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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 %
USCWA
1201
U.S. Capital Wealth Advisors
Texas
$839K +$146K +1,507 +21%
FSA
1202
Financial Services Advisory
Maryland
$837K +$65.7K +678 +9%
RI
1203
Rinkey Investments
California
$832K +$7.95K +82 +1%
AAG
1204
Armstrong Advisory Group
Massachusetts
$827K +$109K +1,127 +15%
DFA
1205
DHK Financial Advisors
New Hampshire
$824K – – –
CAM
1206
Cidel Asset Management
Ontario, Canada
$823K -$933K – –
SWP
1207
Strategic Wealth Partners
Ohio
$822K +$282K +2,896 +52%
FWIA
1208
Fort Washington Investment Advisors
Ohio
$813K -$3.2K -33 -0.4%
DWT
1209
Dorsey & Whitney Trust
South Dakota
$813K +$813K +8,386 New
USB
1210
Union Savings Bank
Connecticut
$810K +$3.59K +37 +0.4%
TCM
1211
Triumph Capital Management
Colorado
$809K -$330K -3,408 -29%
KAS
1212
KPP Advisory Services
Kentucky
$807K -$38.4K -396 -5%
CCA
1213
Childress Capital Advisors
Texas
$804K +$102K +1,050 +14%
PCM
1214
Pointe Capital Management
Michigan
$800K +$21.7K +224 +3%
MYIA
1215
Mount Yale Investment Advisors
Colorado
$799K +$11.8K +122 +2%
CP
1216
Castleview Partners
Texas
$798K -$94.1K -971 -11%
AA
1217
Advisory Alpha
Michigan
$793K -$30.9K -319 -4%
SFP
1218
Shepherd Financial Partners
Massachusetts
$792K -$241K -2,482 -23%
HP
1219
Hilltop Partners
Indiana
$788K -$40.9K -422 -5%
LNWWM
1220
Laird Norton Wetherby Wealth Management
California
$785K +$775 +8 +0.1%
GCA
1221
Genesee Capital Advisors
New York
$784K +$784K +8,089 New
DAS
1222
Diversify Advisory Services
Utah
$784K -$2.09M -21,782 -73%
WSFG
1223
Wall Street Financial Group
Illinois
$783K +$783K +8,083 New
WJA
1224
Willis Johnson & Associates
Texas
$783K +$353K +3,644 +82%
FAM
1225
Flaharty Asset Management
Florida
$777K -$1.94K -20 -0.2%
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