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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
SWM
51
SigFig Wealth Management
California
$293M +$11.5M +116,296 +4%
USAA
52
United Services Automobile Association
Texas
$286M -$608M -6,175,381 -68%
DWM
53
Dynasty Wealth Management
Florida
$286M -$2.26M -22,910 -0.8%
SDIC
54
South Dakota Investment Council
South Dakota
$284M +$3.69M +37,455 +1%
MSA
55
Mason Street Advisors
Wisconsin
$250M +$5.34M +54,200 +2%
QWP
56
Quotient Wealth Partners
Texas
$237M +$7.94M +80,616 +3%
AllianceBernstein
57
AllianceBernstein
Tennessee
$236M -$53.5M -543,133 -18%
SAM
58
Simplify Asset Management
Nevada
$225M +$89.6M +909,907 +65%
EWA
59
EP Wealth Advisors
California
$224M +$61.7M +626,728 +37%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$219M -$6.81M -69,103 -3%
BTI
61
Blue Trust Inc
Georgia
$218M +$8.99M +91,287 +4%
SP
62
Stairway Partners
Illinois
$196M +$18.5M +188,031 +10%
DCM
63
Disciplina Capital Management
Tennessee
$193M +$10.1M +102,739 +5%
HighTower Advisors
64
HighTower Advisors
Illinois
$190M +$7.5M +76,147 +4%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$180M -$11.6M -118,102 -6%
AWM
66
Axxcess Wealth Management
California
$173M +$7.4M +75,175 +4%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$162M +$9.47M +96,163 +6%
Macquarie Group
68
Macquarie Group
Australia
$160M +$163M +1,651,369 New
COCM
69
Charter Oak Capital Management
New Hampshire
$157M +$11.6M +118,128 +8%
CAAS
70
Capital Asset Advisory Services
Michigan
$157M +$1.13M +11,516 +0.7%
P
71
&Partners
Tennessee
$155M +$58.1M +590,083 +58%
CWM
72
Cahaba Wealth Management
Georgia
$147M +$4.33M +43,991 +3%
PCIA
73
Prime Capital Investment Advisors
Kansas
$146M -$2.91M -29,524 -2%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$142M +$9.88M +100,358 +7%
Deutsche Bank
75
Deutsche Bank
Germany
$138M +$54.5M +553,200 +64%

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.