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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 %
EWA
451
Exencial Wealth Advisors
Oklahoma
$11.9M -$1.6M -16,472 -12%
DE
452
Diversified Enterprises
Delaware
$11.8M +$729K +7,526 +7%
CWP
453
Corepath Wealth Partners
Arizona
$11.7M +$712K +7,430 +6%
CWM
454
Core Wealth Management
Florida
$11.6M +$11.4M +117,686 +4,980%
BOC
455
Blue Oak Capital
California
$11.6M +$11.6M +119,585 New
FTS
456
Fifth Third Securities
Ohio
$11.5M +$2.35M +24,243 +26%
HNB
457
Huntington National Bank
Ohio
$11.4M -$12.3M – –
HI
458
Harbour Investments
Wisconsin
$11.4M -$1.44M -14,902 -11%
CCA
459
Conservest Capital Advisors
Pennsylvania
$11.3M -$553K -5,712 -5%
LWP
460
LMG Wealth Partners
Louisiana
$11.3M -$73K -753 -0.6%
MCC
461
Money Concepts Capital
Florida
$11.3M +$1.92M +19,777 +20%
PA
462
PFG Advisors
Arizona
$11.2M +$938K +9,678 +9%
CPIG
463
Chicago Partners Investment Group
Illinois
$11.2M +$1.29M +13,374 +13%
TFCP
464
Twin Focus Capital Partners
Massachusetts
$11.2M +$666K +6,870 +6%
SF
465
Synovus Financial
Georgia
$11.2M +$604K +6,229 +6%
ISWM
466
Independent Solutions Wealth Management
New York
$11.1M -$3.23M -33,337 -23%
VHAM
467
Van Hulzen Asset Management
California
$11.1M +$154K +1,591 +1%
RWPA
468
Richard W. Paul & Associates
Michigan
$11.1M +$11.1K +115 +0.1%
SFP
469
Strategic Financial Partners
Oregon
$11M +$661K +6,823 +6%
AIA
470
Accelerate Investment Advisors
California
$11M +$780K +8,052 +8%
RCAG
471
Rehmann Capital Advisory Group
Michigan
$11M -$1.42M -14,687 -11%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$11M +$56.8K +586 +0.5%
RFG
473
RFP Financial Group
Georgia
$11M +$125K +1,287 +1%
SFG
474
Somnio Financial Group
Connecticut
$10.9M +$732K +7,554 +7%
MGIA
475
Moneta Group Investment Advisors
Missouri
$10.9M +$606K +6,255 +6%
17 18
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