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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
FUBT
1926
First United Bank & Trust
Maryland
$1.94K – – –
WA
1927
WPG Advisers
Maryland
$1.94K +$1.97K +20 New
MHIP
1928
Mountain Hill Investment Partners
New Jersey
$1.73K +$1.77K +18 New
NS
1929
NBC Securities
Alabama
$1.7K -$1.64M -16,621 -100%
HWM
1930
HighMark Wealth Management
Minnesota
$1.66K -$995K -10,107 -100%
TIM
1931
Tortoise Investment Management
New York
$1.44K +$295 +3 +25%
PWMG
1932
Prestige Wealth Management Group
New Jersey
$1.36K – – –
SWM
1933
Sugarloaf Wealth Management
Georgia
$1.17K – – –
NRC
1934
New Republic Capital
North Carolina
$1.16K -$93.5K -949 -99%
GIM
1935
GE Investment Management
Connecticut
$969 – – –
PWA
1936
Principia Wealth Advisory
Texas
$969 +$985 +10 New
RCM
1937
Raleigh Capital Management
North Carolina
$678 – – –
LB
1938
Legacy Bridge
Iowa
$485 – – –
BIG
1939
Brooklyn Investment Group
New York
$485 +$492 +5 New
CWP
1940
Clark Wealth Partners
Illinois
$291 +$295 +3 New
IHWM
1941
Iron Horse Wealth Management
Iowa
$250 – – –
PWM
1942
Parkworth Wealth Management
California
$217 +$197 +2 New
SHF
1943
Safe Harbor Fiduciary
Florida
$97 – – –
HI
1944
Hoey Investments
Pennsylvania
$75 – – –
SOMRS
1945
State of Michigan Retirement System
Michigan
– -$419M -4,135,000 Closed
STA
1946
Summit Trail Advisors
New York
– -$169M -1,673,721 Closed
EEP
1947
Edgehill Endowment Partners
Connecticut
– -$134M -1,325,914 Closed
PCIG
1948
Partners Capital Investment Group
Massachusetts
– -$94.9M -937,113 Closed
TC
1949
Toews Corporation
New Jersey
– -$76.2M -752,700 Closed
BAM
1950
Brave Asset Management
New Jersey
– -$71.9M -709,608 Closed
76 77
78
79 80

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.