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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 %
WAG
1176
Winthrop Advisory Group
Massachusetts
$900K -$13.3K -137 -1%
PSCM
1177
Per Stirling Capital Management
Texas
$900K -$91.8K -947 -9%
PF
1178
Penney Financial
Texas
$899K +$38.6K +398 +4%
NWA
1179
New World Advisors
Massachusetts
$897K +$183K +1,893 +26%
HS
1180
Horan Securities
United States
$896K +$233K +2,409 +35%
PIA
1181
Perennial Investment Advisors
California
$895K +$98.6K +1,018 +12%
BWM
1182
Benchmark Wealth Management
Connecticut
$885K +$163K +1,687 +23%
RWP
1183
Revolve Wealth Partners
New Jersey
$884K +$295K +3,044 +50%
NW
1184
Naviter Wealth
Arkansas
$880K -$12.1K -125 -1%
FB
1185
Finward Bancorp
Indiana
$876K +$876K +9,042 New
JCM
1186
Jacobi Capital Management
Pennsylvania
$872K -$142K -1,467 -14%
HP
1187
Holistic Planning
Texas
$870K +$194K +2,003 +29%
CA
1188
Claro Advisors
Massachusetts
$865K -$103K -1,059 -11%
MFA
1189
Mayflower Financial Advisors
Massachusetts
$862K -$140K -1,440 -14%
MWP
1190
Madison Wealth Partners
Wisconsin
$860K -$91.9K -948 -10%
CPBTD
1191
Central Pacific Bank - Trust Division
Hawaii
$856K – – –
RFA
1192
Reyes Financial Architecture
California
$852K +$852K +8,793 New
MWM
1193
Mittelman Wealth Management
Massachusetts
$852K +$852K +8,790 New
LPAM
1194
Lodestar Private Asset Management
California
$850K -$15K -155 -2%
VC
1195
Veracity Capital
Georgia
$849K +$179K +1,846 +27%
DW30
1196
Drucker Wealth 3.0
New Jersey
$843K +$288K +2,975 +52%
MOS
1197
MGO One Seven
Ohio
$842K +$219K +2,257 +35%
HR
1198
Howe & Rusling
New York
$842K +$414K +4,277 +97%
GWA
1199
Genesis Wealth Advisors
Massachusetts
$842K +$842K +8,687 New
RF
1200
RHS Financial
California
$841K -$1.45K -15 -0.2%
46 47
48
49 50