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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
IAIM
926
International Assets Investment Management
Florida
$2.21M -$235M -2,390,762 -99%
CI
927
CX Institutional
Indiana
$2.2M +$397K +4,033 +22%
5W
928
5T Wealth
California
$2.2M +$2.24M +22,711 New
EIA
929
Edgemoor Investment Advisors
Maryland
$2.19M +$1.06M +10,802 +92%
TWP
930
Triad Wealth Partners
Kansas
$2.17M +$2.2M +22,367 New
NAM
931
NTV Asset Management
West Virginia
$2.17M -$14.4K -146 -0.6%
RPCA
932
Running Point Capital Advisors
California
$2.15M +$400K +4,064 +22%
P
933
Pitcairn
Pennsylvania
$2.13M +$598K +6,070 +38%
Wolverine Trading
934
Wolverine Trading
Illinois
$2.13M +$2.16M +21,977 New
CCG
935
Cypress Capital Group
Florida
$2.13M +$597K +6,065 +38%
EWA
936
ERTS Wealth Advisors
Michigan
$2.12M -$248K -2,518 -10%
OFS
937
Orrstown Financial Services
Pennsylvania
$2.12M +$278K +2,822 +15%
EF
938
Envision Financial
Wisconsin
$2.11M +$2.15M +21,817 New
MAWA
939
Moss Adams Wealth Advisors
Washington
$2.11M -$169K -1,712 -7%
AWP
940
Ascent Wealth Partners
New York
$2.06M +$159K +1,612 +8%
JWM
941
JGP Wealth Management
Oregon
$2.06M +$828K +8,407 +65%
RWS
942
Retirement Wealth Solutions
Wisconsin
$2.06M +$2.12M +21,475 New
BFIC
943
Bedell Frazier Investment Counselling
California
$2.06M +$49K +497 +2%
CWP
944
Cyndeo Wealth Partners
Florida
$2.06M -$180K -1,832 -8%
SWM
945
Stockman Wealth Management
Montana
$2.05M +$55.2K +560 +3%
BBWP
946
Beacon Bridge Wealth Partners
Pennsylvania
$2.04M -$844K -8,570 -29%
CAM
947
Chandler Asset Management
California
$2.03M – – –
WMA
948
West Michigan Advisors
Michigan
$2.02M -$23.8K -242 -1%
AI
949
Auour Investments
Massachusetts
$2.02M +$38.9K +395 +2%
BW
950
Blalock Williams
Alabama
$2.01M +$2.04M +20,729 New
36 37
38
39 40

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.