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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
MCG
2026
McCollum Christoferson Group
New York
-$203K -2,000 Closed
WSCM
2027
Wellington Shields Capital Management
New York
-$203K -2,000 Closed
GT
2028
Greenleaf Trust
Michigan
-$202K -1,995 Closed
SFG
2029
Sovereign Financial Group
Connecticut
-$201K -1,983 Closed
RWM
2030
Reston Wealth Management
Virginia
-$164K -1,616 Closed
BCM
2031
Blume Capital Management
California
-$143K -1,416 Closed
MFG
2032
Mendota Financial Group
Wisconsin
-$141K -1,392 Closed
PMFA
2033
Plante Moran Financial Advisors
Michigan
-$126K -1,243 Closed
WSC
2034
Wellington Shields & Co
New York
-$99K -978 Closed
SWC
2035
Spectrum Wealth Counsel
Indiana
-$78.4K -774 Closed
HWP
2036
Highline Wealth Partners
California
-$67.9K -670 Closed
WC
2037
Westwind Capital
New Mexico
-$61K -601 Closed
GGI
2038
Godsey & Gibb Inc
Virginia
-$58.9K -582 Closed
CYG
2039
Clean Yield Group
Vermont
-$41.1K -406 Closed
BWP
2040
Baldwin Wealth Partners
Massachusetts
-$34.6K -342 Closed
CICI
2041
Capital Investment Counsel Inc
North Carolina
-$24.1K -238 Closed
SVCP
2042
Silicon Valley Capital Partners
California
-$23.9K -236 Closed
EAM
2043
Eukles Asset Management
Ohio
-$17.3K -171 Closed
MFA
2044
McClarren Financial Advisors
Pennsylvania
-$5 -101 Closed
LFA
2045
Legend Financial Advisors
Pennsylvania
-$9.82K -97 Closed
UCI
2046
Uncommon Cents Investing
Wisconsin
-$8.68K -86 Closed
LIS
2047
Legacy Investment Solutions
Idaho
-$8.3K -85 Closed
LWMI
2048
Legacy Wealth Management (Idaho)
Idaho
-$8.3K -85 Closed
CPA
2049
Capital Performance Advisors
California
-$8.4K -83 Closed
BOC
2050
Bull Oak Capital
California
-$7.26K -72 Closed

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.