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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
MFT
1826
Moisand Fitzgerald Tamayo
Florida
$45.4K
PIS
1827
POM Investment Strategies
North Carolina
$44.8K +$45.5K +462 New
BONH
1828
Bank of New Hampshire
New Hampshire
$44.1K +$18.7K +190 +72%
Barclays
1829
Barclays
United Kingdom
$43.6K -$4.23M -42,972 -99%
SFGP
1830
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$43.1K +$43.8K +445 New
DFA
1831
DHJJ Financial Advisors
Illinois
$41.8K +$98 +1 +0.2%
GC
1832
Gould Capital
Washington
$41.6K -$71.6K -727 -63%
SC
1833
Steph & Co
Wisconsin
$41K
MWA
1834
Medallion Wealth Advisors
Connecticut
$39.4K +$40.1K +407 New
KHC
1835
Koesten Hirschmann & Crabtree
Kansas
$39.2K -$985 -10 -2%
KB
1836
Kimelman & Baird
New York
$36.3K
RWM
1837
Ruedi Wealth Management
Illinois
$35.2K +$1.18K +12 +3%
BOJHT
1838
Bank of Jackson Hole Trust
Wyoming
$35K +$35.6K +361 New
BMC
1839
Bear Mountain Capital
Washington
$34.7K -$1.39M -14,086 -98%
LI
1840
LRI Investments
Florida
$33.5K
NFSG
1841
Newbridge Financial Services Group
Florida
$33K +$33.5K +340 New
RBC
1842
Roble Belko & Company
Pennsylvania
$32K -$72K -731 -69%
GP
1843
Greenline Partners
New York
$30.8K +$31.3K +318 New
CWM
1844
Consultiva Wealth Management
Puerto Rico
$30.7K +$31.2K +317 New
VWM
1845
Venturi Wealth Management
Texas
$30.5K -$224K -2,275 -88%
JAM
1846
JCIC Asset Management
Ontario, Canada
$30.5K
WTA
1847
Washington Trust Advisors
Massachusetts
$30.4K -$20K -203 -39%
EWA
1848
Elevate Wealth Advisory
Georgia
$30.1K
WWMSC
1849
Wagner Wealth Management (South Carolina)
South Carolina
$29.6K -$98 -1 -0.3%
ACA
1850
Atlas Capital Advisors
Wyoming
$29.1K

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.