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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
CNBTD
1851
Citizens National Bank Trust Department
Mississippi
$29.1K
GWP
1852
Gen-Wealth Partners
Michigan
$28.5K +$295 +3 +1%
WAG
1853
Wiser Advisor Group
Arizona
$27.1K +$394 +4 +1%
C
1854
Covestor
United Kingdom
$26K -$788 -8 -3%
KA
1855
Kozak & Associates
Colorado
$25.9K +$26.4K +268 New
ADL
1856
Asset Dedication LLC
California
$25.1K
BCPWM
1857
Bradley & Co Private Wealth Management
Florida
$24.6K +$25K +254 New
KWM
1858
Kiker Wealth Management
Georgia
$24.3K +$24.7K +251 New
SA
1859
SRH Advisors
Kansas
$24.2K -$5.71K -58 -19%
GFPC
1860
Global Financial Private Client
Florida
$23.9K
AWM
1861
AllSquare Wealth Management
New York
$22.8K
VWM
1862
Vermillion Wealth Management
Minnesota
$22.3K +$22.7K +230 New
HFS
1863
Hopwood Financial Services
Virginia
$21.9K +$22.3K +226 New
HNB
1864
Hilltop National Bank
Wyoming
$21.3K
FGC
1865
Financial Gravity Companies
Texas
$21.2K +$1.28K +13 +6%
SIC
1866
SJS Investment Consulting
Ohio
$20.6K
MMCM
1867
Murphy & Mullick Capital Management
New York
$19.8K +$20.1K +204 New
CAWM
1868
Capital A Wealth Management
Pennsylvania
$19.5K +$19.8K +201 New
FCMT
1869
Founders Capital Management (Texas)
Texas
$19.4K
MSG
1870
Main Street Group
Virginia
$19.4K
EPIM
1871
Evelyn Partners Investment Management
$19.4K +$19.7K +200 New
IF
1872
Integrity Financial
Wyoming
$19.4K +$19.7K +200 New
SWM
1873
Sanctuary Wealth Management
Idaho
$19.3K +$19.6K +199 New
TSMHT
1874
Thurston Springer Miller Herd & Titak
Indiana
$18.9K
KTC
1875
Kentucky Trust Company
Kentucky
$18.8K +$19.1K +194 New

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.