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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.

Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% of All Funds
25.48%
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
Raymond James Financial
1
Raymond James Financial
Florida
$7.55B
2
JHU
2
Johns Hopkins University
Maryland
$1.37B
3
Ameriprise
3
Ameriprise
Minnesota
$1.85B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$12.5B
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B

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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$975M 10,057,777 +965,323 +11%
LPL Financial
27
LPL Financial
California
$898M 9,271,415 +1,328,631 +17%
AAS
28
Avantax Advisory Services
Texas
$871M 8,993,758 +263,431 +3%
TIAA Trust, National Association
29
TIAA Trust, National Association
North Carolina
$861M 8,881,649 +216,826 +3%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$855M 8,820,344 +645,855 +8%
UBS Group
31
UBS Group
Switzerland
$842M 8,687,944 +722,981 +9%
Mariner
32
Mariner
Kansas
$772M 7,968,950 +709,593 +10%
Prudential Financial
33
Prudential Financial
New Jersey
$732M 7,553,615 +871,207 +13%
Truist Financial
34
Truist Financial
North Carolina
$689M 7,108,515 +196,417 +3%
Stifel Financial
35
Stifel Financial
Missouri
$607M 6,269,229 -151,483 -2%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$584M 6,027,285 +819,578 +16%
Cerity Partners
37
Cerity Partners
New York
$567M 5,847,781 +979,334 +20%
FMI
38
Factory Mutual Insurance
Massachusetts
$562M 5,798,857 -952,019 -14%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$533M 5,502,806 +423,088 +8%
Members Trust
40
Members Trust
Florida
$510M 5,267,444 -193,148 -4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$504M 5,202,308 +141,696 +3%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$468M 4,833,421 -597,687 -11%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$457M 4,713,300 +400,800 +9%
BL
44
Balentine LLC
Georgia
$442M 4,566,220 -14,766 -0.3%
CI
45
Constellation Investments
Ohio
$431M 4,448,919 +4,448,919 New
DADC
46
D.A. Davidson & Co
Montana
$410M 4,231,376 +171,282 +4%
Citigroup
47
Citigroup
New York
$350M 3,616,308 -674,465 -16%
VIA
48
Vantagepoint Investment Advisers
District of Columbia
$315M 3,249,918 +800,000 +33%
SAG
49
SageView Advisory Group
California
$305M 3,143,993 +369,596 +13%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$298M 3,076,340 -59,268 -2%
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