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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
1126
Sierra Capital
Florida
$1.06M +$7.17K +74 +0.7%
TCM
1127
TruNorth Capital Management
Michigan
$1.05M -$564K -5,822 -35%
EWS
1128
Evergreen Wealth Solutions
Pennsylvania
$1.05M -$10.5M -108,403 -91%
CAM
1129
Clark Asset Management
New Hampshire
$1.04M +$1.04M +10,758 New
AC
1130
ASB Consultores
Florida
$1.04M – – –
BCM
1131
BTC Capital Management
Iowa
$1.03M -$4.85K -50 -0.5%
AAS
1132
Annex Advisory Services
Wisconsin
$1.03M +$213K +2,196 +26%
CCA
1133
Carrera Capital Advisors
Michigan
$1.02M +$109K +1,126 +12%
BAM
1134
Belpointe Asset Management
Nevada
$1.01M -$1.97M -19,794 -66%
LJAC
1135
L.J. Altfest & Co
New York
$1M +$1.84K +19 +0.2%
TFG
1136
Tilson Financial Group
New Jersey
$1M +$171K +1,770 +21%
CIA
1137
Choate Investment Advisors
Massachusetts
$1M -$110K -1,132 -10%
TWM
1138
TSA Wealth Management
Texas
$1,000K -$533K -5,503 -35%
MFG
1139
Mainsail Financial Group
Washington
$997K +$26.5K +273 +3%
WS
1140
Wedbush Securities
California
$996K -$73K -754 -7%
CIBC Asset Management
1141
CIBC Asset Management
Ontario, Canada
$989K -$2.62K -27 -0.3%
DI
1142
Disciplined Investments
Oklahoma
$987K +$987K +10,190 New
PGFC
1143
Peapack-Gladstone Financial Corp
New Jersey
$986K -$287K -2,964 -23%
MSK
1144
Melissa S. Kampmann
$982K +$17.4K +180 +2%
AAA
1145
AG Asset Advisory
California
$980K +$980K +10,114 New
SPF
1146
South Plains Financial
Texas
$980K +$980K +10,109 New
PFG
1147
Pacific Financial Group
Washington
$978K +$34.9K +360 +4%
FC
1148
Financial Consulate
Maryland
$976K – – –
VCM
1149
Virtue Capital Management
Tennessee
$974K -$27.5K -284 -3%
TWM
1150
Tolleson Wealth Management
Texas
$973K +$1.16K +12 +0.1%
44 45
46
47 48