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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 %
PFA
1051
Pathway Financial Advisors
Vermont
$1.32M +$489K +5,050 +59%
OWM
1052
Orgel Wealth Management
Wisconsin
$1.31M +$900K +9,292 +219%
BC
1053
Bakala Capital
South Carolina
$1.31M +$16.4K +169 +1%
PA
1054
Procyon Advisors
Connecticut
$1.3M -$76.1K -785 -6%
KWMG
1055
King Wealth Management Group
Florida
$1.3M +$46.9K +484 +4%
TF
1056
Trek Financial
Arizona
$1.3M -$181K -1,863 -12%
NP
1057
Nilsine Partners
Colorado
$1.3M +$216K +2,228 +20%
WGCA
1058
Wolf Group Capital Advisors
Virginia
$1.3M – – –
BWP
1059
Balboa Wealth Partners
Arizona
$1.3M +$107K +1,108 +9%
GPA
1060
Garrison Point Advisors
California
$1.29M +$26.6K +275 +2%
RW
1061
Rede Wealth
Virginia
$1.29M -$63.2K -652 -5%
SMA
1062
Sage Mountain Advisors
Georgia
$1.29M +$364K +3,760 +39%
KBFS
1063
Kohmann Bosshard Financial Services
Ohio
$1.28M +$472K +4,867 +58%
PCMF
1064
Private Capital Management (Florida)
Florida
$1.28M +$13.6K +140 +1%
OP
1065
ORG Partners
Indiana
$1.28M +$21.9K +226 +2%
RIA
1066
Realta Investment Advisors
Delaware
$1.27M -$612K -6,322 -32%
TSWM
1067
Tyler-Stone Wealth Management
Ohio
$1.27M -$48.5K -500 -4%
IPWA
1068
International Private Wealth Advisors
California
$1.27M +$403K +4,160 +46%
PPWP
1069
Proquility Private Wealth Partners
Nevada
$1.27M +$1.27M +13,133 New
AWM
1070
Ariadne Wealth Management
California
$1.27M – – –
PGAM
1071
Princeton Global Asset Management
New Jersey
$1.26M -$96.8K -999 -7%
RIM
1072
Rockbridge Investment Management
New York
$1.26M -$454K -4,690 -26%
MFIM
1073
Mesirow Financial Investment Management
Illinois
$1.26M +$32.9K +340 +3%
SB
1074
Strategic Blueprint
Georgia
$1.26M +$11.9K +123 +1%
PWG
1075
Private Wealth Group
Florida
$1.26M – – –
41 42
43
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