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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
GCA
1701
Gallagher Capital Advisors
Texas
$220K +$223K +2,269 New
CFG
1702
Cooper Financial Group
California
$219K +$2.36K +24 +1%
1WM
1703
1900 Wealth Management
Texas
$218K -$31.4K -319 -12%
MSA
1704
Marino Stram & Associates
Massachusetts
$216K +$220K +2,229 New
RMAM
1705
Raab & Moskowitz Asset Management
New Jersey
$216K +$219K +2,228 New
NG
1706
Novem Group
New York
$215K +$219K +2,222 New
EFG
1707
Ehrlich Financial Group
California
$215K +$219K +2,221 New
PWP
1708
Pursue Wealth Partners
California
$215K +$23.4K +238 +12%
DWM
1709
Dopkins Wealth Management
New York
$215K – – –
3AM
1710
3EDGE Asset Management
Florida
$214K – – –
HA
1711
Herold Advisors
New York
$214K +$2.76K +28 +1%
AP
1712
Adero Partners
California
$213K -$38.3K -389 -15%
BCA
1713
Bray Capital Advisors
Florida
$213K – – –
PPW
1714
Parcion Private Wealth
Washington
$212K -$98 -1 -0%
TMWM
1715
Taylor & Morgan Wealth Management
Michigan
$211K +$2.46K +25 +1%
DAM
1716
Delta Asset Management
Tennessee
$211K -$83.7K -850 -28%
FDCDDQ
1717
Federation des caisses Desjardins du Quebec
Quebec, Canada
$211K -$2.07K -21 -1%
TCWM
1718
Total Clarity Wealth Management
Illinois
$211K -$6.6K -67 -3%
CCA
1719
Cadent Capital Advisors
Oklahoma
$210K +$12.1K +123 +6%
TCM
1720
Tassel Capital Management
North Carolina
$210K +$214K +2,171 New
Wealthfront Advisers
1721
Wealthfront Advisers
California
$210K -$17.6K -179 -8%
ACM
1722
Absolute Capital Management
Pennsylvania
$210K -$386K -3,917 -64%
DWP
1723
Destiny Wealth Partners
Florida
$205K – – –
MTIC
1724
Missouri Trust & Investment Company
Missouri
$205K +$13.8K +140 +7%
AWM
1725
Accredited Wealth Management
Kentucky
$204K +$207K +2,105 New
67 68
69
70 71

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.