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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
PPWM
1776
PFG Private Wealth Management
Florida
$105K +$6.6K +67 +7%
BFO
1777
Biltmore Family Office
North Carolina
$105K +$29.5K +300 +38%
OSNBOA
1778
Old Second National Bank of Aurora
Illinois
$102K
CWM
1779
Cranbrook Wealth Management
Michigan
$100K
OL
1780
one8zero8 LLC
North Carolina
$99.3K +$101K +1,025 New
HIIFS
1781
Harel Insurance Investments & Financial Services
Israel
$98K
ITIM
1782
Indiana Trust & Investment Management
Indiana
$97.8K
KSWA
1783
Kathleen S. Wright Associates
Pennsylvania
$96.9K
MFC
1784
Mechanics Financial Corp
Ohio
$96.9K
RCM
1785
Ravenstone Capital Management
$96.9K +$98.5K +1,000 New
AIC
1786
Archer Investment Corporation
Indiana
$90.7K -$40.3K -409 -30%
MEG
1787
Millstone Evans Group
Colorado
$89.9K +$91.4K +928 New
GFL
1788
Granite FO LLC
New Hampshire
$86.7K +$1.18K +12 +1%
WAS
1789
Winch Advisory Services
Wisconsin
$83.7K -$4.92K -50 -5%
AIM
1790
Anchor Investment Management
South Carolina
$82.9K +$886 +9 +1%
MDCM
1791
Morgan Dempsey Capital Management
Wisconsin
$81.6K -$30.3K -308 -27%
BIM
1792
Breakwater Investment Management
Washington
$81.6K +$1.67K +17 +2%
PK
1793
Pflug Koory
Nebraska
$81.4K +$68.2K +692 +468%
TCOV
1794
Trust Company of Vermont
Vermont
$81.2K -$9.95K -101 -11%
QC
1795
Quent Capital
New York
$78.5K +$79.8K +810 New
BLC
1796
Brown, Lisle/Cummings
Rhode Island
$72.7K -$4.92K -50 -6%
CWP
1797
Concord Wealth Partners
Virginia
$69K +$19.8K +201 +39%
CIA
1798
Cape Investment Advisory
Georgia
$68.3K +$40.3K +409 +138%
TAM
1799
Tucker Asset Management
Colorado
$68.2K -$21.9K -222 -24%
RAM
1800
Riggs Asset Management
Pennsylvania
$67.8K -$7.49K -76 -10%

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.