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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
AGWCA
1751
Annis Gardner Whiting Capital Advisors
Florida
$146K +$7.58K +77 +5%
BSB
1752
Bangor Savings Bank
Maine
$145K
CSC
1753
Caldwell Sutter Capital
California
$143K -$2.27K -23 -2%
CBT
1754
Crews Bank & Trust
Florida
$142K +$144K +1,463 New
CSPIA
1755
Cary Street Partners Investment Advisory
Virginia
$140K -$5.03M -51,108 -97%
RI
1756
Ridgewood Investments
New Jersey
$138K
ETS
1757
ESL Trust Services
New York
$136K
YDMI
1758
Y.D. More Investments
Israel
$133K +$56.1K +570 +71%
AEPWM
1759
Atlantic Edge Private Wealth Management
Florida
$131K +$4.92K +50 +4%
PSFG
1760
Park Square Financial Group
Georgia
$131K +$133K +1,349 New
FPB
1761
First PREMIER Bank
South Dakota
$130K +$121K +1,233 +1,163%
PPC
1762
Park Place Capital
Alabama
$128K -$74K -751 -36%
VWM
1763
Valley Wealth Managers
New Jersey
$128K -$37.6K -382 -22%
FF
1764
Friedenthal Financial
New Jersey
$126K -$29.1K -295 -18%
GJIA
1765
Glass Jacobson Investment Advisors
Maryland
$126K
RDFA
1766
Ritter Daniher Financial Advisory
Ohio
$125K
PP
1767
Pacifica Partners
Canada
$120K
TFA
1768
Toth Financial Advisory
Virginia
$120K -$4.92K -50 -4%
DWM
1769
Darwin Wealth Management
Florida
$120K -$102K -1,036 -46%
PA
1770
PSI Advisors
Florida
$118K -$30K -305 -20%
CT
1771
Clearstead Trust
Maine
$116K -$36.9K -375 -24%
TCPG
1772
Trivant Custom Portfolio Group
California
$109K +$98.6K +1,001 +776%
RS
1773
Rakuten Securities
Japan
$109K +$87.3K +886 +368%
CFP
1774
Comprehensive Financial Planning
Pennsylvania
$109K +$110K +1,121 New
LWA
1775
Lowe Wealth Advisors
Maryland
$107K +$94.5K +959 +675%

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.