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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$975M +$95.1M +965,323 +11%
LPL Financial
27
LPL Financial
California
$898M +$131M +1,328,631 +17%
AAS
28
Avantax Advisory Services
Texas
$871M +$25.9M +263,431 +3%
TIAA Trust, National Association
29
TIAA Trust, National Association
North Carolina
$861M +$21.4M +216,826 +3%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$855M +$63.6M +645,855 +8%
UBS Group
31
UBS Group
Switzerland
$842M +$71.2M +722,981 +9%
Mariner
32
Mariner
Kansas
$772M +$69.9M +709,593 +10%
Prudential Financial
33
Prudential Financial
New Jersey
$732M +$85.8M +871,207 +13%
Truist Financial
34
Truist Financial
North Carolina
$689M +$19.3M +196,417 +3%
Stifel Financial
35
Stifel Financial
Missouri
$607M -$14.9M -151,483 -2%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$584M +$80.7M +819,578 +16%
Cerity Partners
37
Cerity Partners
New York
$567M +$96.5M +979,334 +20%
FMI
38
Factory Mutual Insurance
Massachusetts
$562M -$93.8M -952,019 -14%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$533M +$41.7M +423,088 +8%
Members Trust
40
Members Trust
Florida
$510M -$19M -193,148 -4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$504M +$14M +141,696 +3%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$468M -$58.9M -597,687 -11%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$457M +$39.5M +400,800 +9%
BL
44
Balentine LLC
Georgia
$442M -$1.45M -14,766 -0.3%
CI
45
Constellation Investments
Ohio
$431M +$438M +4,448,919 New
DADC
46
D.A. Davidson & Co
Montana
$410M +$16.9M +171,282 +4%
Citigroup
47
Citigroup
New York
$350M -$66.4M -674,465 -16%
VIA
48
Vantagepoint Investment Advisers
District of Columbia
$315M +$78.8M +800,000 +33%
SAG
49
SageView Advisory Group
California
$305M +$36.4M +369,596 +13%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$298M -$5.84M -59,268 -2%
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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.