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 %
JIR
701
James Investment Research
Ohio
$4.67M -$145K -1,499 -3%
RWM
702
RKL Wealth Management
Pennsylvania
$4.66M +$482K +4,978 +12%
BTWM
703
Brass Tax Wealth Management
Ohio
$4.65M +$133K +1,369 +3%
NCFG
704
New Century Financial Group
New Jersey
$4.65M +$116K +1,203 +3%
AG
705
AlTi Global
New York
$4.64M -$1.18M -12,132 -20%
MPPLM
706
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.63M +$48.8K +504 +1%
LG
707
Leuthold Group
Minnesota
$4.63M -$421K -4,349 -8%
CAWM
708
Capital Advisors Wealth Management
Washington
$4.6M -$483K -4,987 -9%
AA
709
Ancora Advisors
Ohio
$4.6M -$567K -5,851 -11%
PAS
710
PKS Advisory Services
New York
$4.54M +$4.54M +46,857 New
KCAM
711
Kagan Cocozza Asset Management
New Jersey
$4.51M +$4.51M +46,528 New
CWA
712
Canvas Wealth Advisors
Kansas
$4.49M +$697K +7,193 +18%
SYBT
713
Stock Yards Bank & Trust
Kentucky
$4.46M -$702K -7,242 -14%
ACM
714
Alamar Capital Management
California
$4.45M +$747K +7,704 +20%
TW
715
TritonPoint Wealth
Maryland
$4.44M +$50.4K +520 +1%
RA
716
RFG Advisory
Alabama
$4.44M -$185K -1,905 -4%
NCG
717
Newport Capital Group
New Jersey
$4.44M +$356K +3,674 +9%
GL
718
Graypoint LLC
New York
$4.42M +$767K +7,913 +21%
TWM
719
Tradition Wealth Management
Minnesota
$4.41M -$25.6K -264 -0.6%
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$4.39M -$23.5K -242 -0.5%
GWA
721
GGM Wealth Advisors
Maryland
$4.39M -$292K -3,011 -6%
MA
722
Modus Advisors
Minnesota
$4.37M +$212K +2,186 +5%
KLCM
723
KG&L Capital Management
Louisiana
$4.35M +$101K +1,047 +2%
OPWM
724
Oxinas Partners Wealth Management
Indiana
$4.32M +$4.65K +48 +0.1%
FFA
725
Fi3 Financial Advisors
Indiana
$4.29M +$4.29M +44,286 New
27 28
29
30 31