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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 %
SC
1101
Stephens Consulting
Michigan
$1.15M +$54.9K +567 +5%
TFGT
1102
TS Financial Group (TSFG)
Illinois
$1.14M -$24.4K -252 -2%
DWS
1103
Discipline Wealth Solutions
South Carolina
$1.14M -$495K -5,107 -30%
S
1104
SignatureFD
Georgia
$1.14M -$80.6K -832 -7%
TF
1105
TME Financial
California
$1.14M +$1.14M +11,212 New
VAG
1106
Vannoy Advisory Group
Texas
$1.13M +$28.8K +297 +3%
PMWMG
1107
Parr McKnight Wealth Management Group
Minnesota
$1.13M +$1.13M +11,639 New
FWM
1108
Forza Wealth Management
Florida
$1.12M -$13.8K -142 -1%
AF
1109
Apollon Financial
South Carolina
$1.12M +$12.1K +125 +1%
HIM
1110
Hanlon Investment Management
New Jersey
$1.12M -$36.1K -373 -3%
VFG
1111
V2 Financial group
Illinois
$1.12M -$26.2K -270 -2%
TTWM
1112
TCV Trust & Wealth Management
Virginia
$1.1M – – –
MPW
1113
Magnolia Private Wealth
Pennsylvania
$1.1M +$1.1M +11,333 New
FOA
1114
Five Oceans Advisors
California
$1.1M +$13.5K +139 +1%
Q1WB
1115
Quest 10 Wealth Builders
Virginia
$1.1M +$1.1M +11,312 New
AWC
1116
Abundance Wealth Counselors
Pennsylvania
$1.1M +$131K +1,350 +14%
WGC
1117
Watts Gwilliam & Co
Arizona
$1.09M +$214K +2,225 +25%
CPRC
1118
Consolidated Portfolio Review Corp
New York
$1.09M -$5.62K -58 -0.5%
PCA
1119
Providence Capital Advisors
North Carolina
$1.09M -$9.88K -102 -0.9%
PI
1120
PineBridge Investments
New York
$1.09M – – –
Fiera Capital (Canada)
1121
Fiera Capital (Canada)
Quebec, Canada
$1.08M +$30.7K +317 +3%
FF
1122
Farrell Financial
New York
$1.07M +$98.1K +1,012 +10%
UB
1123
UMB Bank
Missouri
$1.07M -$178K -1,838 -14%
TAM
1124
Titleist Asset Management
Texas
$1.06M +$186K +1,918 +21%
HH
1125
Hilltop Holdings
Texas
$1.06M +$192K +1,981 +22%
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