We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

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: 1,7911,934 (+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: 358364 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
101
Fisher Asset Management
Washington
$98.8M +$11.6M +118,202 +13%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$98.6M -$6.6M -67,048 -6%
GLLW
103
Graves Light Lenhart Wealth
Virginia
$96.5M +$1.6M +16,242 +2%
Sumitomo Mitsui Trust Group
104
Sumitomo Mitsui Trust Group
Japan
$96.2M
KeyBank National Association
105
KeyBank National Association
Ohio
$96.1M +$8.87M +90,100 +10%
TI
106
Tidal Investments
Wisconsin
$95.6M -$4.53M -45,976 -4%
TC
107
Trust Company
Kansas
$94.6M +$3.09M +31,326 +3%
CAG
108
Crestwood Advisors Group
Massachusetts
$93.8M -$7M -71,080 -7%
CCWA
109
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$93M -$4.58M -46,502 -5%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$92.7M -$22.2M -225,408 -19%
Corient Private Wealth
111
Corient Private Wealth
Florida
$89.8M +$13M +131,611 +16%
RWM
112
Ritholtz Wealth Management
New York
$88.9M +$3.02M +30,710 +3%
BPA
113
Beacon Pointe Advisors
California
$88.1M +$7.94M +80,566 +10%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$85.7M +$256K +2,598 +0.3%
NPT
115
National Philanthropic Trust
Pennsylvania
$85.3M +$19M +193,161 +28%
CA
116
Cambridge Associates
Massachusetts
$85.1M +$9.14M +92,811 +12%
RA
117
Rational Advisors
New York
$84.8M -$1.78M -18,052 -2%
Comerica Bank
118
Comerica Bank
Texas
$83.4M +$19.8M +200,779 +30%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$82.8M -$2.07M -20,968 -2%
EW
120
Evoke Wealth
California
$81.5M -$1.54M -15,620 -2%
BAAM
121
Baker Avenue Asset Management
California
$81M +$3.56M +36,152 +5%
NA
122
NewEdge Advisors
Louisiana
$79.3M -$7.12M -72,293 -8%
CIA
123
Concurrent Investment Advisors
Florida
$78.6M +$46.7M +474,154 +141%
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$78.4M +$7.94M +80,628 +11%
SCM
125
Steele Capital Management
Iowa
$77.4M +$368K +3,740 +0.5%

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.