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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
FP
1876
Financial Perspectives
Minnesota
$18.4K
APW
1877
Aventura Private Wealth
Florida
$18K +$18.3K +186 New
TLA
1878
Tanglewood Legacy Advisors
Texas
$17.1K +$197 +2 +1%
AWM
1879
Activest Wealth Management
Florida
$16.9K
IWMA
1880
Ironwood Wealth Management (Arizona)
Arizona
$16.2K -$327K -3,323 -95%
POIA
1881
Pin Oak Investment Advisors
Texas
$16K
BC
1882
Barrett & Company
Rhode Island
$14.8K -$98 -1 -0.6%
HGERS
1883
Householder Group Estate & Retirement Specialist
Arizona
$14K -$324K -3,290 -96%
M
1884
MOTCO
Texas
$14K -$39.2K -398 -73%
LWANC
1885
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K -$9.85K -100 -41%
SCM
1886
Sterling Capital Management
North Carolina
$13.6K +$13.9K +141 New
FWM
1887
FSA Wealth Management
Massachusetts
$13.2K
CFO
1888
Colony Family Offices
North Carolina
$13.1K
VWWMG
1889
Vermillion & White Wealth Management Group
Pennsylvania
$11.3K
IRC
1890
Investors Research Corp
Georgia
$11.1K
CWC
1891
Carolinas Wealth Consulting
North Carolina
$11.1K -$13.8K -140 -55%
CAM
1892
Clarity Asset Management
Iowa
$9.93K +$98 +1 +1%
SOW
1893
State of Wyoming
Wyoming
$9.69K
MCA
1894
Maryland Capital Advisors
Maryland
$9.5K +$9.65K +98 New
OLVIG
1895
Oliver Lagore Vanvalin Investment Group
Michigan
$9.01K
PFA
1896
Pillar Financial Advisors
Kentucky
$8.43K +$8.57K +87 New
NRG
1897
Nemes Rush Group
Michigan
$7.85K +$98 +1 +1%
SL
1898
Salomon & Ludwin
Virginia
$7.66K
PAI
1899
Pittenger & Anderson Inc
Nebraska
$6.78K
LFA
1900
LGT Financial Advisors
Texas
$6.69K -$98 -1 -1%

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.