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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 %
Principal Financial Group
401
Principal Financial Group
Iowa
$15.2M +$858K +8,857 +6%
SCTC
402
Sanibel Captiva Trust Company
Florida
$15.1M +$1.1M +11,311 +8%
CWM
403
Chesapeake Wealth Management
Virginia
$15.1M +$947K +9,775 +7%
LBC
404
Lowe Brockenbrough & Co
Virginia
$15M -$478K -4,934 -3%
SCP
405
Silverleafe Capital Partners
Tennessee
$15M +$3.81M +39,307 +34%
OAM
406
Oppenheimer Asset Management
New York
$14.7M +$1.68M +17,359 +13%
CM
407
Cercano Management
Washington
$14.7M +$14.7M +151,570 New
NAM
408
NorthCrest Asset Manangement
Minnesota
$14.7M +$828K +8,547 +6%
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
$14.6M +$5.91M +60,945 +68%
JAA
410
Joel Adams & Associates
North Carolina
$14.6M +$14.6M +150,439 New
AWM
411
Atticus Wealth Management
Florida
$14.5M +$14.5M +150,153 New
SA
412
Sunesis Advisors
Kansas
$14.5M +$950K +9,800 +7%
FA
413
Fiducient Advisors
Illinois
$14.3M +$392K +4,046 +3%
JJBC
414
James J. Burns & Company
New York
$14.2M -$1.44M -14,851 -9%
MBT
415
Montecito Bank & Trust
California
$14.2M -$1.74K -18 -0%
BCP
416
Blue Chip Partners
Michigan
$14.2M +$8.04M +82,991 +131%
EP
417
Essential Planning
New Hampshire
$14.1M +$13.9M +141,304 +6,354%
SCA
418
Sandy Cove Advisors
Massachusetts
$14.1M +$340K +3,513 +2%
CCA
419
Clearwater Capital Advisors
Illinois
$14.1M +$513K +5,298 +4%
VAMG
420
Voisard Asset Management Group
Michigan
$14M -$20.5M -211,987 -59%
I2I
421
Insight 2811 Inc
Illinois
$14M +$1.75M +18,091 +14%
IFA
422
Interactive Financial Advisors
Illinois
$13.9M +$101K +1,046 +0.7%
SFC
423
SYM Financial Corp
Indiana
$13.9M -$32.7K -337 -0.2%
AIA
424
Ally Invest Advisors
North Carolina
$13.8M +$2.61M +26,898 +23%
PCA
425
Peddock Capital Advisors
Massachusetts
$13.6M -$2.02M -20,880 -13%
15 16
17
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