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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
CC
1651
Commons Capital
Massachusetts
$248K +$252K +2,559 New
ARG
1652
Advisory Resource Group
Oklahoma
$248K -$8.37K -85 -3%
CAC
1653
Certified Advisory Corp
Florida
$248K -$2.36K -24 -0.9%
FSA
1654
Fort Sheridan Advisors
Illinois
$247K +$17.8K +181 +8%
CC
1655
Cadinha & Co
Hawaii
$247K -$3.25K -33 -1%
KWM
1656
Keebeck Wealth Management
Illinois
$247K +$251K +2,550 New
WLIM
1657
White Lighthouse Investment Management
Massachusetts
$247K -$65.4K -664 -21%
CAM
1658
Concorde Asset Management
Michigan
$247K +$18.3K +186 +8%
BBA
1659
Braun-Bostich & Associates
Pennsylvania
$245K +$10.7K +109 +4%
KCM
1660
Kanawha Capital Management
Virginia
$245K -$17.7K -180 -7%
PL
1661
Plancorp LLC
Missouri
$245K +$249K +2,528 New
KV
1662
Kickstand Ventures
New York
$244K -$197 -2 -0.1%
CPW
1663
Catalyst Private Wealth
California
$243K – – –
SPW
1664
Surience Private Wealth
Washington
$243K – – –
CIA
1665
Cascade Investment Advisors
Oregon
$242K +$246K +2,500 New
LODC
1666
Lanham O'Dell & Company
West Virginia
$242K +$246K +2,500 New
TC
1667
Tenret Company
Florida
$242K +$246K +2,495 New
VPWA
1668
Vestia Personal Wealth Advisors
Indiana
$242K +$11.9K +121 +5%
CFA
1669
CWS Financial Advisors
Michigan
$242K +$394 +4 +0.2%
LA
1670
LPF Advisors
Florida
$241K -$13.7K -139 -5%
ME
1671
McIlrath & Eck
Washington
$240K – – –
LWA
1672
Lantern Wealth Advisors
New York
$239K +$2.76K +28 +1%
WA
1673
WealthTrust Axiom
Pennsylvania
$239K – – –
DFG
1674
Dynamic Financial Group
Iowa
$239K +$243K +2,464 New
BMWS
1675
Brady Martz Wealth Solutions
North Dakota
$238K +$244K +2,480 New
65 66
67
68 69

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.