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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
ANB
176
Amarillo National Bank
Texas
$50.4M +$7.84M +79,597 +18%
BB
177
Bell Bank
North Dakota
$50M +$6.93M +70,378 +16%
SB
178
Sunflower Bank
Texas
$49.8M +$3.38M +34,345 +7%
WA
179
Wilshire Advisors
California
$48.8M +$15.3M +155,811 +45%
NYLIM
180
New York Life Investment Management
New York
$48.4M +$4.03M +40,941 +9%
1CP
181
1607 Capital Partners
Virginia
$46.8M +$47.6M +483,125 New
JSL
182
JT Stratford LLC
Georgia
$46.2M +$46.7M +474,157 +19,135%
RhumbLine Advisers
183
RhumbLine Advisers
Massachusetts
$46M +$2.86M +29,024 +7%
ZB
184
Zions Bancorporation
Utah
$45.8M -$1.41M -14,313 -3%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$45M -$10.5M -106,500 -19%
PEGL
186
P/E Global LLC
Massachusetts
$44.9M +$3.51M +35,589 +8%
BWCS
187
Beirne Wealth Consulting Services
Connecticut
$44.3M +$289K +2,933 +0.6%
GWM
188
GoalFusion Wealth Management
Texas
$43.8M +$2.97M +30,176 +7%
MWM
189
MTC Wealth Management
Florida
$43.5M -$212K -2,157 -0.5%
CFB
190
Cullen/Frost Bankers
Texas
$43.4M +$2.09M +21,194 +5%
PWM
191
Prentice Wealth Management
New York
$43.4M +$11.4M +115,505 +35%
PCG
192
Prosperity Consulting Group
Maryland
$43.2M -$3.08M -31,271 -7%
MWM
193
Mascoma Wealth Management
New Hampshire
$43M +$2.21M +22,419 +5%
EPM
194
Elm Partners Management
Pennsylvania
$42.9M -$3.37M -34,197 -7%
PAG
195
Private Advisor Group
New Jersey
$41.9M -$173K -1,754 -0.4%
HFS
196
Hantz Financial Services
Michigan
$41.7M +$9.26M +94,020 +28%
EH
197
Equitable Holdings
New York
$41.7M -$4.94M -50,115 -10%
Boston Partners
198
Boston Partners
Massachusetts
$41.6M
EPP
199
ETF Portfolio Partners
Kansas
$41.4M +$746K +7,579 +2%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$41.2M -$544K -5,526 -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.