AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,914 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, 882 increasing their positions, 573 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,914
Holders Change
+132
Holders Change %
+7.41%
% 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
882
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
+$797M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$723M
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
+$506M
5
Morgan Stanley
Morgan Stanley
New York
+$431M

Top Sellers

1
BlackRock
BlackRock
New York
-$788M
2
Goldman Sachs
Goldman Sachs
New York
-$752M
3
USAA
United Services Automobile Association
Texas
-$598M
4
SOMRS
State of Michigan Retirement System
Michigan
-$419M
5
US Bancorp
US Bancorp
Minnesota
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
501
Motive Wealth Advisors
Michigan
$10.3M +$1.42M +14,669 +16%
HCC
502
Hirtle Callaghan & Co
Pennsylvania
$10.2M -$17.3M – –
ANC
503
Ames National Corp
Iowa
$10.2M +$10.2M +105,103 New
MSWM
504
McGlone Suttner Wealth Management
Wisconsin
$10.2M +$2.95M +30,478 +41%
HIA
505
HTG Investment Advisors
Connecticut
$10.2M +$537K +5,538 +6%
SG Americas Securities
506
SG Americas Securities
New York
$10.1M +$9.79M +101,014 +3,104%
LL
507
LPWM LLC
Minnesota
$10M -$7M -72,237 -41%
COFSG
508
Carbahal Olsen Financial Services Group
California
$10M +$10M +103,304 New
TAM
509
TCP Asset Management
Ohio
$9.98M +$289K +2,978 +3%
FWP
510
Forefront Wealth Partners
Texas
$9.93M +$9.93M +102,470 New
APP
511
Avantax Planning Partners
Iowa
$9.92M -$598K -6,167 -6%
FWM
512
Foguth Wealth Management
Michigan
$9.89M +$2.48M +25,525 +33%
BBW
513
Blue Barn Wealth
Utah
$9.84M +$963K +9,940 +11%
SFS
514
Sharp Financial Services
Pennsylvania
$9.83M +$990K +10,218 +11%
AA
515
Addison Advisors
Vermont
$9.79M +$527K +5,441 +6%
SWG
516
Summit Wealth Group
Vermont
$9.7M -$267K -2,756 -3%
Daiwa Securities Group
517
Daiwa Securities Group
Japan
$9.68M -$861K -8,890 -8%
WA
518
Westfuller Advisors
New York
$9.66M +$1.07M +11,044 +12%
FA
519
FDx Advisors
Illinois
$9.65M -$178K -1,842 -2%
RC
520
Roundview Capital
New Jersey
$9.57M +$384K +3,959 +4%
ES
521
Eagle Strategies
New York
$9.56M +$152K +1,568 +2%
AFS
522
Amtrust Financial Services
New York
$9.55M – – –
CG
523
Cynosure Group
Utah
$9.53M -$427K -4,408 -4%
DC
524
Destiny Capital
Colorado
$9.52M +$104K +1,075 +1%
WFAG
525
Wescott Financial Advisory Group
Pennsylvania
$9.36M +$2.91M +30,046 +45%
19 20
21
22 23