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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
Jane Street
1951
Jane Street
New York
-$42M -425,985 Closed
PWM
1952
Partnership Wealth Management
Maryland
-$20.9M -205,968 Closed
MA
1953
Marquette Associates
Illinois
-$15.6M -154,490 Closed
Squarepoint
1954
Squarepoint
New York
-$13.4M -131,976 Closed
ATS
1955
Ashton Thomas Securities
New York
-$8.94M -88,323 Closed
TCB
1956
Texas Capital Bancshares
Texas
-$6.4M -63,204 Closed
ECA
1957
Elevation Capital Advisory
Oregon
-$5.7M -56,259 Closed
KWM
1958
KFG Wealth Management
Indiana
-$5.08M -50,212 Closed
WIM
1959
Waycross Investment Management
Washington
-$4.82M -47,573 Closed
MNBTD
1960
Moody National Bank Trust Division
Texas
-$3.07M -30,340 Closed
IHL
1961
Investment House LLC
California
-$3.03M -29,965 Closed
EF
1962
Empowered Funds
Pennsylvania
-$2.4M -23,745 Closed
CFIM
1963
Client First Investment Management
Wisconsin
-$2.38M -23,529 Closed
Tudor Investment Corp
1964
Tudor Investment Corp
Connecticut
-$2.04M -20,159 Closed
WWA
1965
WCG Wealth Advisors
Nevada
-$2.01M -19,812 Closed
FAM
1966
Frontier Asset Management
Wyoming
-$1.98M -19,571 Closed
RGF
1967
Retirement Guys Formula
Ohio
-$1.76M -17,371 Closed
Balyasny Asset Management
1968
Balyasny Asset Management
Illinois
-$1.69M -16,667 Closed
FNBOMD
1969
First National Bank of Mount Dora
Florida
-$1.55M -15,348 Closed
ACM
1970
AlphaStar Capital Management
North Carolina
-$1.46M -14,407 Closed
PP
1971
Paloma Partners
Connecticut
-$1.38M -13,600 Closed
EFS
1972
Econ Financial Services
Pennsylvania
-$1.16M -11,458 Closed
GFG
1973
Goldstone Financial Group
Illinois
-$1.1M -10,894 Closed
RBFC
1974
Roman Butler Fullerton & Co
Missouri
-$1.03M -10,363 Closed
WAM
1975
Worth Asset Management
Texas
-$969K -9,568 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.