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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% of All Funds
25.47%
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
JHU
1
Johns Hopkins University
Maryland
$1.37B
2
Ameriprise
2
Ameriprise
Minnesota
$1.85B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$12.5B
4
APSPRSPT
4
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B
5
Morgan Stanley
5
Morgan Stanley
New York
$3.16B

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 Holding Trade Value Shares
Change 		Shares
Change %
PFA
326
Pure Financial Advisors
California
$21.7M +$6.06M +62,516 +39%
BOH
327
Bank of Hawaii
Hawaii
$21.7M +$460K +4,751 +2%
CC
328
Cultivar Capital
Texas
$21.5M +$475K +4,906 +2%
LFS
329
Lutz Financial Services
Nebraska
$21.5M +$1.1M +11,349 +5%
OBWG
330
Onyx Bridge Wealth Group
New York
$21.4M +$1.2M +12,404 +6%
SS
331
SBI Securities
Japan
$21.4M +$21.4M +220,347 New
VAS
332
Vestmark Advisory Solutions
Massachusetts
$21.2M +$3.27M +33,719 +18%
AFG
333
Atomi Financial Group
New York
$21.1M +$1.99M +20,554 +10%
ACP
334
Aveo Capital Partners
Colorado
$21M +$181K +1,869 +0.9%
AWM
335
Ameliora Wealth Management
Switzerland
$20.9M +$67.1K +692 +0.3%
BC
336
Bowman & Company
Wisconsin
$20.6M +$288K +2,969 +1%
FFA
337
Farther Finance Advisors
California
$20.6M +$12.8M +132,597 +166%
MSFS
338
Main Street Financial Solutions
Pennsylvania
$20.3M +$1.02M +10,549 +5%
SC
339
Scotia Capital
Ontario, Canada
$20.2M -$6.25M -64,487 -24%
CL
340
Choreo LLC
Illinois
$20.2M +$4.57M +47,110 +29%
WI
341
WrapManager Inc
California
$20.1M +$797K +8,222 +4%
VA
342
Valmark Advisers
Ohio
$20M -$150K -1,549 -0.7%
OMC
343
Old Mission Capital
Illinois
$19.9M +$19.9M +205,739 New
MWM
344
Modera Wealth Management
New Jersey
$19.6M -$30.5K -315 -0.2%
AG
345
Ascent Group
Virginia
$19.5M +$166K +1,717 +0.9%
HI
346
Hudock Inc
Pennsylvania
$19.4M -$416K -4,288 -2%
CAMG
347
CWA Asset Management Group
Florida
$19.4M +$1.13M +11,645 +6%
PFP
348
Pinnacle Financial Partners
Tennessee
$19.2M +$446K +4,589 +2%
CBT
349
Central Bank & Trust
Kentucky
$19M -$2.42M -24,936 -11%
SCM
350
SCS Capital Management
Massachusetts
$18.9M +$15.7M +161,834 +482%
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