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 %
SIC
826
Salem Investment Counselors
North Carolina
$3M +$178K +1,838 +6%
CIS
827
Continental Investors Services
Washington
$3M +$39.1K +404 +1%
DA
828
Denali Advisors
California
$2.99M +$901K +9,295 +43%
WCP
829
Wealthcare Capital Partners
Pennsylvania
$2.92M +$2.92M +30,173 New
CA
830
CGN Advisors
Kansas
$2.92M -$60.9K -628 -2%
SA
831
Sincerus Advisory
New York
$2.91M +$2.91M +30,056 New
SG
832
StoneX Group
New York
$2.91M +$2.91M +30,056 New
BAWM
833
Bennett Associates Wealth Management
Pennsylvania
$2.9M +$62K +640 +2%
UB
834
Umpqua Bank
Oregon
$2.89M +$628K +6,550 +28%
AO
835
Advisor OS
Illinois
$2.88M +$245K +2,533 +9%
TSS
836
Two Sigma Securities
New York
$2.88M +$2.88M +29,679 New
SI
837
Saxon Interests
Texas
$2.87M +$110K +1,138 +4%
BCM
838
Beaumont Capital Management
Massachusetts
$2.87M -$2.45M -25,254 -46%
ISB
839
Iowa State Bank
Iowa
$2.86M -$399K -4,121 -12%
STA
840
Smith Thornton Advisors
Alabama
$2.86M -$122K -1,259 -4%
GFP
841
Gryphon Financial Partners
Ohio
$2.86M -$334K -3,449 -10%
IIC
842
Ironwood Investment Counsel
Arizona
$2.86M -$150K -1,545 -5%
CB
843
Chris Bulman
California
$2.85M -$2.13M -22,012 -43%
WMA
844
Wealth Management Associates
New Jersey
$2.77M +$94.8K +978 +4%
FPW
845
Flagship Private Wealth
Massachusetts
$2.75M +$161K +1,666 +6%
TIM
846
Total Investment Management
Arizona
$2.73M +$792K +8,171 +41%
OCM
847
Objective Capital Management
Ohio
$2.71M -$232K -2,395 -8%
PP
848
Prosperity Planning
Missouri
$2.7M -$2.8M – –
NAG
849
Northstar Advisory Group
New Jersey
$2.7M +$177K +1,827 +7%
TA
850
TFB Advisors
Kansas
$2.69M +$185K +1,905 +7%
32 33
34
35 36