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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 %
TWC
801
TD Waterhouse Canada
Ontario, Canada
$3.24M +$1.08M +11,106 +50%
SIAM
802
Sterling Investment Advisors (Missouri)
Missouri
$3.23M +$108K +1,118 +3%
IA
803
IFG Advisory
Georgia
$3.2M +$1.36M +14,079 +74%
AWA
804
Aletheian Wealth Advisors
Washington
$3.18M +$174K +1,798 +6%
ANTB
805
AMG National Trust Bank
Colorado
$3.15M -$137K -1,410 -4%
KPWG
806
KFA Private Wealth Group
Virginia
$3.13M +$2.11M +21,728 +206%
DC
807
Davenport & Co
Virginia
$3.12M +$202K +2,087 +7%
GAM
808
Gotham Asset Management
New York
$3.12M +$412K +4,255 +15%
ZF
809
Zhang Financial
Michigan
$3.11M +$848K +8,752 +38%
KA
810
Kovack Advisors
Florida
$3.1M +$260K +2,686 +9%
CFGF
811
Compass Financial Group (Florida)
Florida
$3.1M +$2.13K +22 +0.1%
JGIA
812
Jackson Grant Investment Advisers
Connecticut
$3.1M -$1.46M -15,076 -32%
CCM
813
Canal Capital Management
Virginia
$3.09M +$1.01M +10,450 +49%
PFGIA
814
Patriot Financial Group Insurance Agency
Massachusetts
$3.07M +$439K +4,529 +17%
ATC
815
Adirondack Trust Company
New York
$3.07M -$187K -1,934 -6%
VFIC
816
Valley Forge Investment Consultants
Pennsylvania
$3.07M +$2.26M +23,295 +278%
BA
817
Ballew Advisors
Mississippi
$3.06M -$46.4K -484 -1%
CAGAS
818
Capital Advisory Group Advisory Services
Minnesota
$3.05M +$332K +3,424 +12%
CWA
819
Crux Wealth Advisors
California
$3.05M +$3.05M +31,477 New
HPM
820
Hoxton Planning & Management
West Virginia
$3.05M +$172K +1,779 +6%
MFS
821
Madrona Financial Services
Washington
$3.03M -$638K -6,588 -17%
DAS
822
Dynamic Advisor Solutions
Arizona
$3.01M -$4.68M -48,304 -61%
AIM
823
Alhambra Investment Management
Florida
$3.01M -$53.7K -554 -2%
DWA
824
Delos Wealth Advisors
Texas
$3M +$608K +6,276 +25%
MM
825
Main Management
California
$3M +$331K +3,411 +12%
31 32
33
34 35