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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
CL
1976
COWA LLC
Oklahoma
– -$802K -7,920 Closed
HFS
1977
Howard Financial Services
Texas
– -$715K -7,057 Closed
CNC
1978
Citizens & Northern Corp
Pennsylvania
– -$705K -6,958 Closed
SFCL
1979
Strengthening Families & Communities LLC
Massachusetts
– -$692K -6,834 Closed
GL
1980
Gerber LLC
Ohio
– -$684K -6,750 Closed
Vanguard Group
1981
Vanguard Group
Pennsylvania
– -$665K -6,564 Closed
RDWM
1982
Red Door Wealth Management
Tennessee
– -$624K -6,162 Closed
Pictet Asset Management
1983
Pictet Asset Management
Switzerland
– -$620K -6,120 Closed
WP
1984
WealthPLAN Partners
Nebraska
– -$534K -5,270 Closed
WWM
1985
Waterway Wealth Management
Texas
– -$525K -5,186 Closed
LWM
1986
LJI Wealth Management
Indiana
– -$510K -5,035 Closed
Verition Fund Management
1987
Verition Fund Management
Connecticut
– -$506K -5,000 Closed
Simplex Trading
1988
Simplex Trading
Illinois
– -$476K -4,707 Closed
MI
1989
Motiv8 Investments
Florida
– -$457K -4,508 Closed
HWM
1990
Hassell Wealth Management
Louisiana
– -$426K -4,331 Closed
SA
1991
Strategic Advocates
Utah
– -$436K -4,308 Closed
RWA
1992
River Wealth Advisors
Pennsylvania
– -$415K -4,102 Closed
AWA
1993
Adapt Wealth Advisors
Georgia
– -$383K -3,779 Closed
MGW
1994
MB Generational Wealth
Washington
– -$360K -3,556 Closed
KDA
1995
Kraft Davis & Associates
Missouri
– -$348K -3,539 Closed
B
1996
Bailard
California
– -$350K -3,458 Closed
ZCI
1997
Zevenbergen Capital Investments
Washington
– -$316K -3,120 Closed
CPA
1998
Clear Point Advisors
New York
– -$302K -2,987 Closed
HBS
1999
Howard Bailey Securities
Indiana
– -$302K -2,979 Closed
PIN
2000
Prudent Investors Network
California
– -$301K -2,971 Closed
78 79
80
81 82

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.