We are live on ! Find out more
AGG icon

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
ECG
876
EPIQ Capital Group
California
$2.56M +$31.9K +324 +1%
ACM
877
AUA Capital Management
Pennsylvania
$2.56M +$2.17K +22 +0.1%
AWP
878
Axis Wealth Partners
Rhode Island
$2.55M +$2.59M +26,317 New
ANBT
879
American National Bank & Trust
Texas
$2.55M -$210K -2,129 -7%
FFBTD
880
First Financial Bank - Trust Division
Ohio
$2.53M -$1.76M -17,840 -41%
LIM
881
Leavell Investment Management
Alabama
$2.5M -$815K -8,272 -24%
SAF
882
Smith Anglin Financial
Texas
$2.5M +$648K +6,575 +34%
RTC
883
Riverview Trust Company
Washington
$2.5M – – –
JSAM
884
J. Safra Asset Management
New York
$2.47M -$1.04M -10,593 -29%
AAS
885
Asset Allocation Strategies
Michigan
$2.46M +$341K +3,461 +16%
CW
886
Cooksen Wealth
Texas
$2.46M +$185K +1,882 +8%
Retirement Systems of Alabama
887
Retirement Systems of Alabama
Alabama
$2.45M +$115K +1,172 +5%
UAG
888
United Advisor Group
Ohio
$2.45M +$97.3K +988 +4%
PWW
889
Pettyjohn Wood & White
Virginia
$2.44M +$39.9K +405 +2%
AA
890
Alesco Advisors
New York
$2.44M +$98 +1 +0%
AWM
891
Avior Wealth Management
Nebraska
$2.44M +$21.7K +220 +0.9%
GWS
892
Greykasell Wealth Strategies
California
$2.44M +$2.48M +25,188 New
AIFS
893
A&I Financial Services
Colorado
$2.44M +$2.48M +25,135 New
NWWA
894
New Wave Wealth Advisors
Arkansas
$2.43M -$130K -1,320 -5%
OAM
895
Occidental Asset Management
California
$2.43M +$110K +1,120 +5%
CKAIS
896
Christensen King & Associates Investment Services
Washington
$2.43M +$224K +2,274 +10%
PG
897
Patten Group
Tennessee
$2.42M -$769K -7,811 -24%
HZ
898
Hixon Zuercher
Ohio
$2.42M +$2.46M +24,962 New
DWP
899
Daymark Wealth Partners
Ohio
$2.4M +$125K +1,267 +5%
WCM
900
Wealthcare Capital Management
Virginia
$2.39M +$82.6K +839 +4%
34 35
36
37 38

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.