey
$236K -$1.91M -19,423 -89%
SO
1680
Sierra Ocean
California
$235K +$239K +2,422 New
NA
1681
Nottingham Advisors
New York
$233K -$411K -4,175 -63%
FAN
1682
Financial Advisors Network
California
$233K +$237K +2,402 New
CIA
1683
Cohen Investment Advisors
New Hampshire
$233K +$236K +2,400 New
WAOTB
1684
Wealth Advisors of Tampa Bay
Florida
$232K +$11K +112 +5%
EFS
1685
Essex Financial Services
Connecticut
$232K -$27.5M -279,516 -99%
NIM
1686
Nicollet Investment Management
Minnesota
$231K +$235K +2,388 New
AR
1687
Apeiron RIA
Texas
$231K -$18.9K -192 -7%
LOPW
1688
Live Oak Private Wealth
North Carolina
$231K
SWP
1689
Semus Wealth Partners
Florida
$230K -$33.3K -338 -12%
AFA
1690
AllGen Financial Advisors
Florida
$229K +$233K +2,368 New
AIA
1691
Allied Investment Advisors
Montana
$228K
PWM
1692
Palacios Wealth Management
Florida
$226K +$230K +2,339 New
LPP
1693
Life Planning Partners
Florida
$226K +$1.38K +14 +0.6%
BOPW
1694
Brandywine Oak Private Wealth
Pennsylvania
$225K +$229K +2,322 New
SOAG
1695
Silver Oak Advisory Group
Oregon
$224K
PMA
1696
Prudent Man Advisors
Illinois
$223K -$105K -1,062 -32%
WFS
1697
WealthGarden F.S.
California
$222K +$225K +2,289 New
ESB
1698
Essex Savings Bank
Connecticut
$221K +$225K +2,285 New
SIA
1699
Spectrum Investment Advisors
Wisconsin
$221K -$4.57M -46,355 -95%
RIL
1700
Rothschild Investment LLC
Illinois
$220K +$197 +2 +0.1%

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.