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 %
SW
576
SteelPeak Wealth
California
$7.74M +$6.51M +67,190 +530%
DW
577
Durante & Waters
New York
$7.74M +$1.96M +20,208 +34%
FFP
578
Forbes Financial Planning
Rhode Island
$7.7M +$272K +2,808 +4%
GSWM
579
Greenup Street Wealth Management
Michigan
$7.68M -$8.74M -90,176 -53%
GDP
580
Great Diamond Partners
Maine
$7.67M +$74.7K +771 +1%
AWM
581
Avondale Wealth Management
Texas
$7.66M +$531K +5,480 +7%
Luther King Capital Management (LKCM)
582
Luther King Capital Management (LKCM)
Texas
$7.55M -$7.69M – –
HFS
583
Heritage Financial Services
Massachusetts
$7.54M +$715K +7,375 +10%
CT
584
Coastline Trust
Rhode Island
$7.51M +$2M +20,617 +36%
Pathstone Holdings
585
Pathstone Holdings
New Jersey
$7.48M +$2.75M +28,329 +58%
WIM
586
Westside Investment Management
California
$7.47M +$270K +2,790 +4%
PT
587
Plimoth Trust
Massachusetts
$7.42M +$123K +1,272 +2%
KFP
588
KMG Fiduciary Partners
Ohio
$7.39M +$1.15M +11,876 +18%
APW
589
Acima Private Wealth
Virginia
$7.38M +$695K +7,172 +10%
EWM
590
Elevatus Welath Management
New York
$7.38M +$7.38M +76,122 New
WP
591
WMS Partners
Maryland
$7.31M -$682K -7,043 -9%
SAM
592
Synergy Asset Management
Washington
$7.28M +$3.84M +38,767 +111%
MSAGDF
593
Moneda SA Administradora General de Fondos
Chile
$7.28M +$568K +5,865 +8%
EP
594
EPIQ Partners
Minnesota
$7.27M +$1.03M +10,581 +16%
CFO
595
CVA Family Office
Colorado
$7.26M +$1.46M +15,099 +25%
HWM
596
HB Wealth Management
Georgia
$7.24M +$2.55M +26,354 +54%
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$7.22M +$1.5M +15,438 +26%
LWM
598
Lionsbridge Wealth Management
Florida
$7.22M -$251K -2,592 -3%
CFG
599
Cosner Financial Group
Colorado
$7.21M – – –
CMA
600
Cedar Mountain Advisors
Oregon
$7.2M -$1.55K -16 -0%
22 23
24
25 26