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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
WC
2001
Wexford Capital
Florida
– -$298K -2,942 Closed
WCFA
2002
Walkner Condon Financial Advisors
Wisconsin
– -$290K -2,861 Closed
RAS
2003
RPS Advisory Solutions
Kentucky
– -$271K -2,672 Closed
SMG
2004
Smart Money Group
Texas
– -$257K -2,612 Closed
AFS
2005
AFG Fiduciary Services
Massachusetts
– -$259K -2,598 Closed
LMKC
2006
L.M. Kohn & Company
Ohio
– -$263K -2,597 Closed
WF
2007
WoodTrust Financial
Wisconsin
– -$262K -2,586 Closed
JF
2008
Jump Financial
Illinois
– -$258K -2,550 Closed
RFP
2009
Root Financial Partners
California
– -$257K -2,541 Closed
FA
2010
Fiduciary Alliance
South Carolina
– -$253K -2,496 Closed
PIM
2011
Penobscot Investment Management
Massachusetts
– -$250K -2,470 Closed
TPWA
2012
TRUE Private Wealth Advisors
Oregon
– -$245K -2,423 Closed
NWM
2013
Northwest Wealth Management
Iowa
– -$233K -2,303 Closed
WI
2014
Wedgewood Investors
Pennsylvania
– -$230K -2,267 Closed
ABC
2015
Associated Banc-Corp
Wisconsin
– -$228K -2,256 Closed
FWP
2016
Falcon Wealth Planning
California
– -$222K -2,193 Closed
TWM
2017
Tanglewood Wealth Management
Texas
– -$214K -2,114 Closed
GIA
2018
Guyasuta Investment Advisors
Pennsylvania
– -$214K -2,109 Closed
IFWM
2019
Institute for Wealth Management
Colorado
– -$212K -2,095 Closed
CFA
2020
Cahill Financial Advisors
Minnesota
– -$212K -2,089 Closed
AWG
2021
Altus Wealth Group
Colorado
– -$211K -2,088 Closed
YWM
2022
Yoder Wealth Management
California
– -$208K -2,052 Closed
EWM
2023
Evercore Wealth Management
New York
– -$207K -2,045 Closed
PHIC
2024
Pine Haven Investment Counsel
Massachusetts
– -$207K -2,040 Closed
RWI
2025
Red Wave Investments
Pennsylvania
– -$203K -2,008 Closed
79 80
81
82 83

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.