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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 %
TWP
1076
Total Wealth Planning
Ohio
$1.25M +$3.78K +39 +0.3%
CFD
1077
Creative Financial Designs
Indiana
$1.25M +$153K +1,583 +14%
WC
1078
Weil Company
California
$1.25M -$293K -3,025 -19%
LWM
1079
LongView Wealth Management
Georgia
$1.22M -$178K -1,834 -13%
FWA
1080
FOCUS Wealth Advisors
Texas
$1.22M -$522K -5,392 -30%
WIC
1081
Whitegate Investment Counselors
New Hampshire
$1.22M -$6.07M -62,685 -83%
VFG
1082
Victory Financial Group
Texas
$1.22M +$1.22M +12,574 New
RFA
1083
Register Financial Advisors
Georgia
$1.21M +$132K +1,365 +12%
HWM
1084
Horizons Wealth Management
North Carolina
$1.21M +$37K +382 +3%
CCP
1085
Clarity Capital Partners
California
$1.21M +$209K +2,161 +21%
BCM
1086
Brookmont Capital Management
Texas
$1.21M +$397K +4,101 +49%
ISL
1087
Ingalls & Snyder LLC
New York
$1.21M – – –
GM
1088
GeoWealth Management
Illinois
$1.21M -$5.14M -53,042 -81%
JPG
1089
Jordan Park Group
California
$1.2M -$3.44M -35,519 -74%
BFC
1090
Blue Fin Capital
Rhode Island
$1.2M +$3.2K +33 +0.3%
TCM
1091
Tradewinds Capital Management
Washington
$1.2M +$1.19M +12,265 +14,601%
WRPWM
1092
Werba Rubin Papier Wealth Management
California
$1.19M +$26K +268 +2%
JIP
1093
Jaffetilchin Investment Partners
Florida
$1.18M +$346K +3,567 +41%
SSWM
1094
Sheets Smith Wealth Management
North Carolina
$1.18M -$1.08M -11,128 -48%
SCM
1095
Seascape Capital Management
New Hampshire
$1.17M +$785K +8,100 +203%
BP
1096
BBR Partners
New York
$1.17M -$105K -1,081 -8%
SA
1097
Sovran Advisors
California
$1.16M +$1.16M +12,058 New
AIA
1098
Affinity Investment Advisors
California
$1.15M – – –
EIP
1099
Ellis Investment Partners
Pennsylvania
$1.15M +$46K +475 +4%
WF
1100
Welch & Forbes
Massachusetts
$1.15M +$213K +2,193 +23%
42 43
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