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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 %
FIG
976
FSA Investment Group
Florida
$1.76M +$1.76M +18,374 New
CFP
977
Cascade Financial Partners
California
$1.76M -$239K -2,468 -12%
BA
978
Bellwether Advisors
Nebraska
$1.76M -$7.36K -76 -0.4%
CANC
979
Culbertson A N & Co
Virginia
$1.75M -$50.4K -520 -3%
LGWM
980
Litman Gregory Wealth Management
California
$1.74M -$1.13M -11,693 -39%
BI
981
Ballast Inc
Kentucky
$1.74M +$69.7K +719 +4%
SHFA
982
SC&H Financial Advisors
Maryland
$1.74M -$118K -1,222 -6%
KFGK
983
Keystone Financial Group (Kentucky)
Kentucky
$1.73M +$1.37M +14,186 +392%
ACP
984
Aviance Capital Partners
Florida
$1.72M +$51.1K +527 +3%
WDG
985
Wealth Dimensions Group
Ohio
$1.71M +$405K +4,176 +31%
CFG
986
Carr Financial Group
Massachusetts
$1.71M -$36.5K -377 -2%
VFA
987
Voya Financial Advisors
Connecticut
$1.69M +$428K +4,407 +34%
EWM
988
Evermay Wealth Management
Virginia
$1.69M -$477K -4,924 -22%
NBWM
989
North Berkeley Wealth Management
California
$1.68M +$1.68M +17,359 New
CFA
990
Camarda Financial Advisors
Florida
$1.68M -$1.61M -16,601 -49%
PIWA
991
Prevail Innovative Wealth Advisors
Kansas
$1.68M +$408K +4,207 +32%
MWM
992
Mission Wealth Management
California
$1.67M +$23.7K +245 +1%
HT
993
Headlands Technologies
Illinois
$1.65M +$1.65M +17,031 New
IDA
994
Intelligence Driven Advisers
California
$1.65M -$19.8K -204 -1%
AIM
995
Acropolis Investment Management
Missouri
$1.65M -$118K -1,214 -7%
SC
996
Schiavi & Co
Delaware
$1.64M +$92.5K +955 +6%
CF
997
Clarity Financial
Texas
$1.63M -$4.36K -45 -0.3%
SF
998
Symphony Financial
Texas
$1.63M +$1.63M +16,751 New
HFF
999
Halter Ferguson Financial
Indiana
$1.62M -$204K -2,102 -11%
IC
1000
IEQ Capital
California
$1.62M +$1.29M +13,335 +389%
38 39
40
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