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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,913 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 288 funds opening new positions, 881 increasing their positions, 573 reducing their positions, and 117 closing their positions.

Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% of All Funds
25.48%
Holding in Top 10
358
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.13%
% of All Funds
4.77%
New
288
Increased
881
Reduced
573
Closed
117
Calls
$11.8M
Puts
$19.2M
Net Calls
-$7.48M
Net Calls Change
+$36.6M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$7.55B
2
JHU
2
Johns Hopkins University
Maryland
$1.37B
3
Ameriprise
3
Ameriprise
Minnesota
$1.85B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$12.5B
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.16B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.8B
3
USAA
3
United Services Automobile Association
Texas
$286M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$0
5
US Bancorp
5
US Bancorp
Minnesota
$3.3B
Name Market Value Shares Shares
Change 		Shares
Change %
TPCW
226
TD Private Client Wealth
New York
$36.7M 378,602 +123,239 +48%
RSWM
227
Robertson Stephens Wealth Management
California
$36.2M 374,094 +92,851 +33%
TCM
228
Towercrest Capital Management
Pennsylvania
$36.1M 372,192 +28,750 +8%
LMIM
229
Lockheed Martin Investment Management
Maryland
$35.8M 369,925 +304,925 +469%
MG
230
Mather Group
Illinois
$35.5M 366,808 +143,505 +64%
AWM
231
Abound Wealth Management
Tennessee
$35.4M 365,499 +25,670 +8%
CM
232
Cornerstone Management
Georgia
$35.3M 364,801 +34,144 +10%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$34.6M 356,965 +260,245 +269%
FPCP
234
Fort Point Capital Partners
California
$34.3M 354,025 +33,766 +11%
TWM
235
Tanager Wealth Management
United Kingdom
$33.5M 346,208 +178,347 +106%
SIM
236
Strategic Investment Management
Virginia
$33.4M 344,400 +344,400 New
CAM
237
Cresset Asset Management
Illinois
$33.4M 344,351 +163,190 +90%
PP
238
Passaic Partners
New Jersey
$33.2M 342,634 +49,229 +17%
BSSFA
239
Baron Silver Stevens Financial Advisors
Florida
$33.1M 341,795 +14,374 +4%
BDF
240
Black Diamond Financial
Maryland
$33M 340,356 +116,005 +52%
AAP
241
Arax Advisory Partners
Colorado
$32.9M 340,028 +13,321 +4%
VFPW
242
Vantage Financial Partners (Wisconsin)
Wisconsin
$32.7M 337,830 -98,178 -23%
FBB
243
Fulton Breakefield Broenniman
Maryland
$32.6M 336,539 -38,925 -10%
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$32.4M 334,026 -19,161 -5%
SWM
245
Spire Wealth Management
Virginia
$32.3M 333,654 -5,902 -2%
SC
246
Syon Capital
California
$32M 330,521 +77,982 +31%
FHA
247
Flagship Harbor Advisors
Massachusetts
$31.9M 328,774 +34,081 +12%
KOC
248
Koss-Olinger Consulting
Florida
$31.7M 327,225 +31,595 +11%
NIM
249
NEOS Investment Management
Connecticut
$31.6M 325,734 +126,935 +64%
CA
250
Clearstead Advisors
Ohio
$31.5M 324,667 +186,407 +135%
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