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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$12.5B +$735M +7,463,618 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$7.55B +$7.67B +77,873,077 New
Wells Fargo
3
Wells Fargo
California
$5.22B +$296M +3,007,758 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5B +$268M +2,718,705 +6%
Bank of America
5
Bank of America
North Carolina
$4.24B +$388M +3,944,353 +10%
BlackRock
6
BlackRock
New York
$4.16B -$801M -8,132,888 -16%
US Bancorp
7
US Bancorp
Minnesota
$3.3B -$316M -3,212,525 -9%
Morgan Stanley
8
Morgan Stanley
New York
$3.16B +$438M +4,450,821 +16%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$2.27B +$86.9M +882,233 +4%
Betterment LLC
10
Betterment LLC
New York
$1.93B +$111M +1,129,571 +6%
Ameriprise
11
Ameriprise
Minnesota
$1.85B +$810M +8,223,945 +75%
Goldman Sachs
12
Goldman Sachs
New York
$1.8B -$764M -7,757,878 -30%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$1.63B -$208K -2,116 -11%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$1.62B -$213M -2,164,617 -11%
Northern Trust
15
Northern Trust
Illinois
$1.43B -$16.9M -171,867 -1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.39B +$149M +1,516,800 +12%
JHU
17
Johns Hopkins University
Maryland
$1.37B +$1.39B +14,159,616 New
APSPRSPT
18
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B +$514M +5,220,182 +64%
Creative Planning
19
Creative Planning
Kansas
$1.25B +$24.4M +247,996 +2%
AA
20
Acorns Advisers
California
$1.19B +$77.5M +787,319 +7%
Charles Schwab
21
Charles Schwab
California
$1.08B -$35M -354,929 -3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.01B +$90.6M +920,300 +10%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.01B -$153M -1,556,122 -13%
FCBT
24
First Citizens Bank & Trust
North Carolina
$997M -$3.19M -32,432 -0.3%
WI
25
WealthNavi Inc
Japan
$976M +$20.5M +207,960 +2%

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.