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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
Johns Hopkins University
Maryland
$1.37B
2
Ameriprise
Ameriprise
Minnesota
$1.85B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$12.5B
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B
5
Morgan Stanley
Morgan Stanley
New York
$3.16B

Top Sellers

1
BlackRock
BlackRock
New York
$4.16B
2
Goldman Sachs
Goldman Sachs
New York
$1.8B
3
USAA
United Services Automobile Association
Texas
$286M
4
SOMRS
State of Michigan Retirement System
Michigan
$0
5
US Bancorp
US Bancorp
Minnesota
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
351
Verdence Capital Advisors
Maryland
$18.9M +$1.06M +10,890 +6%
TBC
352
Ted Buchan & Co
California
$18.8M +$507K +5,233 +3%
BA
353
Ballast Advisors
Minnesota
$18.8M +$770K +7,948 +4%
SWP
354
Stratos Wealth Partners
Ohio
$18.7M +$1.02M +10,540 +6%
LFAS
355
Level Four Advisory Services
Texas
$18.7M +$645K +6,655 +4%
MAM
356
Madison Asset Management
Wisconsin
$18.6M -$438K -4,524 -2%
MIA
357
Madison Investment Advisors
Wisconsin
$18.6M +$18.6M +192,007 New
FG
358
Fiduciary Group
Georgia
$18.5M +$8.59M +88,689 +87%
SWA
359
Stratos Wealth Advisors
Ohio
$18.4M +$651K +6,718 +4%
CFP
360
Catalyst Financial Partners
Massachusetts
$18.3M +$417K +4,299 +2%
PIMG
361
Patriot Investment Management Group
Tennessee
$18.3M +$1.97M +20,329 +12%
IA
362
Integrity Alliance
Iowa
$18.2M +$18.2M +187,543 New
FIM
363
Freedom Investment Management
Connecticut
$18.2M +$1.41M +14,531 +8%
RW
364
Regimen Wealth
Georgia
$18M +$1.47M +15,185 +9%
CFFNO
365
Common Fund For Nonprofit Organizations
Connecticut
$18M +$1.94M +20,068 +12%
BCWM
366
Bartlett & Co Wealth Management
Ohio
$17.9M -$1.5M -15,476 -8%
SF
367
Summit Financial
New Jersey
$17.9M +$336K +3,468 +2%
CGFA
368
Colton Groome Financial Advisors
North Carolina
$17.9M -$375K -3,868 -2%
Financial Engines Advisors
369
Financial Engines Advisors
California
$17.7M -$353K -3,640 -2%
FAIM
370
Financial Advocates Investment Management
Washington
$17.7M +$1.19M +12,291 +7%
PCM
371
Permanent Capital Management
Illinois
$17.7M +$17.7M +182,376 New
SFS
372
Sowell Financial Services
Arkansas
$17.6M +$5.83M +60,168 +49%
SFSG
373
Sound Financial Strategies Group
Mississippi
$17.6M -$1.2M -12,405 -6%
SCM
374
Sheridan Capital Management
California
$17.5M +$6.11K +63 +0%
BWS
375
Buck Wealth Strategies
Colorado
$17.2M +$6.5M +67,126 +61%
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