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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
ARC
1426
Advisor Resource Council
Texas
$448K +$104K +1,052 +29%
ALA
1427
Atlas Legacy Advisors
California
$447K +$454K +4,614 New
PWM
1428
PMG Wealth Management
Illinois
$443K +$451K +4,575 New
GAB
1429
German American Bancorp
Indiana
$440K – – –
AI
1430
Arvest Investments
Arkansas
$439K +$436K +4,425 +4,381%
VVP
1431
Venture Visionary Partners
Ohio
$437K +$11K +112 +3%
BCMLT
1432
Beacon Capital Management LLC (Tennessee)
Tennessee
$435K -$85.2K -865 -16%
ITC
1433
Inspire Trust Company
Nevada
$435K +$442K +4,486 New
CFGW
1434
Chancellor Financial Group WB
Pennsylvania
$434K +$441K +4,481 New
CC
1435
Courier Capital
New York
$433K +$440K +4,469 New
MHR
1436
Matthew Hamilton Rosenberg
$432K +$57.1K +580 +15%
HWA
1437
HHM Wealth Advisors
Tennessee
$431K -$111K -1,122 -20%
CWS
1438
Cypress Wealth Services
California
$430K -$233K -2,366 -35%
BWM
1439
Bulltick Wealth Management
Florida
$428K – – –
TF
1440
Tompkins Financial
New York
$427K – – –
CG
1441
CFO4Life Group
Texas
$426K -$77.6K -788 -15%
GWM
1442
Gitterman Wealth Management
New Jersey
$423K +$430K +4,368 New
WF
1443
WinCap Financial
Massachusetts
$423K +$430K +4,366 New
BWM
1444
Brown Wealth Management
Illinois
$423K +$886 +9 +0.2%
PSA
1445
Plum Street Advisors
Louisiana
$423K -$46.6K -473 -10%
HWM
1446
Hemington Wealth Management
Virginia
$422K +$30.7K +312 +8%
TFM
1447
TFC Financial Management
Massachusetts
$422K +$428K +4,350 New
ACM
1448
Advance Capital Management
Michigan
$420K +$50.9K +517 +14%
BRM
1449
Boston Research & Management
Massachusetts
$419K +$985 +10 +0.2%
CF
1450
Convergence Financial
Missouri
$418K +$425K +4,312 New
56 57
58
59 60

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.