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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 %
WT
626
Whittier Trust
California
$6.49M -$22.2K -229 -0.3%
ECM
627
Exchange Capital Management
Michigan
$6.48M -$693K -7,149 -10%
CPO
628
Cerity Partners OCIO
New York
$6.46M +$1.75M +18,038 +37%
SIA
629
Sovereign Investment Advisors
Arizona
$6.45M +$80.5K +831 +1%
ATFA
630
All Terrain Financial Advisors
Minnesota
$6.44M +$140K +1,444 +2%
LHC
631
Little House Capital
Massachusetts
$6.43M +$1.23M +12,655 +24%
JWCA
632
J.W. Cole Advisors
Florida
$6.42M +$127K +1,310 +2%
AI
633
Arrien Investments
Idaho
$6.39M +$262K +2,680 +4%
BWG
634
Boomfish Wealth Group
Georgia
$6.39M +$2.03M +20,934 +47%
IAN
635
Integrated Advisors Network
Texas
$6.37M -$512K -5,281 -7%
GAM
636
Gemmer Asset Management
California
$6.31M +$47K +485 +0.7%
GBFP
637
Golden Bell Financial Planning
Georgia
$6.3M +$6.3M +65,020 New
RIG
638
RiverFront Investment Group
Virginia
$6.21M +$5.75M +59,385 +1,264%
LW
639
Linscomb Wealth
Texas
$6.18M -$27.2K -281 -0.4%
Millennium Management
640
Millennium Management
New York
$6.17M +$4.92M +50,727 +391%
PCP
641
Proficio Capital Partners
Massachusetts
$6.16M -$7.32M -80,690 -54%
PFG
642
Pinnacle Financial Group
Illinois
$6.14M +$772K +7,962 +14%
AWM
643
Apollon Wealth Management
South Carolina
$6.1M +$623K +6,430 +11%
AWM
644
Accurate Wealth Management
Florida
$6.07M +$1.09M +11,413 +22%
RPA
645
Redwood Park Advisors
California
$6.03M +$6.03M +62,269 New
BHBT
646
Burke & Herbert Bank & Trust
Virginia
$5.99M -$165K -1,705 -3%
NFG
647
Northeast Financial Group
Pennsylvania
$5.93M +$1.47M +15,203 +33%
VFA
648
Valeo Financial Advisors
Indiana
$5.83M +$248K +2,561 +4%
KWA
649
Kingswood Wealth Advisors
California
$5.81M +$645K +6,653 +12%
PB
650
Prime Buchholz
New Hampshire
$5.8M +$5.8M +59,853 New
24 25
26
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