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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
CHC
1801
City Holding Co
West Virginia
$67.7K -$5.71K -58 -8%
KWAG
1802
Kiely Wealth Advisory Group
North Carolina
$64.6K
PFBT
1803
Parkside Financial Bank & Trust
Missouri
$63.5K +$22.5K +228 +53%
CAM
1804
Chesapeake Asset Management
New York
$61K -$23.1K -235 -27%
HCA
1805
Heck Capital Advisors
Wisconsin
$61K -$1.87K -19 -3%
EBA
1806
Eagle Bay Advisors
New York
$61K
PAG
1807
Paladin Advisory Group
Iowa
$60.8K -$5.61K -57 -8%
LOIP
1808
Live Oak Investment Partners
Texas
$59.6K
PAIM
1809
Punch & Associates Investment Management
Minnesota
$58.6K
FDW
1810
Fourth Dimension Wealth
Ohio
$57.6K +$58.5K +594 New
IWM
1811
IMG Wealth Management
Florida
$56.1K +$57K +579 New
CPG
1812
Cornerstone Planning Group
New Jersey
$55.8K -$11.8K -120 -17%
HIA
1813
Harbor Investment Advisory
Maryland
$54.9K -$3.74K -38 -6%
FFO
1814
Fortitude Family Office
Arizona
$54.8K +$52.8K +536 +1,787%
WWP
1815
WR Wealth Planners
Missouri
$54.4K
FFA
1816
Frazier Financial Advisors
Ohio
$54.3K +$55.2K +560 New
VC
1817
Vestor Capital
Illinois
$54K -$1.58K -16 -3%
AIA
1818
Angeles Investment Advisors
California
$53.7K -$876K -8,891 -94%
CWM
1819
Copia Wealth Management
Oregon
$53.7K +$54.6K +554 New
T
1820
Transce3nd
Texas
$53.2K +$54.1K +549 New
CJ
1821
Caitlin John
Michigan
$52.3K
NWM
1822
Navigoe Wealth Management
California
$52K +$53.4K +542 New
NMG
1823
New Millennium Group
Utah
$51.9K +$52.8K +536 New
CW
1824
Curio Wealth
Maryland
$49.8K +$50.6K +514 New
CWM
1825
CarsonAllaria Wealth Management
Illinois
$45.6K +$295 +3 +0.6%

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.