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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 %
SPC
376
Sigma Planning Corp
Michigan
$17.2M -$833K -8,593 -5%
Citadel Advisors
377
Citadel Advisors
Florida
$17.1M -$47.4M -489,582 -73%
DT
378
Diversified Trust
Tennessee
$16.9M -$3.75M -38,697 -18%
Renaissance Technologies
379
Renaissance Technologies
New York
$16.9M +$16.9M +174,100 New
SCI
380
Silver Coast Investments
United States
$16.8M +$130K +1,340 +0.8%
ACM
381
Agincourt Capital Management
Virginia
$16.5M +$620K +6,400 +4%
IWM
382
IHT Wealth Management
Illinois
$16.4M -$652K -6,730 -4%
PWP
383
PrairieView Wealth Partners
Illinois
$16.3M +$250K +2,575 +2%
AFP
384
Alpha Financial Partners
Kentucky
$16.2M +$16.2M +167,591 New
NW
385
NewEdge Wealth
Pennsylvania
$16.2M +$5.51M +56,836 +51%
WT
386
Washington Trust
Rhode Island
$16.2M -$10.4K -107 -0.1%
SFA
387
Sequoia Financial Advisors
Ohio
$16.1M -$1.36M -13,992 -8%
OHWP
388
Oak Harbor Wealth Partners
North Carolina
$16.1M +$2.76M +28,525 +21%
IAA
389
Independent Advisor Alliance
North Carolina
$16M +$16M +165,253 New
FTA
390
Financial & Tax Architects
Missouri
$15.9M +$434K +4,479 +3%
SAW
391
Signal Advisors Wealth
Michigan
$15.7M +$6.87M +70,914 +78%
PFS
392
Prospera Financial Services
Texas
$15.6M -$638K -6,586 -4%
PFT
393
Providence First Trust
Arizona
$15.6M +$2.23M +22,989 +17%
IWC
394
Integrated Wealth Concepts
Massachusetts
$15.6M +$4.98M +51,426 +47%
OFG
395
Omega Financial Group
California
$15.5M +$2.45M +25,322 +19%
TCBWMS
396
Texas Capital Bank Wealth Management Services
Texas
$15.5M -$487K -5,025 -3%
WC
397
Waterloo Capital
Texas
$15.4M -$3.5M -36,082 -18%
Schroder Investment Management Group
398
Schroder Investment Management Group
United Kingdom
$15.4M -$445K -4,583 -3%
WB
399
Webster Bank
Connecticut
$15.4M +$1.9M +19,657 +14%
TIA
400
Tiemann Investment Advisors
California
$15.2M +$340K +3,504 +2%
14 15
16
17 18