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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
BCM
1726
Boltwood Capital Management
California
$203K
MG
1727
McHugh Group
Ohio
$202K +$206K +2,089 New
JGCM
1728
Joseph Group Capital Management
Ohio
$198K +$14.9K +151 +8%
FIM
1729
FWL Investment Management
Texas
$196K -$11K -112 -5%
HBT
1730
Hills Bank & Trust
Iowa
$195K -$18.3K -186 -8%
KC
1731
Knuff & Co
California
$189K -$46.3K -470 -19%
FFC
1732
First Financial Corp
Indiana
$184K +$187K +1,897 New
DMIC
1733
Dixon Mitchell Investment Counsel
British Columbia, Canada
$183K
FMTCOCP
1734
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K +$24.9K +253 +16%
CB
1735
CNB Bank
Pennsylvania
$174K -$3.64K -37 -2%
KFI
1736
Key Financial Inc
Pennsylvania
$171K +$23.5K +239 +16%
MPCG
1737
Matrix Private Capital Group
New York
$169K
WI
1738
Wintrust Investments
Illinois
$168K +$74.3K +754 +76%
VAG
1739
VisionPoint Advisory Group
Texas
$162K +$165K +1,671 New
FWA
1740
Flagship Wealth Advisors
Massachusetts
$162K +$165K +1,671 New
RCA
1741
Runnymede Capital Advisors
Ohio
$161K +$164K +1,666 New
DSC
1742
Duncker Streett & Co
Missouri
$161K
CPA
1743
Cardiff Park Advisors
California
$158K +$1.67K +17 +1%
GWANC
1744
Guardian Wealth Advisors (North Carolina)
North Carolina
$156K +$73.4K +745 +86%
SIM
1745
Synergy Investment Management
Florida
$156K +$159K +1,615 New
BHWM
1746
Beaird Harris Wealth Management
Texas
$154K +$74K +751 +90%
RMP
1747
Richards, Merrill & Peterson
Washington
$148K +$151K +1,529 New
CA
1748
Centerpoint Advisors
Massachusetts
$148K +$13.7K +139 +10%
MAS
1749
MPWM Advisory Solutions
Georgia
$147K +$150K +1,520 New
JFA
1750
JNBA Financial Advisors
Minnesota
$147K -$46.5K -472 -24%

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.