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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 %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$137M 1,413,455 – –
COPPSERS
77
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$136M 1,406,967 +17,620 +1%
DWM
78
Destination Wealth Management
California
$133M 1,375,087 +31,972 +2%
CWM
79
Campbell Wealth Management
Virginia
$133M 1,371,949 +70,335 +5%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$132M 1,361,114 +86,905 +7%
G
81
GenTrust
Florida
$131M 1,352,485 +3,335 +0.2%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$129M 1,335,559 +40,959 +3%
KWM
83
Kingsview Wealth Management
Oregon
$125M 1,286,651 +339,637 +36%
R
84
Rebalance
California
$123M 1,271,269 +52,446 +4%
BNP Paribas Asset Management
85
BNP Paribas Asset Management
France
$123M 1,270,572 +44,668 +4%
WB
86
WesBanco Bank
West Virginia
$122M 1,262,862 +222,132 +21%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$121M 1,252,681 +147,697 +13%
SWP
88
Sagespring Wealth Partners
Tennessee
$118M 25,522,515 +25,522,515 New
MML Investors Services
89
MML Investors Services
Massachusetts
$117M 1,209,528 +147,657 +14%
CTB
90
Country Trust Bank
Illinois
$117M 1,204,877 +15,131 +1%
Osaic Holdings
91
Osaic Holdings
Arizona
$115M 1,210,046 -31,894 -3%
MCCA
92
Mill Creek Capital Advisors
Pennsylvania
$114M 1,173,088 -24,718 -2%
HCM
93
Howard Capital Management
Georgia
$106M 1,093,236 -1,481,860 -58%
SPIA
94
Steward Partners Investment Advisory
New York
$104M 1,073,367 +71,459 +7%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$103M 1,060,784 -23,448 -2%
SMFG
96
Sumitomo Mitsui Financial Group
Japan
$101M 1,047,403 +91,178 +10%
PS
97
Principal Securities
Iowa
$101M 1,042,984 +46,657 +5%
AssetMark Inc
98
AssetMark Inc
California
$101M 1,037,983 -72,002 -6%
TW
99
Trajan Wealth
Arizona
$100M 1,034,804 +44,882 +5%
SW
100
SVB Wealth
Massachusetts
$98.9M 1,020,473 +815,913 +399%
2 3
4
5 6