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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
MFG
1901
Menard Financial Group
Texas
$6.3K +$6.4K +65 New
TAM
1902
Townsend Asset Management
North Carolina
$6.11K – – –
GWSA
1903
Global Wealth Strategies & Associates
Colorado
$5.82K +$394 +4 +7%
OIA
1904
Optimum Investment Advisors
Illinois
$5.81K – – –
VCM
1905
Versant Capital Management
Arizona
$5.72K – – –
HFM
1906
Hartford Financial Management
Connecticut
$5.23K +$5.32K +54 New
VNA
1907
Valley National Advisers
Pennsylvania
$5K – – –
NEAM
1908
New England Asset Management
Connecticut
$4.84K – – –
PA
1909
Pineridge Advisors
Missouri
$4.63K -$10.9K -111 -70%
BBHC
1910
Brown Brothers Harriman & Co
New York
$4.46K -$5.81K -59 -56%
CMP
1911
Coston McIsaac & Partners
Maine
$4K – – –
EWM
1912
EPG Wealth Management
Georgia
$3.68K – – –
FC
1913
Fairscale Capital
New Hampshire
$3.1K +$3.15K +32 New
DPW
1914
DiNuzzo Private Wealth
Pennsylvania
$3K – – –
SFA
1915
Semmax Financial Advisors
North Carolina
$2.95K – – –
BWAM
1916
Boyd Watterson Asset Management
Ohio
$2.91K – – –
AFM
1917
Aspetuck Financial Management
Connecticut
$2.91K +$2.96K +30 New
NWMP
1918
Noble Wealth Management PBC
Colorado
$2.91K +$2.96K +30 New
SC
1919
Solstein Capital
California
$2.81K – – –
CFS
1920
Compass Financial Services
Iowa
$2.71K +$2.76K +28 New
FRA
1921
Front Row Advisors
California
$2.62K – – –
NA
1922
Nordwand Advisors
Pennsylvania
$2.62K – – –
DJSG
1923
D.J. St. Germain
Massachusetts
$2.42K -$25.1K -255 -91%
JFG
1924
JDM Financial Group
Texas
$2.42K +$2.46K +25 New
GWS
1925
Glassman Wealth Services
Virginia
$2.23K – – –
75 76
77
78 79

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.