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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 %
SWM
51
SigFig Wealth Management
California
$293M 3,022,430 +116,296 +4%
USAA
52
United Services Automobile Association
Texas
$286M 2,953,780 -6,175,381 -68%
DWM
53
Dynasty Wealth Management
Florida
$286M 2,948,330 -22,910 -0.8%
SDIC
54
South Dakota Investment Council
South Dakota
$284M 2,935,485 +37,455 +1%
MSA
55
Mason Street Advisors
Wisconsin
$250M 2,575,800 +54,200 +2%
QWP
56
Quotient Wealth Partners
Texas
$237M 2,447,183 +80,616 +3%
AllianceBernstein
57
AllianceBernstein
Tennessee
$236M 2,433,340 -543,133 -18%
SAM
58
Simplify Asset Management
Nevada
$225M 2,319,638 +909,907 +65%
EWA
59
EP Wealth Advisors
California
$224M 2,315,491 +626,728 +37%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$219M 2,258,138 -69,103 -3%
BTI
61
Blue Trust Inc
Georgia
$218M 2,250,666 +91,287 +4%
SP
62
Stairway Partners
Illinois
$196M 2,020,376 +188,031 +10%
DCM
63
Disciplina Capital Management
Tennessee
$193M 1,991,579 +102,739 +5%
HighTower Advisors
64
HighTower Advisors
Illinois
$190M 1,962,504 +76,147 +4%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$180M 1,857,277 -118,102 -6%
AWM
66
Axxcess Wealth Management
California
$173M 1,786,585 +75,175 +4%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$162M 1,673,755 +96,163 +6%
Macquarie Group
68
Macquarie Group
Australia
$160M 1,651,369 +1,651,369 New
COCM
69
Charter Oak Capital Management
New Hampshire
$157M 1,623,500 +118,128 +8%
CAAS
70
Capital Asset Advisory Services
Michigan
$157M 1,624,275 +11,516 +0.7%
P
71
&Partners
Tennessee
$155M 1,600,629 +590,083 +58%
CWM
72
Cahaba Wealth Management
Georgia
$147M 1,513,617 +43,991 +3%
PCIA
73
Prime Capital Investment Advisors
Kansas
$146M 1,506,931 -29,524 -2%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$142M 1,467,753 +100,358 +7%
Deutsche Bank
75
Deutsche Bank
Germany
$138M 1,423,276 +553,200 +64%
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