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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
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$137M
COPPSERS
77
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$136M +$1.74M +17,620 +1%
DWM
78
Destination Wealth Management
California
$133M +$3.15M +31,972 +2%
CWM
79
Campbell Wealth Management
Virginia
$133M +$6.93M +70,335 +5%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$132M +$8.56M +86,905 +7%
G
81
GenTrust
Florida
$131M +$328K +3,335 +0.2%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$129M +$4.03M +40,959 +3%
KWM
83
Kingsview Wealth Management
Oregon
$125M +$33.5M +339,637 +36%
R
84
Rebalance
California
$123M +$5.17M +52,446 +4%
BNP Paribas Asset Management
85
BNP Paribas Asset Management
France
$123M +$4.4M +44,668 +4%
WB
86
WesBanco Bank
West Virginia
$122M +$21.9M +222,132 +21%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$121M +$14.5M +147,697 +13%
SWP
88
Sagespring Wealth Partners
Tennessee
$118M +$2.51B +25,522,515 New
MML Investors Services
89
MML Investors Services
Massachusetts
$117M +$14.5M +147,657 +14%
CTB
90
Country Trust Bank
Illinois
$117M +$1.49M +15,131 +1%
Osaic Holdings
91
Osaic Holdings
Arizona
$115M -$3.14M -31,894 -3%
MCCA
92
Mill Creek Capital Advisors
Pennsylvania
$114M -$2.43M -24,718 -2%
HCM
93
Howard Capital Management
Georgia
$106M -$146M -1,481,860 -58%
SPIA
94
Steward Partners Investment Advisory
New York
$104M +$7.04M +71,459 +7%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$103M -$2.31M -23,448 -2%
SMFG
96
Sumitomo Mitsui Financial Group
Japan
$101M +$8.98M +91,178 +10%
PS
97
Principal Securities
Iowa
$101M +$4.6M +46,657 +5%
AssetMark Inc
98
AssetMark Inc
California
$101M -$7.09M -72,002 -6%
TW
99
Trajan Wealth
Arizona
$100M +$4.42M +44,882 +5%
SW
100
SVB Wealth
Massachusetts
$98.9M +$80.4M +815,913 +399%

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.