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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
GC
1151
GatePass Capital
Ohio
$994K +$1.01M +10,254 New
CIBC Asset Management
1152
CIBC Asset Management
Ontario, Canada
$989K -$2.66K -27 -0.3%
DI
1153
Disciplined Investments
Oklahoma
$987K +$1M +10,190 New
PGFC
1154
Peapack-Gladstone Financial Corp
New Jersey
$986K -$292K -2,964 -23%
MSK
1155
Melissa S. Kampmann
$982K +$17.7K +180 +2%
AAA
1156
AG Asset Advisory
California
$980K +$996K +10,114 New
SPF
1157
South Plains Financial
Texas
$980K +$996K +10,109 New
PFG
1158
Pacific Financial Group
Washington
$978K +$35.5K +360 +4%
FC
1159
Financial Consulate
Maryland
$976K – – –
VCM
1160
Virtue Capital Management
Tennessee
$974K -$28K -284 -3%
TWM
1161
Tolleson Wealth Management
Texas
$973K +$1.18K +12 +0.1%
PFM
1162
Potomac Fund Management
Florida
$972K +$988K +10,031 New
BPWM
1163
Badgley Phelps Wealth Managers
Washington
$971K -$57.5K -584 -6%
BCM
1164
Bowie Capital Management
Texas
$969K – – –
BJL
1165
Brighton Jones LLC
Washington
$967K +$692K +7,030 +238%
DQRIM
1166
Dale Q Rice Investment Management
Washington
$964K +$980K +9,947 New
AFG
1167
ABLE Financial Group
Arizona
$962K -$8.8M -89,332 -90%
SC
1168
Sepio Capital
Utah
$957K -$20.4K -207 -2%
BCM
1169
Brasada Capital Management
Texas
$954K -$217K -2,207 -18%
MWM
1170
MorganRosel Wealth Management
Colorado
$948K +$13.5K +137 +1%
HWM
1171
HRC Wealth Management
Idaho
$948K +$6.21K +63 +0.6%
AM
1172
AGF Management
Ontario, Canada
$945K +$714K +7,250 +290%
EA
1173
Evergreen Advisors
Tennessee
$944K -$371K -3,765 -28%
CB
1174
Centennial Bank
Arkansas
$943K -$132K -1,341 -12%
SP
1175
Sequent Planning
Nebraska
$942K +$103K +1,050 +12%
45 46
47
48 49

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.