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iShares Core US Aggregate Bond ETF
AGG

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: 1,791 → 1,934 (+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: 358 → 364 (+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

Top Buyers

Rank Fund Capital Flow
1
JHU
Johns Hopkins University
Maryland
+$1.39B
2
Ameriprise
Ameriprise
Minnesota
+$810M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$735M
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
+$514M
5
Morgan Stanley
Morgan Stanley
New York
+$438M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$801M
2
Goldman Sachs
Goldman Sachs
New York
-$764M
3
USAA
United Services Automobile Association
Texas
-$608M
4
SOMRS
State of Michigan Retirement System
Michigan
-$419M
5
US Bancorp
US Bancorp
Minnesota
-$316M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
226
DB Fitzpatrick & Co
Idaho
$36.9M +$1.82M +18,485 +5%
TPCW
227
TD Private Client Wealth
New York
$36.7M +$12.1M +123,239 +48%
RSWM
228
Robertson Stephens Wealth Management
California
$36.2M +$9.15M +92,851 +33%
TCM
229
Towercrest Capital Management
Pennsylvania
$36.1M +$2.83M +28,750 +8%
LMIM
230
Lockheed Martin Investment Management
Maryland
$35.8M +$30M +304,925 +469%
MG
231
Mather Group
Illinois
$35.5M +$14.1M +143,505 +64%
AWM
232
Abound Wealth Management
Tennessee
$35.4M +$2.53M +25,670 +8%
CM
233
Cornerstone Management
Georgia
$35.3M +$3.36M +34,144 +10%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$34.6M +$25.6M +260,245 +269%
FPCP
235
Fort Point Capital Partners
California
$34.3M +$3.33M +33,766 +11%
TWM
236
Tanager Wealth Management
United Kingdom
$33.5M +$17.6M +178,347 +106%
SIM
237
Strategic Investment Management
Virginia
$33.4M +$33.9M +344,400 New
CAM
238
Cresset Asset Management
Illinois
$33.4M +$16.1M +163,190 +90%
PP
239
Passaic Partners
New Jersey
$33.2M +$4.85M +49,229 +17%
BSSFA
240
Baron Silver Stevens Financial Advisors
Florida
$33.1M +$1.42M +14,374 +4%
BDF
241
Black Diamond Financial
Maryland
$33M +$11.4M +116,005 +52%
AAP
242
Arax Advisory Partners
Colorado
$32.9M +$1.31M +13,321 +4%
VFPW
243
Vantage Financial Partners (Wisconsin)
Wisconsin
$32.7M -$9.67M -98,178 -23%
FBB
244
Fulton Breakefield Broenniman
Maryland
$32.6M -$3.83M -38,925 -10%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$32.4M -$1.89M -19,161 -5%
SWM
246
Spire Wealth Management
Virginia
$32.3M -$581K -5,902 -2%
SC
247
Syon Capital
California
$32M +$7.68M +77,982 +31%
FHA
248
Flagship Harbor Advisors
Massachusetts
$31.9M +$3.36M +34,081 +12%
KOC
249
Koss-Olinger Consulting
Florida
$31.7M +$3.11M +31,595 +11%
NIM
250
NEOS Investment Management
Connecticut
$31.6M +$12.5M +126,935 +64%
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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.