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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 %
JFG
1001
JMG Financial Group
Illinois
$1.62M +$5.04K +52 +0.3%
RWM
1002
RBA Wealth Management
California
$1.62M +$193K +1,994 +14%
CIA
1003
Capital Investment Advisors
Georgia
$1.61M +$39.4K +407 +3%
RFG
1004
Range Financial Group
Oregon
$1.61M +$203K +2,098 +14%
NFG
1005
Nations Financial Group
Iowa
$1.61M +$116K +1,194 +8%
ONB
1006
Old National Bancorp
Indiana
$1.6M +$24.5K +253 +2%
SFG
1007
Sage Financial Group
Pennsylvania
$1.6M +$67.8K +700 +4%
SGCA
1008
Steel Grove Capital Advisors
Tennessee
$1.6M -$850K -8,771 -35%
PCM
1009
Presidio Capital Management
California
$1.59M +$630K +6,505 +66%
4A
1010
4Wealth Advisors
Illinois
$1.59M +$1.59M +16,362 New
SA
1011
Stewardship Advisors
Pennsylvania
$1.58M +$290K +2,991 +22%
SQA
1012
Simon Quick Advisors
New Jersey
$1.58M -$124K -1,282 -7%
NL
1013
NDWM LLC
California
$1.57M +$363K +3,745 +30%
GTAM
1014
Global Trust Asset Management
Florida
$1.57M -$179K -1,847 -10%
GPW
1015
Gray Private Wealth
Massachusetts
$1.56M +$1.31M +13,512 +513%
CC
1016
Chicago Capital
Illinois
$1.55M -$1.57M -16,250 -50%
WFA
1017
WestHill Financial Advisors
California
$1.55M +$47.5K +490 +3%
DCC
1018
Dow Chemical Company
Michigan
$1.54M – – –
MCA
1019
Magnolia Capital Advisors
Mississippi
$1.54M +$1.54M +15,911 New
CA
1020
Clune & Associates
Illinois
$1.54M +$1.54M +15,890 New
FIA
1021
Foundations Investment Advisors
Arizona
$1.53M -$17.3M -178,678 -92%
TFA
1022
Transamerica Financial Advisors
Florida
$1.52M +$21K +217 +1%
GC
1023
GFG Capital
Florida
$1.52M – – –
EAM
1024
Empirical Asset Management
Massachusetts
$1.52M +$219K +2,263 +17%
PB
1025
Pinnacle Bancorp
Nebraska
$1.51M +$77.3K +798 +5%
39 40
41
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