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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 %
HCM
851
Hollencrest Capital Management
California
$2.67M +$114K +1,172 +4%
OAS
852
Optivise Advisory Services
Tennessee
$2.67M -$4.73M -48,783 -64%
HSA
853
HBK Sorce Advisory
Pennsylvania
$2.67M -$169K -1,749 -6%
MW
854
Maia Wealth
Colorado
$2.67M +$1.15M +11,809 +76%
UAS
855
United Asset Strategies
New York
$2.65M -$174K -1,795 -6%
CWM
856
Connecticut Wealth Management
Connecticut
$2.65M -$936K -9,658 -26%
MFF
857
Michels Family Financial
Texas
$2.63M +$2.63M +27,147 New
AWM
858
Accel Wealth Management
Iowa
$2.62M -$13.2K -136 -0.5%
RSF
859
Rik Saylor Financial
Ohio
$2.62M +$2.62M +27,074 New
AMG
860
Asset Management Group
Connecticut
$2.62M -$140K -1,448 -5%
WP
861
WealthShield Partners
North Carolina
$2.61M +$117K +1,210 +5%
CPL
862
CAP Partners LLC
Tennessee
$2.59M +$858K +8,855 +49%
CTWM
863
Cherry Tree Wealth Management
Minnesota
$2.59M -$85.7K -884 -3%
CWM
864
Cahill Wealth Management
Michigan
$2.59M -$27.7K -286 -1%
MAM
865
McLean Asset Management
Virginia
$2.58M +$66.3K +684 +3%
CMAI
866
Capital Management Associates Inc
Minnesota
$2.58M +$568K +5,861 +28%
TPW
867
Turn8 Private Wealth
$2.57M +$2.57M +26,560 New
ECG
868
EPIQ Capital Group
California
$2.56M +$31.4K +324 +1%
ACM
869
AUA Capital Management
Pennsylvania
$2.56M +$2.13K +22 +0.1%
AWP
870
Axis Wealth Partners
Rhode Island
$2.55M +$2.55M +26,317 New
ANBT
871
American National Bank & Trust
Texas
$2.55M -$206K -2,129 -7%
FFBTD
872
First Financial Bank - Trust Division
Ohio
$2.53M -$1.73M -17,840 -41%
LIM
873
Leavell Investment Management
Alabama
$2.5M -$802K -8,272 -24%
SAF
874
Smith Anglin Financial
Texas
$2.5M +$637K +6,575 +34%
RTC
875
Riverview Trust Company
Washington
$2.5M – – –
33 34
35
36 37